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Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1201
Independent Solutions Wealth Management
New York
$390K -$25K -100 -7%
FSA
1202
Fort Sheridan Advisors
Illinois
$390K +$11.3K +45 +3%
TIM
1203
Tevis Investment Management
Texas
$388K +$102K +406 +43%
LI
1204
Lafayette Investments
Maryland
$385K – – –
CAM
1205
Columbia Asset Management
Michigan
$385K – – –
LWL
1206
Leo Wealth LLC
Texas
$383K -$57.3K -229 -15%
WAM
1207
WNY Asset Management
New York
$383K -$500 -2 -0.2%
PA
1208
PSI Advisors
Florida
$381K +$12.5K +50 +4%
BFA
1209
Bragg Financial Advisors
North Carolina
$381K – – –
TYCC
1210
Texas Yale Capital Corp
Florida
$381K +$329K +1,315 New
LFA
1211
Legacy Financial Advisors
Kentucky
$380K +$8.26K +33 +3%
TNB
1212
Thomasville National Bank
Georgia
$380K -$60.5K -242 -16%
WCF
1213
West Coast Financial
California
$379K – – –
GI
1214
GAMMA Investing
California
$378K +$33.5K +134 +11%
CIA
1215
Caerus Investment Advisors
Texas
$374K – – –
VST
1216
Van Strum & Towne
California
$374K – – –
WA
1217
WBH Advisory
Maryland
$371K -$460K -1,837 -59%
RPWA
1218
Regent Peak Wealth Advisors
Georgia
$369K +$10.8K +43 +3%
TCOT
1219
Trust Company of Toledo
Ohio
$367K +$25K +100 +9%
WI
1220
WrapManager Inc
California
$367K -$37.8K -151 -11%
PA
1221
PFG Advisors
Arizona
$366K +$47K +188 +17%
GSB
1222
Greenfield Savings Bank
Massachusetts
$365K -$61K -244 -16%
FMLI
1223
Fukoku Mutual Life Insurance
Japan
$365K – – –
LBC
1224
Lowe Brockenbrough & Co
Virginia
$363K – – –
SC
1225
Summa Corp
Texas
$362K – – –
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