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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2501
Wealthspan Partners
Iowa
$582K – – –
CAM
2502
Claret Asset Management
Quebec, Canada
$582K -$18K -56 -3%
MCA
2503
MSH Capital Advisors
Arizona
$582K +$61.1K +190 +11%
BI
2504
Berkeley Inc
Idaho
$581K +$1.29K +4 +0.2%
HPM
2505
Hoxton Planning & Management
West Virginia
$581K +$7.08K +22 +1%
CCA
2506
Clearwater Capital Advisors
Illinois
$580K -$1.61K -5 -0.3%
MCM
2507
Magnolia Capital Management
New York
$580K – – –
KWS
2508
Keystone Wealth Services
California
$580K +$1.29K +4 +0.2%
IPW
2509
Invictus Private Wealth
Colorado
$580K -$23.2K -72 -4%
FP
2510
Financial Perspectives
Minnesota
$578K -$247K -768 -29%
GG
2511
Gleason Group
Kentucky
$578K +$3.86K +12 +0.6%
FAT
2512
First American Trust
California
$578K +$158K +492 +35%
IIM
2513
InTrack Investment Management
Vermont
$577K -$114K -356 -16%
SB
2514
Sunflower Bank
Texas
$577K -$1.29K -4 -0.2%
NCM
2515
Noesis Capital Mangement
Florida
$574K -$19.3K -60 -3%
HIM
2516
Hillsdale Investment Management
Ontario, Canada
$573K +$309K +960 +103%
FSA
2517
Financial Security Advisor
Virginia
$572K +$609K +1,893 New
BC
2518
Bridgefront Capital
Texas
$572K +$609K +1,893 New
VCM
2519
Vivaldi Capital Management
Illinois
$571K +$29.3K +91 +5%
JWM
2520
Janiczek Wealth Management
Colorado
$571K +$55K +171 +10%
SGC
2521
Slocum, Gordon & Co
Rhode Island
$569K – – –
GAM
2522
Grandview Asset Management
Pennsylvania
$567K +$604K +1,877 New
CCM
2523
Crabel Capital Management
California
$566K +$602K +1,872 New
NRC
2524
New Republic Capital
North Carolina
$564K -$68.2K -212 -10%
DA
2525
Detalus Advisors
Missouri
$564K -$64.3K -200 -10%
99 100
101
102 103