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Name Holding Trade Value Shares
Change
Change in
Stake
LF
1301
Lantz Financial
Illinois
$233K -$10.8K -43 -4%
DCA
1302
DSG Capital Advisors
Minnesota
$233K – – –
VA
1303
VestGen Advisors
Illinois
$232K +$231K +917 New
IF
1304
Integrity Financial
Wyoming
$232K +$3.02K +12 +1%
PW
1305
PUREfi Wealth
Massachusetts
$231K – – –
KWM
1306
KFG Wealth Management
Indiana
$231K -$31.5K -125 -12%
BOM
1307
Bank of Marin
California
$231K – – –
FNBT
1308
FineMark National Bank & Trust
Florida
$231K +$229K +910 New
PA
1309
PFG Advisors
Arizona
$230K +$228K +906 New
AT
1310
Avalon Trust
New Mexico
$229K – – –
AIA
1311
Allied Investment Advisors
Montana
$229K – – –
AAS
1312
Annex Advisory Services
Wisconsin
$229K +$2.52K +10 +1%
PWM
1313
Palumbo Wealth Management
New York
$229K +$10.8K +43 +5%
FA
1314
Fiduciary Alliance
South Carolina
$229K – – –
HI
1315
Harbour Investments
Wisconsin
$228K -$18.4K -73 -7%
BOTPPF
1316
Board of the Pension Protection Fund
United Kingdom
$228K -$555K -2,200 -71%
CFG
1317
Carr Financial Group
Massachusetts
$227K -$380K -1,507 -63%
CCFM
1318
Clear Creek Financial Management
Washington
$227K +$226K +896 New
HCP
1319
Hamilton Capital Partners
Georgia
$227K – – –
CFP
1320
Catalyst Financial Partners
Massachusetts
$225K +$224K +888 New
CAM
1321
Creekmur Asset Management
Illinois
$225K +$214K +849 +2,177%
MIP
1322
Marietta Investment Partners
Wisconsin
$225K +$224K +887 New
FMTC
1323
Farmers & Merchants Trust Company
California
$225K +$224K +887 New
WFAG
1324
Wescott Financial Advisory Group
Pennsylvania
$224K +$3.53K +14 +2%
LAM
1325
Longboard Asset Management
Arizona
$224K – – –