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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
3001
WealthTrust Asset Management
Florida
$322K +$2.87K +18 +0.9%
LCM
3002
Liberty Capital Management
Michigan
$322K +$56.8K +356 +21%
PHAM
3003
Palisades Hudson Asset Management
Florida
$322K -$26.9K -169 -8%
AWC
3004
Adamsbrown Wealth Consultants
Kansas
$321K +$16.1K +101 +5%
GA
3005
Goldstein Advisors
Wisconsin
$321K +$108K +675 +49%
SWIG
3006
Strategic Wealth Investment Group
Kentucky
$320K +$326K +2,047 New
WH
3007
Willner & Heller
California
$320K -$4.62K -29 -1%
LFG
3008
Lockerman Financial Group
California
$320K +$27.7K +174 +9%
TB
3009
Terril Brothers
Missouri
$320K +$26.2K +164 +9%
BW
3010
Basepoint Wealth
Iowa
$319K +$10.4K +65 +3%
WIA
3011
Wetzel Investment Advisors
Indiana
$319K -$45.1K -283 -12%
JCM
3012
Jacobsen Capital Management
Utah
$319K +$28.2K +177 +10%
FCFC
3013
First Citizens Financial Corp
Iowa
$319K -$20.4K -128 -6%
PIMG
3014
Patriot Investment Management Group
Tennessee
$319K -$3.35K -21 -1%
IWA
3015
IVC Wealth Advisors
Pennsylvania
$319K -$1.44K -9 -0.4%
AL
3016
ADE LLC
Maryland
$318K +$27.9K +175 +9%
KOC
3017
Koss-Olinger Consulting
Florida
$318K +$324K +2,035 New
FI
3018
Financial Insights
Washington
$318K -$180K -1,126 -36%
RTC
3019
Riverview Trust Company
Washington
$318K – – –
BCM
3020
Beddow Capital Management
Wyoming
$317K +$19.9K +125 +7%
MLA
3021
MB, Levis & Associates
Pennsylvania
$316K +$1.59K +10 +0.5%
GWA
3022
Gratus Wealth Advisors
Virginia
$316K – – –
WPW
3023
Watershed Private Wealth
Illinois
$316K – – –
NCM
3024
Next Capital Management
New York
$315K +$59.8K +375 +23%
SC
3025
Slow Capital
California
$313K – – –
119 120
121
122 123