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Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
2176
Lynx Investment Advisory
District of Columbia
$922K +$25.2K +179 +3%
EDRH
2177
Edmond de Rothschild Holding
Switzerland
$921K -$44.1K -313 -5%
CFA
2178
CWS Financial Advisors
Michigan
$920K +$1.69K +12 +0.2%
PA
2179
Promethium Advisors
Maryland
$920K -$1.11M -7,861 -55%
DFS
2180
Dixon Fnancial Services
California
$919K +$846 +6 +0.1%
BC
2181
Barrett & Company
Rhode Island
$918K – – –
SW
2182
SkyOak Wealth
Michigan
$917K +$117K +831 +15%
CNBT
2183
Cornerstone National Bank & Trust
Illinois
$916K +$11.4K +81 +1%
BIA
2184
Beacon Investment Advisors
Maryland
$916K +$51.7K +367 +6%
MCM
2185
Mendel Capital Management
Arkansas
$916K +$1.41K +10 +0.2%
SAIG
2186
Semper Augustus Investments Group
Colorado
$915K +$31.9K +226 +4%
TAM
2187
Townsend Asset Management
North Carolina
$915K +$13.5K +96 +2%
MW
2188
MBL Wealth
North Carolina
$914K -$47.4K -336 -5%
SIS
2189
Sound Income Strategies
Florida
$913K +$125K +888 +16%
FAT
2190
First American Trust
California
$912K +$8.74K +62 +1%
CAG
2191
Centerpoint Advisory Group
Kansas
$911K -$16.1K -114 -2%
FFS
2192
Fischer Financial Services
Pennsylvania
$910K -$138K -977 -13%
DLHL
2193
Donald L. Hagan LLC
Florida
$910K -$18.5K -131 -2%
FIB
2194
First Interstate Bank
Montana
$909K -$12.5K -89 -1%
CAM
2195
Creekmur Asset Management
Illinois
$909K +$241K +1,712 +37%
MCM
2196
Manchester Capital Management
Vermont
$908K +$2.82K +20 +0.3%
HBW
2197
Hazlett, Burt & Watson
West Virginia
$908K -$166K -1,175 -16%
BI
2198
Bolthouse Investments
California
$907K -$142K -1,010 -14%
AO
2199
Advisor OS
Illinois
$907K +$35.7K +253 +4%
DIP
2200
Davis Investment Partners
North Carolina
$907K +$45.4K +322 +5%
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