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Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
2776
Almanack Investment Partners
Pennsylvania
$301K – – –
KAM
2777
Karani Asset Management
New York
$301K +$300K +4,876 New
TNA
2778
True North Advisors
Texas
$301K +$41.2K +670 +16%
GI
2779
GLOBALT Investments
Georgia
$301K – – –
PWH
2780
Priebe Wealth Holdings
Minnesota
$301K +$300K +4,870 New
FI
2781
Financial Insights
Washington
$300K +$30.7K +498 +11%
FIBT
2782
First International Bank & Trust
North Dakota
$300K – – –
LWMM
2783
Legacy Wealth Management (Mississippi)
Mississippi
$300K – – –
LAM
2784
LECAP Asset Management
United Kingdom
$299K +$298K +4,840 New
GCP
2785
Gill Capital Partners
Colorado
$298K +$16.9K +274 +6%
HCA
2786
Harbour Capital Advisors
Virginia
$298K +$9.48K +154 +3%
BIA
2787
Benchmark Investment Advisors
Illinois
$297K -$22.3K -363 -7%
RC
2788
Rovin Capital
Arizona
$297K +$296K +4,807 New
KLCM
2789
KG&L Capital Management
Louisiana
$297K -$24.7K -402 -8%
ACM
2790
AUA Capital Management
Pennsylvania
$297K – – –
CIG
2791
Cascade Investment Group
Colorado
$296K -$30.1K -489 -9%
BA
2792
Ballast Advisors
Minnesota
$296K – – –
SIC
2793
Sigma Investment Counselors
Michigan
$296K +$8.13K +132 +3%
HWM
2794
Hemington Wealth Management
Virginia
$296K +$11.6K +189 +4%
FA
2795
Financial Advisors
Massachusetts
$296K +$62 +1 +0%
RFA
2796
Resurgent Financial Advisors
Georgia
$296K +$1.23K +20 +0.4%
GLLW
2797
Graves Light Lenhart Wealth
Virginia
$295K +$14.3K +233 +5%
LAS
2798
Lloyd Advisory Services
Georgia
$295K +$22.2K +360 +8%
BWMG
2799
Barnes Wealth Management Group
California
$295K +$26K +423 +10%
SRCM
2800
Signature Resources Capital Management
California
$295K +$9.42K +153 +3%
110 111
112
113 114