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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2601
Summit Financial Strategies
Ohio
$486K -$207K -1,186 -30%
SC
2602
Slow Capital
California
$485K -$72.4K -415 -13%
BEC
2603
Blue Edge Capital
Virginia
$485K – – –
MA
2604
McBroom & Associates
Nevada
$485K – – –
BCM
2605
Basso Capital Management
Connecticut
$485K +$471K +2,700 New
PCMC
2606
Private Capital Management (Colorado)
Colorado
$484K -$81.1K -465 -15%
IDBONY
2607
Israel Discount Bank of New York
New York
$482K -$30.7K -176 -6%
LAS
2608
Lloyd Advisory Services
Georgia
$481K +$468K +2,679 New
PWAC
2609
Private Wealth Advisors (California)
California
$480K -$4.19K -24 -0.9%
ACM
2610
Ashford Capital Management
Delaware
$479K – – –
SCA
2611
Stillwater Capital Advisors
Pennsylvania
$479K +$2.09K +12 +0.5%
MWA
2612
Miller Wealth Advisors
Colorado
$479K +$230K +1,317 +82%
MCM
2613
Morton Capital Management
California
$477K +$8.38K +48 +2%
CAM
2614
Concorde Asset Management
Michigan
$477K +$20.1K +115 +5%
PFC
2615
Phocas Financial Corp
California
$474K – – –
WAS
2616
Winch Advisory Services
Wisconsin
$471K +$155K +891 +52%
BF
2617
Brogan Financial
Tennessee
$470K +$457K +2,619 New
SCM
2618
Silvant Capital Management
Georgia
$469K – – –
PWM
2619
Palumbo Wealth Management
New York
$468K +$1.57K +9 +0.3%
VW
2620
Vance Wealth
California
$468K +$175 +1 +0%
CCP
2621
Carmel Capital Partners
California
$467K +$64.9K +372 +17%
MIA
2622
MMBG Investment Advisors
Florida
$467K – – –
DWM
2623
Denver Wealth Management
Colorado
$466K +$8.72K +50 +2%
ACM
2624
Armbruster Capital Management
New York
$465K – – –
C
2625
Covestor
United Kingdom
$464K -$63.2K -362 -12%
103 104
105
106 107