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Name Holding Trade Value Shares
Change 		Change in
Stake
PO
2801
Private Ocean
California
$364K +$5.52K +18 +1%
MCM
2802
McMillion Capital Management
North Carolina
$361K – – –
MWM
2803
Merriman Wealth Management
Washington
$361K -$14.7K -48 -4%
TA
2804
Tiedemann Advisors
New York
$360K +$108K +352 +41%
CWM
2805
Campbell Wealth Management
Virginia
$360K -$7.67K -25 -2%
BCM
2806
Bienville Capital Management
New York
$359K – – –
CCA
2807
Conestoga Capital Advisors
Pennsylvania
$359K – – –
ML
2808
Mayport LLC
Massachusetts
$359K +$83.1K +271 +29%
PP
2809
Pacifica Partners
Canada
$358K -$3.68K -12 -1%
CWM
2810
Cranbrook Wealth Management
Michigan
$358K – – –
WPC
2811
White Pine Capital
Minnesota
$357K -$30.7K -100 -8%
IIL
2812
Insight Inv LLC
California
$357K – – –
SC
2813
SRB Corp
Massachusetts
$357K -$71.1K -232 -16%
T
2814
TRUADVICE
Florida
$356K +$364K +1,186 New
ACH
2815
ArrowMark Colorado Holdings
Colorado
$354K – – –
SA
2816
Sicart Associates
New York
$354K – – –
CVM
2817
Cheviot Value Management
California
$354K +$125K +408 +52%
CCC
2818
Chelsea Counsel Company
California
$354K +$169K +550 +85%
MCC
2819
Malaga Cove Capital
California
$354K +$113K +368 +44%
RFN
2820
RDA Financial Network
Iowa
$354K +$4.6K +15 +1%
WAOI
2821
Wealth Advisors of Iowa
Iowa
$354K +$367K +1,198 New
EA
2822
Echo45 Advisors
California
$353K -$65.9K -215 -15%
BA
2823
Bluesphere Advisors
Pennsylvania
$353K – – –
KLI
2824
Kelman-Lazarov Inc
Tennessee
$353K +$38K +124 +12%
JBA
2825
Johnson Bixby & Associates
Washington
$351K -$15.3K -50 -4%
111 112
113
114 115