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Name Holding Trade Value Shares
Change 		Change in
Stake
AGA
3251
Accuvest Global Advisors
Utah
$3.58M +$408K +1,234 +12%
MLA
3252
MB, Levis & Associates
Pennsylvania
$3.58M +$1.65K +5 +0%
CIA
3253
Cascade Investment Advisors
Oregon
$3.58M -$8.92K -27 -0.2%
RCG
3254
Resource Consulting Group
Florida
$3.58M -$353K -1,067 -9%
PCH
3255
PGIM Custom Harvest
New Jersey
$3.58M +$427K +1,293 +13%
OWA
3256
One Wealth Advisors
California
$3.57M -$330 -1 -0%
MCM
3257
Mendel Capital Management
Arkansas
$3.57M -$172K -521 -4%
SSW
3258
Smith Shellnut Wilson
Mississippi
$3.57M – – –
ZP
3259
Zimmer Partners
New York
$3.57M +$430K +1,300 +13%
WB
3260
West Bancorporation
Iowa
$3.57M +$52.9K +160 +1%
WWM
3261
Windsor Wealth Management
Indiana
$3.56M -$288K -871 -7%
SIC
3262
Samalin Investment Counsel
New York
$3.56M +$179K +541 +5%
LA
3263
Lifeworks Advisors
Michigan
$3.55M -$567K -1,717 -13%
WHC
3264
Wulff, Hansen & Co
California
$3.55M +$47.9K +145 +1%
KA
3265
Keene & Associates
Texas
$3.55M +$103K +312 +3%
DIS
3266
Diversified Investment Strategies
Louisiana
$3.55M -$2.76M -8,349 -43%
TI
3267
tru Independence
Oregon
$3.54M +$19.8K +60 +0.5%
CGFA
3268
Colton Groome Financial Advisors
North Carolina
$3.54M +$471K +1,426 +15%
FSCM
3269
Front Street Capital Management
Montana
$3.54M +$292K +883 +9%
GSC
3270
Grey Street Capital
Illinois
$3.53M +$3.7M +11,184 New
AFS
3271
Access Financial Services
Minnesota
$3.53M +$55.2K +167 +2%
AWM
3272
Ameliora Wealth Management
Switzerland
$3.52M -$45.9K -139 -1%
PWSG
3273
Pacific Wealth Strategies Group
California
$3.52M -$87.6K -265 -2%
SIA
3274
Schear Investment Advisers
Ohio
$3.52M -$87.2K -264 -2%
PC
3275
Permanens Capital
New York
$3.52M +$2.28M +6,885 +161%
129 130
131
132 133