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Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
2576
JNBA Financial Advisors
Minnesota
$991K +$56K +307 +7%
AI
2577
Accredited Investors
Minnesota
$990K -$39.8K -218 -4%
BDLIB
2578
Banque de Luxembourg Investments (BLI)
Luxembourg
$989K – – –
MWM
2579
Moulton Wealth Management
Washington
$989K +$365 +2 +0%
FFG
2580
Fiduciary Financial Group
California
$988K +$26.6K +146 +3%
FCB
2581
First County Bank
Connecticut
$988K -$89.4K -490 -9%
WAG
2582
Winthrop Advisory Group
Massachusetts
$987K -$58.2K -319 -6%
BWP
2583
Barlow Wealth Partners
Kentucky
$987K – – –
ACL
2584
Applied Capital LLC
Florida
$984K +$113K +617 +15%
BWM
2585
BCS Wealth Management
Tennessee
$984K -$933K -5,116 -52%
CF
2586
Clarity Financial
Texas
$983K -$43.9K -241 -5%
SSC
2587
Syverson Strege & Co
Iowa
$981K +$186K +1,021 +27%
CWA
2588
CM Wealth Advisors
Ohio
$980K +$1.82K +10 +0.2%
OC
2589
Oarsman Capital
Wisconsin
$979K -$33.9K -186 -4%
SFM
2590
Signet Financial Management
New Jersey
$979K -$3.43M -18,793 -80%
SP
2591
Successful Portfolios
Florida
$977K -$20.2K -111 -2%
FNBOH
2592
First National Bank of Hutchinson
Kansas
$977K – – –
LPAM
2593
Lodestar Private Asset Management
California
$976K +$8.57K +47 +1%
ANB
2594
Amarillo National Bank
Texas
$976K -$28.3K -155 -3%
BCI
2595
Blue Capital Inc
Nebraska
$976K +$23.2K +127 +3%
BAM
2596
Brave Asset Management
New Jersey
$974K +$62K +340 +8%
CS
2597
Capital Square
Tennessee
$972K -$25.3K -139 -3%
SCM
2598
Sterneck Capital Management
Missouri
$970K -$186K -1,020 -18%
WAM
2599
Worth Asset Management
Texas
$970K +$564K +3,091 +194%
RA
2600
Ruggaard & Associates
Ohio
$968K +$365 +2 +0%
102 103
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