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Name Holding Trade Value Shares
Change 		Change in
Stake
SRIM
2151
Saratoga Research & Investment Management
California
$736K -$406K -5,962 -36%
JEST
2152
JTC Employer Solutions Trustee
Jersey
$736K – – –
IF
2153
Integrity Financial
Wyoming
$735K +$73.8K +1,082 +11%
WMA
2154
Wealth Management Associates
New Jersey
$733K -$45.9K -673 -6%
CIC
2155
Chase Investment Counsel
Virginia
$733K +$448K +6,577 +159%
WFM
2156
Wolff Financial Management
Michigan
$733K -$1.64K -24 -0.2%
CIA
2157
Compass Ion Advisors
Pennsylvania
$731K +$51.3K +752 +8%
RCM
2158
Raleigh Capital Management
North Carolina
$730K -$65.5K -961 -8%
ME
2159
McIlrath & Eck
Washington
$726K +$204 +3 +0%
MA
2160
MBA Advisors
Pennsylvania
$725K -$34.6K -507 -5%
MSA
2161
Marino Stram & Associates
Massachusetts
$725K +$545 +8 +0.1%
BWM
2162
Bullock Wealth Management
Indiana
$724K -$16.3K -239 -2%
SMA
2163
Seven Mile Advisory
New Jersey
$724K +$254K +3,720 +54%
GWSG
2164
GPS Wealth Strategies Group
Colorado
$722K -$3.34K -49 -0.5%
WB
2165
West Bancorporation
Iowa
$719K +$143K +2,100 +25%
SCP
2166
Sivia Capital Partners
California
$718K +$21.4K +314 +3%
SFC
2167
SYM Financial Corp
Indiana
$717K -$39.4K -578 -5%
CFA
2168
Cahill Financial Advisors
Minnesota
$717K +$136K +1,991 +23%
MSR
2169
Main Street Research
Connecticut
$716K -$7.16K -105 -1%
BFWA
2170
Benchmark Financial Wealth Advisors
Florida
$715K +$9.68K +142 +1%
SIM
2171
Sentry Investment Management
Wisconsin
$714K -$141K -2,066 -17%
BOJHT
2172
Bank of Jackson Hole Trust
Wyoming
$713K +$99.9K +1,466 +16%
AIM
2173
Acropolis Investment Management
Missouri
$712K +$68.7K +1,008 +11%
SFG
2174
Sovereign Financial Group
Connecticut
$711K +$49.6K +727 +8%
FA
2175
Fountainhead AM
New Jersey
$710K +$13.3K +195 +2%
85 86
87
88 89