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Name Holding Trade Value Shares
Change 		Change in
Stake
VCG
2401
Vantage Consulting Group
Virginia
$750K -$16.4K -109 -2%
KCM
2402
KRS Capital Management
Michigan
$749K -$65.2K -432 -8%
EWM
2403
Elite Wealth Management
Washington
$747K – – –
FAG
2404
Fortitude Advisory Group
Washington
$747K -$569K -3,771 -44%
HWM
2405
Hohimer Wealth Management
Washington
$745K +$230K +1,522 +48%
FNBSF
2406
First National Bank Sioux Falls
South Dakota
$744K +$72.6K +481 +11%
DAM
2407
Diamant Asset Management
Connecticut
$744K +$44.7K +296 +7%
CCIA
2408
Cherry Creek Investment Advisors
Colorado
$742K +$6.49K +43 +0.9%
AA
2409
Alta Advisers
United Kingdom
$741K – – –
EIA
2410
Eldridge Investment Advisors
New Hampshire
$740K – – –
BFPW
2411
BOK Financial Private Wealth
Colorado
$740K -$11.5K -76 -2%
SIAG
2412
Safeguard Investment Advisory Group
California
$739K -$2.87K -19 -0.4%
AI
2413
Accredited Investors
Minnesota
$739K +$21.9K +145 +3%
HFAS
2414
Hummer Financial Advisory Services
Illinois
$739K +$37.7K +250 +6%
SG
2415
Sienna Gestion
France
$739K +$707K +4,683 New
OFS
2416
OneAscent Financial Services
Alabama
$736K -$60.8K -403 -8%
VDBMI
2417
Van Den Berg Management I
Texas
$735K +$126K +835 +22%
RWM
2418
Revisor Wealth Management
Ohio
$734K +$322K +2,135 +81%
RGF
2419
Retirement Guys Formula
Ohio
$733K +$701K +4,645 New
SHA
2420
Seneca House Advisors
Virginia
$732K -$14.5K -96 -2%
GRQ
2421
Gardner Russo & Quinn
Pennsylvania
$731K -$15.4K -102 -2%
SVCP
2422
Silicon Valley Capital Partners
California
$731K +$297K +1,965 +74%
WI
2423
WrapManager Inc
California
$729K +$11K +73 +2%
LWM
2424
LJI Wealth Management
Indiana
$728K +$1.21K +8 +0.2%
OFG
2425
Oxford Financial Group
Indiana
$727K -$76.7K -508 -10%
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