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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1901
Profit Investment Management
Maryland
$635K -$426K -3,614 -39%
BOJHT
1902
Bank of Jackson Hole Trust
Wyoming
$634K +$156K +1,322 +31%
GSIS
1903
Global Strategic Investment Solutions
Arizona
$634K -$5.3K -45 -0.8%
BBA
1904
BLB&B Advisors
Pennsylvania
$633K +$43.8K +372 +7%
PWAM
1905
Private Wealth Asset Management
Iowa
$631K +$1.06K +9 +0.2%
MLFP
1906
MPS Loria Financial Planners
Illinois
$631K -$20.7K -176 -3%
FBC
1907
Fairfield, Bush & Co
Connecticut
$631K – – –
BWM
1908
BankPlus Wealth Management
Mississippi
$630K -$31.9K -271 -5%
NCTC
1909
New Covenant Trust Company
Indiana
$630K -$4K -34 -0.6%
TA
1910
TCM Advisors
West Virginia
$630K – – –
CWM
1911
Circle Wealth Management
New Jersey
$630K +$50.6K +430 +8%
GDP
1912
Great Diamond Partners
Maine
$630K -$7.42K -63 -1%
HWA
1913
HHM Wealth Advisors
Tennessee
$628K -$1.41K -12 -0.2%
KSWWM
1914
Keyes Stange & Wooten Wealth Management
Florida
$625K +$236 +2 +0%
RWM
1915
RKL Wealth Management
Pennsylvania
$624K – – –
EWA
1916
Exencial Wealth Advisors
Oklahoma
$624K +$71.4K +606 +13%
PCM
1917
Polymer Capital Management
New York
$623K +$641K +5,441 New
PA
1918
Probity Advisors
Texas
$623K -$32.9K -279 -5%
HPC
1919
Hobart Private Capital
North Carolina
$622K +$200K +1,697 +45%
DC
1920
DeDora Capital
California
$621K -$74.3K -631 -10%
BCA
1921
Bay Colony Advisors
Massachusetts
$621K -$135K -1,144 -17%
PPW
1922
Presilium Private Wealth
Pennsylvania
$621K – – –
GPA
1923
Garrison Point Advisors
California
$618K -$27.1K -230 -4%
ACS
1924
Archford Capital Strategies
Illinois
$618K -$41.7K -354 -6%
PFG
1925
PAX Financial Group
Texas
$617K -$174K -1,480 -22%
75 76
77
78 79