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Name Holding Trade Value Shares
Change 		Change in
Stake
PE
1051
PCM Encore
Colorado
$233K -$87.4K -6,479 -28%
CVA
1052
Central Valley Advisors
California
$233K -$4.34K -322 -2%
GAM
1053
Grandview Asset Management
Pennsylvania
$232K -$38K -2,814 -14%
GC
1054
Guidance Capital
Kentucky
$230K +$29.4K +2,176 +15%
CA
1055
Commerzbank Aktiengesellschaft
Germany
$230K -$109K -8,055 -33%
WC
1056
Waterloo Capital
Texas
$230K -$41K -3,042 -16%
RPGK
1057
Retirement Planning Group (Kansas)
Kansas
$230K +$49.1K +3,637 +28%
FMLI
1058
Fukoku Mutual Life Insurance
Japan
$229K – – –
LOWM
1059
Laurel Oak Wealth Management
New Jersey
$229K +$3.17K +235 +1%
PWA
1060
Pitcairn Wealth Advisors
Pennsylvania
$227K +$221K +16,353 New
KIA
1061
KCM Investment Advisors
California
$227K -$36.2K -2,682 -14%
DAS
1062
Dynamic Advisor Solutions
Arizona
$227K +$7.5K +556 +4%
CI
1063
Conning Inc
Connecticut
$226K -$23.2K -1,722 -10%
RCI
1064
RS Crum Inc
California
$225K -$6.17K -457 -3%
PP
1065
PDS Planning
Ohio
$225K +$5.4K +400 +3%
AA
1066
Alta Advisers
United Kingdom
$224K – – –
FCH
1067
Freestone Capital Holdings
Washington
$224K +$9.51K +705 +5%
PGF
1068
Plan Group Financial
Oklahoma
$224K +$3.62K +268 +2%
BAM
1069
Belpointe Asset Management
Nevada
$223K -$25.2K -1,866 -10%
OP
1070
Oslo Pensjonsforsikring
$222K – – –
HA
1071
Helium Advisors
Washington
$222K +$94 +7 +0%
WAM
1072
Walker Asset Management
Missouri
$221K +$40 +3 +0%
KP
1073
Keel Point
Alabama
$221K +$3.25K +241 +2%
DC
1074
Dahring Cusmano
Michigan
$221K +$39.3K +2,914 +22%
RIG
1075
RiverFront Investment Group
Virginia
$221K +$20K +1,480 +10%
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43
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