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Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
2201
Briaud Financial Planning
Texas
$411K – – –
CIG
2202
Consolidated Investment Group
Colorado
$410K – – –
SCP
2203
Sivia Capital Partners
California
$409K +$7.84K +73 +2%
FSA
2204
Financial Security Advisor
Virginia
$407K +$3.22K +30 +0.7%
LCM
2205
Leisure Capital Management
California
$406K -$16K -149 -3%
MFS
2206
Miller Financial Services
Michigan
$406K -$31.4K -292 -7%
LFG
2207
Lockerman Financial Group
California
$405K -$2.58K -24 -0.6%
OWA
2208
ORBA Wealth Advisors
Illinois
$405K – – –
FA
2209
Fountainhead AM
New Jersey
$402K +$26.4K +246 +6%
FFC
2210
First Financial Corp
Indiana
$401K -$23.3K -217 -5%
VCM
2211
Viewpoint Capital Management
Washington
$401K -$752 -7 -0.2%
AWM
2212
Aviso Wealth Management
Washington
$401K -$8.49K -79 -2%
SI
2213
Saxon Interests
Texas
$401K +$69.4K +646 +19%
SCA
2214
St. Clair Advisors
Ohio
$398K – – –
WIM
2215
Wittenberg Investment Management
Massachusetts
$398K -$8.38K -78 -2%
IWM
2216
Iams Wealth Management
Nebraska
$397K +$34.2K +318 +9%
SWM
2217
Silverlake Wealth Management
Vermont
$396K – – –
PAS
2218
Professional Advisory Services
Florida
$396K +$1.29K +12 +0.3%
W
2219
Wealthquest
Ohio
$395K -$7.52K -70 -2%
BMO
2220
Beck Mack & Oliver
New York
$394K +$46.3K +431 +12%
MCM
2221
McDonough Capital Management
Florida
$393K -$42.8K -398 -9%
OPWM
2222
Oregon Pacific Wealth Management
Oregon
$393K +$21.8K +203 +5%
ACM
2223
Arcataur Capital Management
Wisconsin
$393K -$21K -195 -5%
WPW
2224
Waldron Private Wealth
Pennsylvania
$392K -$641K -5,961 -60%
DA
2225
Detalus Advisors
Missouri
$391K -$10.7K -100 -2%
87 88
89
90 91