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Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
2401
Westover Capital Advisors
Delaware
$440K -$34.6K -134 -7%
BCA
2402
Biltmore Capital Advisors
New Jersey
$439K -$435K -1,688 -50%
SFWA
2403
Summit Financial Wealth Advisors
Louisiana
$437K -$11.1K -43 -3%
BIA
2404
Bigelow Investment Advisors
Maine
$437K +$2.84K +11 +0.7%
CPSAC
2405
Chas P. Smith & Associates (CPS)
Florida
$436K – – –
WG
2406
Welch Group
Alabama
$436K +$12.9K +50 +3%
SL
2407
Stevard LLC
Illinois
$435K – – –
VCM
2408
Vision Capital Management
Oregon
$435K +$88.7K +344 +26%
TP
2409
Truvvo Partners
New York
$433K -$415K -1,611 -49%
SIC
2410
Samalin Investment Counsel
New York
$433K -$123K -478 -22%
WA1
2411
Wimmer Associates 1
California
$433K +$55.4K +215 +15%
TF
2412
Tompkins Financial
New York
$432K -$8.77K -34 -2%
OFG
2413
Oxford Financial Group
Indiana
$431K -$167K -649 -28%
LCC
2414
Lincoln Capital Corp
Rhode Island
$431K +$18.3K +71 +5%
PLFAM
2415
Pineno Levin & Ford Asset Management
Virginia
$428K +$101K +390 +31%
PPG
2416
Peak Planning Group
Colorado
$427K +$421K +1,631 New
ME
2417
McIlrath & Eck
Washington
$427K -$3.1K -12 -0.7%
PCMC
2418
Paragon Capital Management (Colorado)
Colorado
$425K – – –
WWM
2419
Windsor Wealth Management
Indiana
$423K -$20.6K -80 -5%
BCM
2420
Breiter Capital Management
Florida
$423K +$33.5K +130 +9%
EP
2421
EPIQ Partners
Minnesota
$421K +$51.6K +200 +15%
AR
2422
Advisory Research
Illinois
$421K +$414K +1,607 New
CCA
2423
Conservest Capital Advisors
Pennsylvania
$419K – – –
IR
2424
Invictus RG
Bermuda
$417K +$410K +1,591 New
MSA
2425
Marino Stram & Associates
Massachusetts
$415K +$4.38K +17 +1%
95 96
97
98 99