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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1001
Kintegral Advisory
New York
$580K -$7.84K -27 -1%
IIC
1002
Integrated Investment Consultants
Michigan
$579K +$43K +148 +8%
TCOT
1003
Trust Company of Toledo
Ohio
$576K +$256K +880 +72%
DIM
1004
Delta Investment Management
California
$576K – – –
PWM
1005
Partnership Wealth Management
Maryland
$575K – – –
PA
1006
Probity Advisors
Texas
$571K -$4.94K -17 -0.8%
BIM
1007
Baldwin Investment Management
Pennsylvania
$571K -$142K -490 -19%
IAS
1008
IMA Advisory Services
Colorado
$568K +$84.5K +291 +16%
LFA
1009
Laraway Financial Advisors
Minnesota
$568K – – –
TWA
1010
TCI Wealth Advisors
Arizona
$567K +$55.2K +190 +10%
TC
1011
Truvestments Capital
Florida
$564K +$599K +2,062 New
CTA
1012
Chesley Taft & Associates
Illinois
$564K -$21.2K -73 -3%
ACM
1013
Advisors Capital Management
New Jersey
$564K +$42.7K +147 +8%
MA
1014
MKT Advisors
California
$561K – – –
JWA
1015
JFS Wealth Advisors
Pennsylvania
$560K +$568K +1,955 +2,102%
CW
1016
CreativeOne Wealth
Kansas
$560K -$1.82M -6,270 -75%
AWA
1017
Arete Wealth Advisors
Illinois
$560K -$37.8K -130 -6%
NC
1018
Napatree Capital
Rhode Island
$560K -$40.4K -139 -6%
PCM
1019
Parsons Capital Management
Rhode Island
$558K – – –
TWP
1020
Tyche Wealth Partners
Texas
$558K +$14.5K +50 +3%
CAM
1021
Councilmark Asset Management
Tennessee
$555K – – –
JWCA
1022
J.W. Cole Advisors
Florida
$549K -$266K -917 -31%
VCP
1023
Verus Capital Partners
Arizona
$548K -$14.2K -49 -2%
HFM
1024
Hartford Financial Management
Connecticut
$547K – – –
CFM
1025
Catalyst Funds Management
Australia
$547K +$116K +400 +25%
39 40
41
42 43