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Name Holding Trade Value Shares
Change 		Change in
Stake
RS
2701
Retirement Solution
Washington
$5.1M +$790K +3,098 +21%
ACM
2702
Avalon Capital Management
California
$5.09M – – –
ATIA
2703
American Trust Investment Advisors
New Hampshire
$5.09M -$510 -2 -0%
WAAG
2704
Wealth Alliance Advisory Group
Kansas
$5.08M +$65K +255 +1%
RC
2705
Reik & Co
New York
$5.08M -$306K -1,198 -6%
APW
2706
Austin Private Wealth
Texas
$5.07M +$12.2K +48 +0.3%
ANB
2707
Amarillo National Bank
Texas
$5.07M +$30.9K +121 +0.7%
BGDI
2708
BW Gestao de Investimentos
Brazil
$5.07M -$11.6M -45,663 -72%
BSI
2709
Bennett Selby Investments
Maine
$5.07M -$64.5K -253 -1%
PVM
2710
Palogic Value Management
Texas
$5.06M – – –
CA
2711
CV Advisors
Florida
$5.06M -$345K -1,352 -7%
CAMV
2712
Concord Asset Management (Virginia)
Virginia
$5.06M +$1.71M +6,723 +62%
KS
2713
Karpas Strategies
Connecticut
$5.06M -$62K -243 -1%
BCM
2714
Boltwood Capital Management
California
$5.05M +$262K +1,028 +6%
CWP
2715
Core Wealth Partners
California
$5.05M +$1.13M +4,416 +34%
SFG
2716
StrategIQ Financial Group
Indiana
$5.05M +$29.3K +115 +0.7%
WCM
2717
Wunderlich Capital Managemnt
Tennessee
$5.04M +$7.65K +30 +0.2%
FPF
2718
First Pacific Financial
Washington
$5.03M +$82.6K +324 +2%
OGC
2719
Oak Grove Capital
New Hampshire
$5.03M +$234K +916 +6%
LG
2720
Lane Generational
Massachusetts
$5.03M -$169K -662 -4%
FNA
2721
First National Advisers
Nebraska
$5.03M +$226K +886 +5%
HWA
2722
HHM Wealth Advisors
Tennessee
$5.01M +$111K +435 +3%
WFS
2723
Widmann Financial Services
Maryland
$5M +$48K +188 +1%
IA
2724
Insight Advisors
Pennsylvania
$5M -$644K -2,524 -13%
CG
2725
Castellan Group
Kentucky
$5M -$150K -590 -3%
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