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Name Holding Trade Value Shares
Change 		Change in
Stake
BF
2601
Brucke Financial
Indiana
$603K -$48.1K -86 -8%
SAMT
2602
Select Asset Management & Trust
Pennsylvania
$603K +$3.91K +7 +0.7%
SBWIC
2603
Schaper Benz & Wise Investment Counsel
Wisconsin
$603K -$24K -43 -4%
CF
2604
Convergence Financial
Missouri
$602K +$5.59K +10 +1%
GAM
2605
Grandview Asset Management
Pennsylvania
$602K +$559 +1 +0.1%
JWA
2606
JFS Wealth Advisors
Pennsylvania
$602K -$71K -127 -11%
RCA
2607
Ranch Capital Advisors
Florida
$600K -$22.9K -41 -4%
M
2608
MOTCO
Texas
$597K – – –
FCMC
2609
Founders Capital Management (Connecticut)
Connecticut
$597K +$13.4K +24 +2%
WCFA
2610
Walkner Condon Financial Advisors
Wisconsin
$595K +$22.9K +41 +4%
RFN
2611
Redwood Financial Network
Ohio
$592K +$29.6K +53 +5%
RPGK
2612
Retirement Planning Group (Kansas)
Kansas
$590K +$47.5K +85 +9%
CP
2613
Camelot Portfolios
Ohio
$589K – – –
CIAS
2614
CFS Investment Advisory Services
New Jersey
$588K -$25.2K -45 -4%
UB
2615
Umpqua Bank
Oregon
$587K -$65.4K -117 -10%
DAL
2616
Delta Accumulation LLC
California
$586K +$559 +1 +0.1%
JF
2617
JMN Financial
Ohio
$585K +$573K +1,025 New
NCTC
2618
New Covenant Trust Company
Indiana
$585K +$29.6K +53 +5%
FFS
2619
Founders Financial Securities
Maryland
$584K +$81.6K +146 +17%
CVM
2620
Cheviot Value Management
California
$583K -$39.1K -70 -6%
CPA
2621
Clear Point Advisors
New York
$583K – – –
RAM
2622
Reflection Asset Management
South Carolina
$583K +$571K +1,021 New
IUHSA
2623
Itau Unibanco Holding S.A.
Brazil
$582K +$184K +330 +49%
WSA
2624
Warm Springs Advisors
California
$582K – – –
JFG
2625
JMG Financial Group
Illinois
$582K – – –
103 104
105
106 107