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Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
1951
Silver Oak Securities
Tennessee
$1.55M +$25.9K +76 +2%
SFI
1952
SPC Financial Inc
Maryland
$1.54M +$195K +571 +15%
TWM
1953
Tradition Wealth Management
Minnesota
$1.54M +$3.75K +11 +0.2%
MC
1954
Martin & Co
Tennessee
$1.54M +$30.7K +90 +2%
CCFM
1955
Clear Creek Financial Management
Washington
$1.54M +$40.6K +119 +3%
LCM
1956
Legato Capital Management
California
$1.53M -$512K -1,501 -25%
UBV
1957
United Bank (Virginia)
Virginia
$1.53M -$130K -381 -8%
AIFAIM
1958
American Institute for Advanced Investment Management
Arizona
$1.53M +$11.9K +35 +0.8%
TRIA
1959
Trail Ridge Investment Advisors
Colorado
$1.52M +$22.5K +66 +2%
MPM
1960
Meritage Portfolio Management
Kansas
$1.52M +$682 +2 +0%
CF
1961
Centaurus Financial
California
$1.52M -$61.1K -179 -4%
CW
1962
CIC Wealth
Maryland
$1.52M -$112K -329 -7%
CFM
1963
Catalyst Funds Management
Australia
$1.51M -$1.23M -3,600 -45%
TCM
1964
Tandem Capital Management
New Jersey
$1.51M +$11.3K +33 +0.7%
HKIM
1965
Hayek Kallen Investment Management
Alabama
$1.51M +$17.4K +51 +1%
SDWIA
1966
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.51M -$2.39K -7 -0.2%
CSB
1967
City State Bank
Iowa
$1.51M +$920K +2,697 +160%
V
1968
ViaWealth
Kansas
$1.51M -$44K -129 -3%
OFG
1969
OmniStar Financial Group
North Carolina
$1.51M +$78.5K +230 +6%
KWM
1970
Kolinsky Wealth Management
New Jersey
$1.5M +$35.8K +105 +2%
CP
1971
Covenant Partners
Tennessee
$1.5M – – –
AI
1972
Accredited Investors
Minnesota
$1.5M +$104K +306 +8%
WG
1973
Winton Group
United Kingdom
$1.5M -$20.5K -60 -1%
PFG
1974
Prosperity Financial Group
California
$1.5M -$41.3K -121 -3%
WWM
1975
Wiser Wealth Management
Georgia
$1.5M +$19.8K +58 +1%
77 78
79
80 81