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Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSD
1726
Security National Bank of So Dak
Iowa
$406K – – –
CPC
1727
Congress Park Capital
New York
$406K +$357 +1 +0.1%
PHS
1728
Pekin Hardy Strauss
Illinois
$405K -$215K -602 -36%
KFA
1729
Kays Financial Advisory
Georgia
$405K – – –
FC
1730
Financial Consulate
Maryland
$405K +$5.36K +15 +1%
GFP
1731
Gryphon Financial Partners
Ohio
$405K +$27.9K +78 +8%
CCM
1732
Carlson Capital Management
Minnesota
$405K +$173K +485 +84%
AL
1733
Aspiriant LLC
California
$404K -$71.5K -200 -16%
CWM
1734
Campbell Wealth Management
Virginia
$404K -$2.86K -8 -0.7%
HWA
1735
Hillcrest Wealth Advisors
New Jersey
$400K – – –
FC
1736
Fulcrum Capital
Washington
$397K -$16.4K -46 -4%
REMPR
1737
Roof Eidam Maycock Peralta (REMP)
California
$396K -$71.5K -200 -16%
CPSAC
1738
Chas P. Smith & Associates (CPS)
Florida
$393K -$68.6K -192 -16%
CAI
1739
Capital Advisors Inc
Oklahoma
$393K – – –
FSA
1740
Financial Sense Advisors
California
$392K +$715 +2 +0.2%
SVCP
1741
Silicon Valley Capital Partners
California
$392K +$2.15K +6 +0.6%
EA
1742
Elm Advisors
California
$391K – – –
HAIM
1743
Hunter Associates Investment Management
Pennsylvania
$390K -$25K -70 -6%
TFO
1744
Tarbox Family Office
California
$390K – – –
KS
1745
Karpas Strategies
Connecticut
$387K – – –
LRIA
1746
Leonard Rickey Investment Advisors
Washington
$385K +$1.07K +3 +0.3%
LWM
1747
Liberty Wealth Management
California
$384K -$1.53M -4,286 -81%
KP
1748
Keel Point
Alabama
$383K -$3.22K -9 -0.9%
TWM
1749
Torch Wealth Management
Ohio
$383K +$715 +2 +0.2%
NAMA
1750
Nikko Asset Management Americas
New York
$381K -$38.2K -107 -10%
68 69
70
71 72