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Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
2201
CIM Investment Management
Pennsylvania
$639K -$3.97K -24 -0.5%
EFG
2202
Everhart Financial Group
Ohio
$639K +$97.9K +592 +15%
RW
2203
RVW Wealth
California
$638K +$20.8K +126 +3%
LFA
2204
Landmark Financial Advisors
Kentucky
$638K +$32.4K +196 +5%
AA
2205
Addison Advisors
Vermont
$634K -$36.5K -221 -5%
HA
2206
Harbor Advisors
Florida
$633K – – –
TIM
2207
Total Investment Management
Arizona
$633K +$1.16K +7 +0.2%
SA
2208
Syntax Advisors
New York
$633K +$14.7K +89 +2%
VCG
2209
Vantage Consulting Group
Virginia
$633K +$14.7K +89 +2%
AA
2210
AF Advisors
California
$633K +$16.5K +100 +2%
MC
2211
Matisse Capital
Oregon
$631K +$331K +2,003 +85%
VCM
2212
Vision Capital Management
Oregon
$630K -$186K -1,126 -21%
OWP
2213
Obermeyer Wealth Partners
Colorado
$629K – – –
OWA
2214
Octavia Wealth Advisors
Ohio
$628K -$47.4K -287 -6%
WMA
2215
West Michigan Advisors
Michigan
$627K -$33.9K -205 -5%
BRA
2216
Biechele Royce Advisors
Indiana
$627K – – –
LNWTC
2217
Laird Norton Wetherby Trust Company
Washington
$626K -$834K -5,044 -54%
SIC
2218
Samalin Investment Counsel
New York
$624K +$41.3K +250 +6%
CFN
2219
Cordasco Financial Network
Florida
$624K +$42.3K +256 +6%
TIM
2220
Tevis Investment Management
Texas
$622K +$6.94K +42 +1%
DP
2221
DDD Partners
Washington
$620K +$1.82K +11 +0.3%
LIG
2222
Lokken Investment Group
Delaware
$619K +$12.1K +73 +2%
AIP
2223
Almanack Investment Partners
Pennsylvania
$618K -$3.64K -22 -0.5%
MIM
2224
Meixler Investment Management
Arizona
$617K -$186K -1,128 -21%
APWM
2225
Atlas Private Wealth Management
New York
$617K +$106K +644 +18%
87 88
89
90 91