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Name Holding Trade Value Shares
Change 		Change in
Stake
BHTS
1926
Bar Harbor Trust Services
Maine
$661K -$1.1K -21 -0.2%
ASFA
1927
All Season Financial Advisors
Colorado
$661K +$656K +12,464 New
BOS
1928
Bingham Osborn & Scarborough
California
$660K +$117K +2,220 +22%
OFA
1929
Oak Family Advisors
Illinois
$655K +$284K +5,391 +77%
SFG
1930
Sunburst Financial Group
Alabama
$654K -$6.52K -124 -1%
AWM
1931
Accurate Wealth Management
Florida
$654K +$649K +12,342 New
C
1932
Certuity
Florida
$653K -$26.9K -512 -4%
LB
1933
Leo Brokerage
Texas
$652K +$104K +1,973 +19%
PIA
1934
Perennial Investment Advisors
California
$652K +$275K +5,228 +74%
TC
1935
Trust Company
Kansas
$651K -$1.55M -29,398 -71%
LBD
1936
Landsberg Bennett & Dubbaneh
Florida
$649K -$15.5K -295 -2%
LB
1937
Legacy Bridge
Iowa
$648K -$25K -475 -4%
AIM
1938
Acropolis Investment Management
Missouri
$648K +$9.52K +181 +2%
AFG
1939
Allegheny Financial Group
Pennsylvania
$648K +$34.2K +651 +6%
EI
1940
EDMP Inc
Florida
$646K -$50.2K -955 -7%
PTC
1941
Philadelphia Trust Company
Pennsylvania
$645K +$62.9K +1,195 +11%
AIL
1942
AGF Investments LLC
Ontario, Canada
$643K -$137K -2,595 -18%
TWA
1943
TCI Wealth Advisors
Arizona
$643K +$27.8K +528 +5%
RCM
1944
RB Capital Management
Nevada
$640K -$27.8K -528 -4%
GSEP
1945
Golden State Equity Partners
California
$640K +$416K +7,901 +189%
CAM
1946
Cozad Asset Management
Illinois
$637K -$51.2K -973 -7%
IBOK
1947
Independence Bank of Kentucky
Kentucky
$635K +$2.1K +40 +0.3%
CAM
1948
Cypress Asset Management
Texas
$634K +$3.68K +70 +0.6%
MPW
1949
Monterey Private Wealth
California
$634K +$69.1K +1,314 +12%
FCFC
1950
First Citizens Financial Corp
Iowa
$632K -$5.26K -100 -0.8%
76 77
78
79 80