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Name Holding Trade Value Shares
Change 		Change in
Stake
IAM
3451
ICM Asset Management
Washington
$349K – – –
DC
3452
Defender Capital
North Carolina
$348K – – –
LIM
3453
Lagoda Investment Management
New York
$345K -$96.6K -460 -22%
T
3454
TrueFG
Texas
$345K +$92.6K +441 +37%
MM
3455
Meridian Management
Arkansas
$345K +$115K +549 +50%
KAH
3456
Kathryn A. Hall
$342K – – –
BCM
3457
Birmingham Capital Management
Alabama
$340K +$52.5K +250 +18%
MGWM
3458
Marks Group Wealth Management
Minnesota
$339K -$5.46K -26 -2%
AGA
3459
Accuvest Global Advisors
Utah
$338K -$523K -2,489 -61%
HGWM
3460
Harvest Group Wealth Management
Massachusetts
$335K +$2.73K +13 +0.8%
MSWMA
3461
Market Street Wealth Management Advisors
Indiana
$334K -$8.4K -40 -2%
KTA
3462
Keeley-Teton Advisors
Illinois
$333K -$41.8K -199 -11%
TFA
3463
TPG Financial Advisors
Oregon
$329K +$2.31K +11 +0.7%
DA
3464
Doliver Advisors
Texas
$327K +$327K +1,555 New
GM
3465
GeoWealth Management
Illinois
$325K -$290K -1,381 -46%
CCIA
3466
Campbell & Co Investment Adviser
Maryland
$323K +$323K +1,538 New
SBA
3467
Secrest Blakey & Associates
North Carolina
$322K -$5.04K -24 -2%
BCM
3468
Beddow Capital Management
Wyoming
$321K – – –
SL
3469
Salomon & Ludwin
Virginia
$320K – – –
UIA
3470
UBP Investment Advisors
Switzerland
$320K – – –
TSS
3471
Thomas Story & Son
Indiana
$319K +$3.15K +15 +1%
HAC
3472
Harbor Advisory Corp
New Hampshire
$318K -$5.25K -25 -2%
HWA
3473
Hilltop Wealth Advisors
North Carolina
$318K – – –
LWIC
3474
Leith Wheeler Investment Counsel
British Columbia, Canada
$318K +$318K +1,512 New
HIM
3475
Hanlon Investment Management
New Jersey
$315K -$2.07M -9,877 -87%
137 138
139
140 141