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Name Holding Trade Value Shares
Change 		Change in
Stake
SVCP
2176
Silicon Valley Capital Partners
California
$980K +$79.7K +521 +8%
PPG
2177
Peak Planning Group
Colorado
$980K -$38.6K -252 -4%
ADBIC
2178
A.D. Beadell Investment Counsel
Wisconsin
$978K – – –
EFL
2179
ERn Financial LLC
Wisconsin
$976K +$17.4K +114 +2%
CRI
2180
Colonial River Investments
Virginia
$975K -$20.2K -132 -2%
BA
2181
Ballast Advisors
Minnesota
$975K +$27.9K +182 +3%
WCG
2182
Weaver Consulting Group
California
$974K -$8.57K -56 -0.8%
ADIM
2183
Alpha DNA Investment Management
Maryland
$973K +$23.3K +152 +2%
DG
2184
DMC Group
Alabama
$971K -$62.9K -411 -6%
HFM
2185
Hartford Funds Management
Pennsylvania
$969K +$162K +1,057 +19%
FC
2186
Fusion Capital
South Carolina
$969K +$23K +150 +2%
MCA
2187
MSH Capital Advisors
Arizona
$968K – – –
FPB
2188
First PREMIER Bank
South Dakota
$968K -$124K -811 -11%
PWP
2189
Phillips Wealth Planners
Mississippi
$962K -$254K -1,662 -21%
OA
2190
Operose Advisors
Wisconsin
$961K +$296K +1,932 +41%
EWS
2191
Evergreen Wealth Solutions
Pennsylvania
$958K +$221K +1,445 +28%
AAM
2192
AMI Asset Management
California
$958K +$270K +1,765 +36%
VBA
2193
von Borstel & Associates
Oregon
$957K +$50.7K +331 +5%
HNB
2194
Hilltop National Bank
Wyoming
$957K -$10.7K -70 -1%
NIM
2195
Nexus Investment Management
Ontario, Canada
$956K -$7.65K -50 -0.8%
OWP
2196
Obermeyer Wealth Partners
Colorado
$956K -$17.4M -113,785 -95%
CFP
2197
Curran Financial Partners
South Carolina
$955K +$34K +222 +3%
GAA
2198
Global Assets Advisory
Florida
$955K -$107K -697 -10%
PCG
2199
PFC Capital Group
California
$955K -$118K -774 -11%
WGAM
2200
Wilkinson Global Asset Management
New York
$955K -$1.56M -10,190 -61%
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