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Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1101
Arden Trust
Delaware
$4M -$166K -992 -4%
WI
1102
Wafra Inc
New York
$4M – – –
CPWA
1103
Cerro Pacific Wealth Advisors
California
$3.99M +$29.7K +177 +0.7%
DTC
1104
Davidson Trust Company
Washington
$3.98M +$3.01M +17,967 +279%
IAG
1105
Investmark Advisory Group
Connecticut
$3.98M +$173K +1,033 +4%
LSAG
1106
Lake Street Advisors Group
New Hampshire
$3.96M +$121K +720 +3%
SIM
1107
Stratos Investment Management
Ohio
$3.96M +$75.6K +451 +2%
IWN
1108
Independent Wealth Network
Iowa
$3.96M +$35.7K +213 +0.9%
IFG
1109
Independent Financial Group
California
$3.95M +$403K +2,405 +11%
CIC
1110
Chase Investment Counsel
Virginia
$3.94M +$15.6K +93 +0.4%
RC
1111
Reik & Co
New York
$3.93M – – –
TYCC
1112
Texas Yale Capital Corp
Florida
$3.93M -$390K -2,329 -9%
LHC
1113
Little House Capital
Massachusetts
$3.92M +$628K +3,743 +18%
V
1114
VeraBank
Texas
$3.92M -$106K -631 -3%
WFI
1115
West Family Investments
California
$3.92M -$744K -4,436 -16%
ADL
1116
Asset Dedication LLC
California
$3.91M -$282K -1,682 -7%
BCM
1117
Boltwood Capital Management
California
$3.91M +$40.9K +244 +1%
NL
1118
NWAM LLC
Washington
$3.91M -$391K -2,335 -9%
S
1119
SignatureFD
Georgia
$3.9M +$337K +2,009 +9%
RMDI
1120
R.M. Davis Inc
Maine
$3.9M +$134K +800 +3%
PI
1121
PEAK6 Investments
Illinois
$3.88M -$710K -4,237 -15%
CWG
1122
Cornerstone Wealth Group
North Carolina
$3.88M -$136K -813 -3%
DWA
1123
Douglass Winthrop Advisors
New York
$3.88M +$179K +1,065 +5%
SIA
1124
Sage Investment Advisers
New York
$3.88M -$5.53K -33 -0.1%
HVP
1125
Hudson Value Partners
Florida
$3.88M +$27.5K +164 +0.7%
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