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Name Holding Trade Value Shares
Change 		Change in
Stake
NJIM
3201
Nabity-Jensen Investment Management
Nebraska
$361K +$332K +1,019 New
CW
3202
Channel Wealth
California
$360K +$26.1K +80 +9%
SFI
3203
SPC Financial Inc
Maryland
$360K +$331K +1,017 New
AFG
3204
Albion Financial Group
Utah
$360K -$3.26K -10 -1%
VAG
3205
VisionPoint Advisory Group
Texas
$360K -$413K -1,269 -56%
SFG
3206
Sather Financial Group
Texas
$359K +$2.28K +7 +0.7%
LCM
3207
Liberty Capital Management
Michigan
$359K +$331K +1,015 New
TAM
3208
Trillium Asset Management
Massachusetts
$359K -$48.5K -149 -13%
FCG
3209
Financial Connections Group
California
$359K – – –
SGCA
3210
Steel Grove Capital Advisors
Tennessee
$359K -$290K -889 -47%
UL
3211
Unionview LLC
Washington
$358K +$326 +1 +0.1%
WHAM
3212
Windmill Hill Asset Management
United Kingdom
$358K +$330K +1,012 New
AWP
3213
Avid Wealth Partners
Texas
$357K +$329K +1,009 New
WWC
3214
Waypoint Wealth Counsel
Georgia
$357K +$3.26K +10 +1%
TPW
3215
Tiller Private Wealth
Pennsylvania
$357K -$25.4K -78 -7%
AWM
3216
Affinity Wealth Management
Delaware
$357K – – –
VPP
3217
Vertex Planning Partners
Illinois
$356K +$106K +324 +47%
RP
3218
Riverwater Partners
Wisconsin
$356K +$327K +1,005 New
SF
3219
Slagle Financial
Illinois
$356K +$321K +986 +96%
LFA
3220
Landmark Financial Advisors
Kentucky
$355K -$1.63K -5 -0.5%
LFG
3221
Lazard Frères Gestion
France
$355K – – –
CNB
3222
Camden National Bank
Maine
$355K -$38.1K -117 -10%
AWM
3223
Aberdeen Wealth Management
Illinois
$355K – – –
FAM
3224
Forte Asset Management
New York
$354K – – –
LFDLE
3225
La Financiere de L'Echiquier
France
$354K +$326K +1,000 New
127 128
129
130 131