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Name Holding Trade Value Shares
Change 		Change in
Stake
HAC
2576
Harbor Advisory Corp
New Hampshire
$237K – – –
FIBT
2577
First International Bank & Trust
North Dakota
$237K +$235K +4,603 New
S
2578
Surevest
California
$236K – – –
KWM
2579
Kolinsky Wealth Management
New Jersey
$236K +$234K +4,581 New
SAM
2580
Security Asset Management
New York
$235K -$125K -2,448 -35%
TPW
2581
TL Private Wealth
Texas
$235K -$56.2K -1,100 -19%
CCM
2582
Colorado Capital Management
Colorado
$234K -$1.18K -23 -0.5%
T
2583
TOBAM
France
$234K +$49.5K +968 +27%
LFG
2584
Lockerman Financial Group
California
$234K +$231K +4,528 New
KWMG
2585
King Wealth Management Group
Florida
$232K -$15.5K -303 -6%
BMO
2586
Beck Mack & Oliver
New York
$232K – – –
WFA
2587
Wellspring Financial Advisors
Ohio
$232K +$4.09K +80 +2%
CFC
2588
Coyle Financial Counsel
Illinois
$232K +$14.9K +292 +7%
RDIA
2589
RE Dickinson Investment Advisors
Iowa
$232K +$230K +4,500 New
NCM
2590
Northside Capital Management
Oregon
$231K -$46.4K -907 -17%
KFA
2591
Krane Funds Advisors
New York
$231K -$11.4K -223 -5%
BWA
2592
Burt Wealth Advisors
Maryland
$231K +$153 +3 +0.1%
CCA
2593
Column Capital Advisors
Indiana
$231K +$90.6K +1,773 +65%
ABP
2594
Arthur B. Page
$230K -$29.4K -575 -11%
VCM
2595
Versant Capital Management
Arizona
$230K -$358 -7 -0.2%
EA
2596
Emerald Advisors
Washington
$229K +$227K +4,447 New
ES
2597
Eagle Strategies
New York
$228K +$226K +4,424 New
SIC
2598
Samalin Investment Counsel
New York
$227K +$15.8K +310 +8%
PHIC
2599
Pine Haven Investment Counsel
Massachusetts
$227K +$225K +4,402 New
FWP
2600
Firethorn Wealth Partners
Georgia
$227K +$226K +4,414 New
102 103
104
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