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Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
1601
Willis Johnson & Associates
Texas
$394K +$11K +49 +3%
OWA
1602
Octavia Wealth Advisors
Ohio
$394K +$121K +538 +42%
OC
1603
Optima Capital
Oregon
$394K -$3.83K -17 -0.9%
TPI
1604
Trust Point Inc
Wisconsin
$393K +$411K +1,821 New
CG
1605
CFO4Life Group
Texas
$393K -$103K -456 -20%
CSB
1606
City State Bank
Iowa
$392K -$902 -4 -0.2%
COCM
1607
Charter Oak Capital Management
New Hampshire
$391K +$225 +1 +0.1%
JWM
1608
Jacksonville Wealth Management
Florida
$391K -$18.3K -81 -4%
CHC
1609
City Holding Co
West Virginia
$391K +$4.51K +20 +1%
TA
1610
Townsend & Associates
Colorado
$390K +$102K +454 +33%
MCA
1611
Magnolia Capital Advisors
Mississippi
$390K -$16.9K -75 -4%
AF
1612
Advisornet Financial
Minnesota
$389K +$23K +102 +6%
HPBT
1613
Hickory Point Bank & Trust
Illinois
$389K +$19.8K +88 +5%
BEW
1614
Burton Enright Welch
California
$389K +$22.3K +99 +6%
HR
1615
Howe & Rusling
New York
$388K +$2.93K +13 +0.7%
DP
1616
Denver PWM
Colorado
$387K – – –
PAS
1617
PKS Advisory Services
New York
$387K +$2.03K +9 +0.5%
EFA
1618
Edge Financial Advisors
Illinois
$386K +$9.02K +40 +2%
SCI
1619
S&CO Inc
Massachusetts
$386K – – –
OWIM
1620
Old West Investment Management
California
$386K – – –
AFPL
1621
Advus Financial Partners, LLC
Florida
$386K +$4.96K +22 +1%
AGAM
1622
Audent Global Asset Management
California
$385K +$18.5K +82 +5%
GM
1623
GeoWealth Management
Illinois
$385K -$30.4K -135 -7%
CMA
1624
Cedar Mountain Advisors
Oregon
$385K -$2.48K -11 -0.6%
AAS
1625
Asset Allocation Strategies
Michigan
$384K -$7.21K -32 -2%
63 64
65
66 67