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Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
1926
Mirador Capital Partners
California
$217K -$11.4K -95 -5%
BWA
1927
BlueSky Wealth Advisors
North Carolina
$217K – – –
OC
1928
Oarsman Capital
Wisconsin
$216K -$15.8K -132 -7%
EAM
1929
Evanson Asset Management
California
$216K +$202K +1,692 New
SNB
1930
Security National Bank
Nebraska
$216K +$202K +1,692 New
FC
1931
Financial Consulate
Maryland
$216K +$203K +1,698 New
AFS
1932
Axiom Financial Strategies
Indiana
$215K -$27.9K -233 -12%
LB
1933
Legacy Bridge
Iowa
$215K +$50K +418 +33%
AIC
1934
Archer Investment Corporation
Indiana
$214K – – –
PIMG
1935
Patriot Investment Management Group
Tennessee
$214K -$4.31K -36 -2%
GCP
1936
GSA Capital Partners
United Kingdom
$214K +$201K +1,678 New
RZH
1937
Relyea Zuckerberg Hanson
Connecticut
$213K -$88.1K -736 -32%
TCM
1938
Tradewinds Capital Management
Washington
$213K -$20.5K -171 -9%
GL
1939
Graypoint LLC
New York
$213K +$200K +1,672 New
TIM
1940
Total Investment Management
Arizona
$213K +$240K +2,006 New
APC
1941
Aspire Private Capital
North Carolina
$212K -$110K -918 -36%
VCM
1942
Vivaldi Capital Management
Illinois
$212K -$35.1K -293 -16%
MPW
1943
Monterey Private Wealth
California
$212K +$188K +1,567 New
OFS
1944
Oldfather Financial Services
Nebraska
$212K +$196K +1,639 New
WFA
1945
Wade Financial Advisory
California
$211K -$7.42K -62 -4%
RCM
1946
Requisite Capital Management
Texas
$211K +$198K +1,654 New
W
1947
WealthStone
Ohio
$211K +$199K +1,661 New
GIP
1948
Greatmark Investment Partners
Georgia
$210K -$8.74K -73 -4%
ME
1949
McIlrath & Eck
Washington
$210K +$19.1K +160 +11%
WAAG
1950
Wealth Alliance Advisory Group
Kansas
$209K +$197K +1,643 New
76 77
78
79 80