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Name Holding Trade Value Shares
Change 		Change in
Stake
PK
4001
Pflug Koory
Nebraska
$267K +$27.4K +160 +11%
LHEI
4002
Leo H. Evart Inc
California
$267K +$274K +1,600 New
SC
4003
Stephens Consulting
Michigan
$267K +$274K +1,600 New
CIC
4004
Cutler Investment Counsel
Oregon
$263K -$531K -3,100 -66%
GWAG
4005
Garrett Wealth Advisory Group
Texas
$263K -$10.3K -60 -4%
TCM
4006
TD Capital Management
Tennessee
$263K – – –
IF
4007
Insight Folios
North Carolina
$263K +$270K +1,580 New
TPWM
4008
Twelve Points Wealth Management
Massachusetts
$263K +$270K +1,580 New
IAMOG
4009
Investors Asset Management of Georgia
Georgia
$260K – – –
LSWM
4010
Lorne Steinberg Wealth Management
Canada
$260K – – –
WFA
4011
Websterrogers Financial Advisors
South Carolina
$260K +$13.7K +80 +5%
EL
4012
EMFO LLC
Florida
$260K +$34.2K +200 +15%
ACK
4013
Andrew C. Karlinski
$260K +$267K +1,560 New
EWM
4014
Endowment Wealth Management
Wisconsin
$260K +$267K +1,560 New
AC
4015
Annandale Capital
Texas
$257K – – –
RBCM
4016
Raub Brock Capital Management
California
$257K – – –
FSCM
4017
Front Street Capital Management
Montana
$256K +$54.8K +320 +21%
CWA
4018
Carolina Wealth Advisors
South Carolina
$253K – – –
MAM
4019
Marquette Asset Management
Minnesota
$253K – – –
THWM
4020
Taylor Hoffman Wealth Management
Virginia
$253K – – –
AWM
4021
Altus Wealth Management
Kentucky
$253K +$3.42K +20 +1%
AFA
4022
Atlas Financial Advisors
California
$253K +$260K +1,520 New
FWA
4023
FSC Wealth Advisors
New York
$253K +$260K +1,520 New
BWA
4024
Beam Wealth Advisors
Louisiana
$250K -$661K -3,860 -72%
MCM
4025
Monarch Capital Management
Indiana
$250K -$6.85K -40 -3%
159 160
161
162 163