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Name Holding Trade Value Shares
Change 		Change in
Stake
OC
901
Optima Capital
Oregon
$287K +$1.69K +131 +0.6%
TPI
902
Trust Point Inc
Wisconsin
$286K +$7.93K +615 +3%
SI
903
Saxon Interests
Texas
$286K -$30.4K -2,355 -10%
WF
904
WoodTrust Financial
Wisconsin
$286K – – –
NAS
905
NWF Advisory Services
California
$285K -$85K -6,589 -23%
IRC
906
Investors Research Corp
Georgia
$284K -$119K -9,246 -30%
SWM
907
SeaCrest Wealth Management
New York
$284K +$16.4K +1,269 +7%
CAM
908
Concorde Asset Management
Michigan
$284K -$284 -22 -0.1%
SI
909
Severin Investments
Missouri
$284K -$20.4K -1,583 -7%
CCWA
910
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$284K +$279K +21,626 New
PTC
911
Private Trust Company
Ohio
$283K +$45.8K +3,554 +20%
GAM
912
Grandview Asset Management
Pennsylvania
$281K -$14.9K -1,152 -5%
SCM
913
Steele Capital Management
Iowa
$278K -$9.71K -753 -3%
CCC
914
Compass Capital Corp
Massachusetts
$277K +$14.3K +1,109 +6%
PWM
915
Paulson Wealth Management
Illinois
$276K +$14K +1,086 +5%
CIP
916
Capital Insight Partners
Arizona
$276K – – –
BFA
917
Beacon Financial Advisory
Ohio
$275K -$284 -22 -0.1%
MW
918
Marble Wealth
Alabama
$274K +$269K +20,859 New
CAM
919
Carret Asset Management
New York
$274K +$39 +3 +0%
FIM
920
Fruth Investment Management
Texas
$273K – – –
OPWM
921
Oxinas Partners Wealth Management
Indiana
$272K +$64 +5 +0%
RMC
922
Ring Mountain Capital
California
$272K -$88.2K -6,842 -26%
GWM
923
Gibbs Wealth Management
Georgia
$270K -$19K -1,473 -7%
OAM
924
Ostrum Asset Management
France
$270K -$87.8K -6,810 -25%
TA
925
Townsend & Associates
Colorado
$269K +$1.73K +134 +0.7%
35 36
37
38 39