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Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1051
Integrated Investment Consultants
Michigan
$720K +$5.02K +32 +0.8%
SIAG
1052
Safeguard Investment Advisory Group
California
$720K +$26.2K +167 +4%
BIG
1053
Brooklyn Investment Group
New York
$719K +$311K +1,983 +95%
WWA
1054
Wisconsin Wealth Advisors
Wisconsin
$717K +$636K +4,052 New
MHIC
1055
Marble Harbor Investment Counsel
Massachusetts
$717K – – –
ACM
1056
Advisors Capital Management
New Jersey
$717K +$471 +3 +0.1%
HW
1057
Hancock Whitney
Mississippi
$716K -$541K -3,450 -46%
FBB
1058
Fulton Breakefield Broenniman
Maryland
$716K -$20.6K -131 -3%
CIA
1059
Cladis Investment Advisory
Montana
$715K +$210K +1,340 +50%
GAMC
1060
Garner Asset Management Corp
Texas
$715K +$33.7K +215 +6%
BP
1061
BBR Partners
New York
$712K +$1.1K +7 +0.2%
KMWM
1062
Keudell/Morrison Wealth Management
Oregon
$710K +$35.3K +225 +6%
BA
1063
Bristlecone Advisors
Washington
$709K -$11K -70 -2%
SACTSONJ
1064
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$708K – – –
WA
1065
Wilmar Advisors
Florida
$708K +$628K +4,000 New
OFG
1066
Oxford Financial Group
Indiana
$708K -$11.6K -74 -2%
CHJWM
1067
Carlton Hofferkamp & Jenks Wealth Management
Texas
$706K -$55.4K -353 -8%
ZB
1068
Zions Bancorporation
Utah
$706K +$382K +2,437 +157%
CIAS
1069
Capital Investment Advisory Services
North Carolina
$703K +$38.4K +245 +7%
AA
1070
Altrafin AG
$703K +$47.1K +300 +8%
FFP
1071
FourThought Financial Partners
Florida
$703K +$623K +3,970 New
PTC
1072
Private Trust Company
Ohio
$701K -$167K -1,063 -21%
SIM
1073
Stratos Investment Management
Ohio
$701K +$85.8K +547 +16%
AFA
1074
Arlington Financial Advisors
California
$698K – – –
CST
1075
Charles Schwab Trust
Nevada
$698K -$240K -1,530 -28%
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