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Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1751
Winning Points Advisors
Florida
$227K – – –
OAM
1752
Occidental Asset Management
California
$226K – – –
MAS
1753
Managed Account Services
Florida
$226K +$227K +4,958 New
DAM
1754
Diamant Asset Management
Connecticut
$224K – – –
LJHT
1755
Laurie J. Hall Trustee
$223K – – –
MC
1756
Mathes Company
New York
$223K – – –
ACM
1757
AlphaStar Capital Management
North Carolina
$223K +$9.14K +200 +4%
TVWM
1758
Tower View Wealth Management
Wisconsin
$223K +$11.2K +246 +5%
SCM
1759
SOL Capital Management
Maryland
$222K -$32K -700 -13%
SAM
1760
Security Asset Management
New York
$222K – – –
SA
1761
SRH Advisors
Kansas
$222K – – –
DA
1762
DSC Advisors
Illinois
$220K +$218K +4,768 New
ATFA
1763
All Terrain Financial Advisors
Minnesota
$219K +$6.85K +150 +3%
ANB
1764
Amarillo National Bank
Texas
$219K +$216K +4,738 New
CIA
1765
Cascade Investment Advisors
Oregon
$218K -$9.64K -211 -4%
FAG
1766
Financial Advisory Group
Texas
$218K – – –
CWM
1767
Confluence Wealth Management
Oregon
$218K +$216K +4,728 New
CCC
1768
Chelsea Counsel Company
California
$217K -$54.8K -1,200 -20%
WTFG
1769
Wells Trecaso Financial Group
Ohio
$217K +$215K +4,712 New
MCM
1770
McRae Capital Management
New Jersey
$216K -$25.5K -558 -11%
NQWM
1771
Northwest Quadrant Wealth Management
Oregon
$215K +$199K +4,365 New
GC
1772
Gilbert & Cook
Iowa
$214K +$1.05K +23 +0.5%
BWM
1773
Baystate Wealth Management
Massachusetts
$213K -$7.36K -161 -3%
ALIONA
1774
Allianz Life Insurance of North America
Minnesota
$213K +$211K +4,617 New
BCIM
1775
Bishop & Co Investment Management
Pennsylvania
$209K -$4.57K -100 -2%
69 70
71
72 73