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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2651
Weinberger Asset Management
California
$515K +$1.1K +14 +0.2%
CIA
2652
Cape Investment Advisory
Georgia
$515K +$71.3K +911 +16%
CIC
2653
Cutler Investment Counsel
Oregon
$514K +$27.4K +350 +6%
IAS
2654
Integrity Advisory Solutions
Texas
$513K +$6.73K +86 +1%
CMBA
2655
C.M. Bidwell & Associates
Hawaii
$512K -$3.6K -46 -0.7%
APW
2656
Acima Private Wealth
Virginia
$511K – – –
HCA
2657
Harbour Capital Advisors
Virginia
$511K +$31.3K +400 +8%
DFS
2658
Demming Financial Services
Ohio
$511K – – –
WCFA
2659
Walkner Condon Financial Advisors
Wisconsin
$510K -$51.9K -663 -9%
WF
2660
WealthPoint Financial
North Carolina
$510K +$127K +1,617 +33%
CTI
2661
Community Trust & Investment
Kentucky
$509K – – –
SL
2662
Salomon & Ludwin
Virginia
$508K -$10.8K -138 -2%
LBC
2663
Leigh Baldwin & Co
New York
$508K +$78 +1 +0%
SMA
2664
Sage Mountain Advisors
Georgia
$507K -$2.96M -37,766 -85%
RWM
2665
Riverbend Wealth Management
South Carolina
$507K -$7.59K -97 -1%
CCA
2666
Cadent Capital Advisors
Oklahoma
$506K -$3.84K -49 -0.7%
CFG
2667
Carr Financial Group
Massachusetts
$505K -$22.2K -283 -4%
MAM
2668
McLean Asset Management
Virginia
$505K +$39K +498 +8%
PCMF
2669
Private Capital Management (Florida)
Florida
$504K – – –
HCM
2670
Hengehold Capital Management
Ohio
$504K +$29.5K +377 +6%
SLWA
2671
San Luis Wealth Advisors
California
$504K -$26.6K -340 -5%
PFG
2672
Prosperity Financial Group
California
$503K -$15.6K -199 -3%
SAM
2673
Secure Asset Management
Michigan
$503K -$20.5K -262 -4%
PNAA
2674
Pictet North America Advisors
Switzerland
$502K – – –
LEA
2675
Legacy Edge Advisors
New York
$501K -$24.4K -312 -5%
105 106
107
108 109