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Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
1651
Joseph P. Lucia & Associates
New York
$296K – – –
BSA
1652
Bull Street Advisors
Georgia
$295K – – –
AWM
1653
Accurate Wealth Management
Florida
$294K -$78.9K -354 -21%
OWIM
1654
Old West Investment Management
California
$294K – – –
ST
1655
Spinnaker Trust
Maine
$294K – – –
TWM
1656
TMD Wealth Management
Arizona
$294K – – –
AIA
1657
Angeles Investment Advisors
California
$294K +$70.9K +318 +31%
WA
1658
Wealth Alliance
New York
$293K -$4.01K -18 -1%
ACS
1659
Archford Capital Strategies
Illinois
$293K +$23.4K +105 +9%
ASI
1660
Advisory Services & Investments
Oregon
$293K +$297K +1,332 New
HFS
1661
Howard Financial Services
Texas
$292K -$184K -825 -38%
BIA
1662
Barry Investment Advisors
Massachusetts
$291K – – –
GWM
1663
Gitterman Wealth Management
New Jersey
$291K – – –
HIM
1664
Harbour Investment Management
Washington
$290K – – –
EFL
1665
ERn Financial LLC
Wisconsin
$290K +$25.6K +115 +10%
BFPW
1666
BOK Financial Private Wealth
Colorado
$289K -$40.6K -182 -12%
FNBTCON
1667
First National Bank & Trust Co of Newtown
Pennsylvania
$289K +$33.5K +150 +13%
IA
1668
Insight Advisors
Pennsylvania
$288K -$22.1K -99 -7%
BL
1669
Balentine LLC
Georgia
$288K +$86.3K +387 +42%
MFS
1670
Mirabella Financial Services
United Kingdom
$288K +$292K +1,309 New
AP
1671
Americana Partners
Texas
$288K +$293K +1,312 New
BEAM
1672
Baker Ellis Asset Management
Washington
$287K – – –
WMA
1673
Wealth Management Associates
New Jersey
$286K -$50.2K -225 -15%
RPWA
1674
Regent Peak Wealth Advisors
Georgia
$286K +$892 +4 +0.3%
BCA
1675
Berman Capital Advisors
Georgia
$285K -$41.9K -188 -13%
65 66
67
68 69