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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1226
SignalPoint Asset Management
Missouri
$974K -$64.7K -188 -6%
TIA
1227
Tiemann Investment Advisors
California
$973K +$34.4K +100 +4%
JFGIW
1228
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$971K -$170K -493 -15%
CPO
1229
Cerity Partners OCIO
New York
$969K -$51.6K -150 -5%
HFBOT
1230
Home Federal Bank of Tennessee
Tennessee
$969K -$20.6K -60 -2%
HIM
1231
Harbour Investment Management
Washington
$967K – – –
WA
1232
Winfield Associates
Ohio
$966K +$77.4K +225 +8%
MPWT
1233
MassMutual Private Wealth & Trust
Connecticut
$966K -$23K -67 -2%
ATFA
1234
All Terrain Financial Advisors
Minnesota
$965K +$10.3K +30 +1%
NP
1235
Ninepoint Partners
Ontario, Canada
$965K +$989K +2,875 New
LWM
1236
Lyons Wealth Management
Florida
$957K -$199K -580 -17%
EAM
1237
Evanson Asset Management
California
$956K +$5.85K +17 +0.6%
BCWM
1238
Blue Chip Wealth Management
Florida
$942K +$90.1K +262 +10%
NFC
1239
Northeast Financial Consultants
Connecticut
$939K – – –
PFA
1240
Pinnacle Family Advisors
Missouri
$939K +$150K +435 +18%
OAM
1241
Oak Asset Management
California
$933K – – –
ICP
1242
Ironvine Capital Partners
Nebraska
$928K +$299K +868 +46%
CC
1243
Cannell & Co
New York
$923K -$17.2K -50 -2%
ACA
1244
Atlas Capital Advisors
Wyoming
$923K -$442K -1,284 -33%
PFM
1245
Parsec Financial Management
North Carolina
$921K – – –
MIM
1246
Marco Investment Management
Georgia
$919K -$155K -451 -14%
AFC
1247
AFT Forsyth & Company
Florida
$919K +$44.7K +130 +5%
BAM
1248
Belpointe Asset Management
Nevada
$915K -$193K -561 -17%
AIM
1249
Allen Investment Management
New York
$914K – – –
CIM
1250
CenturyLink Investment Management
Colorado
$912K -$113K -329 -11%
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