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Name Holding Trade Value Shares
Change 		Change in
Stake
AAB
2526
ABN AMRO Bank
Netherlands
$852K -$287K -1,540 -23%
OPTFSNA
2527
Old Point Trust & Financial Services N A
Virginia
$851K -$124K -665 -11%
SWGC
2528
Summit Wealth Group (Colorado)
Colorado
$851K +$182K +976 +23%
LFA
2529
LGT Financial Advisors
Texas
$851K +$1.68K +9 +0.2%
BT
2530
Brandywine Trust
Delaware
$850K – – –
HCP
2531
Hardin Capital Partners
South Carolina
$849K -$21.4K -115 -2%
WFA
2532
Wellspring Financial Advisors
Ohio
$848K -$8.38K -45 -0.9%
KA
2533
KDT Advisors
New York
$847K +$36.3K +195 +4%
MCM
2534
Mainstream Capital Management
California
$847K – – –
ALA
2535
Atlas Legacy Advisors
California
$846K +$121K +649 +15%
FSAG
2536
Financial Solutions Advisory Group
Illinois
$846K -$7.45K -40 -0.8%
OL
2537
OneFund LLC
Florida
$845K -$19.4K -104 -2%
WI
2538
Wedgewood Investors
Pennsylvania
$845K +$14.9K +80 +2%
SFGM
2539
Stonebridge Financial Group (Missouri)
Missouri
$844K +$25.9K +139 +3%
SCM
2540
Stevens Capital Management
Pennsylvania
$844K +$81.9K +440 +9%
AWMM
2541
Aegis Wealth Management (Maryland)
Maryland
$844K +$948K +5,091 New
PLFS
2542
Provident Living Financial Services
Utah
$843K +$48K +258 +5%
AGA
2543
Arkos Global Advisors
Texas
$843K +$20.8K +112 +2%
TFA
2544
Toth Financial Advisory
Virginia
$842K -$401K -2,153 -30%
LWAM
2545
Legacy Wealth Asset Management
Minnesota
$842K -$23.3K -125 -2%
MWP
2546
Meriwether Wealth & Planning
Louisiana
$840K -$3.54K -19 -0.4%
JDLA
2547
J. Derek Lewis & Associates
California
$837K +$37.8K +203 +4%
RAM
2548
Ramirez Asset Management
New York
$836K +$852K +4,578 +987%
MA
2549
MJP Associates
Connecticut
$835K -$108K -580 -10%
PA
2550
PSI Advisors
Florida
$830K -$278K -1,493 -23%
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