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Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1351
Whitegate Investment Counselors
New Hampshire
$300K -$159K -3,200 -35%
OGC
1352
Oak Grove Capital
New Hampshire
$300K -$149K -3,000 -33%
CM
1353
Crestline Management
Texas
$300K +$299K +6,000 New
SA
1354
Strategic Advisors
New York
$299K – – –
KLCM
1355
KG&L Capital Management
Louisiana
$299K +$298K +5,990 New
MWM
1356
Merriman Wealth Management
Washington
$298K -$293K -5,890 -50%
PA
1357
Procyon Advisors
Connecticut
$298K +$995 +20 +0.3%
IF
1358
Intrua Financial
Texas
$297K -$12.4K -250 -4%
BWM
1359
BCS Wealth Management
Tennessee
$296K +$14.4K +290 +5%
GCM
1360
Gladius Capital Management
Illinois
$296K +$294K +5,900 New
BHBT
1361
Burke & Herbert Bank & Trust
Virginia
$295K +$294K +5,900 New
BG
1362
Berry Group
Massachusetts
$294K -$19.9K -400 -6%
WP
1363
WealthPLAN Partners
Nebraska
$294K -$11.9K -240 -4%
NHC
1364
Nicholas Hoffman & Company
Georgia
$293K – – –
DIM
1365
Delta Investment Management
California
$291K -$2.85M -57,230 -91%
SFI
1366
SPC Financial Inc
Maryland
$290K -$993K -19,950 -77%
LFA
1367
Legacy Financial Advisors
Kentucky
$290K +$289K +5,800 New
PA
1368
PFG Advisors
Arizona
$289K +$25.4K +510 +10%
BBA
1369
BLB&B Advisors
Pennsylvania
$288K -$24.9K -500 -8%
RIM
1370
Redwood Investment Management
Arizona
$288K -$6.97K -140 -2%
WA
1371
Wealth Alliance
New York
$286K -$38.8K -780 -12%
IWAG
1372
Integer Wealth Advisors Group
Georgia
$284K +$8.96K +180 +3%
DWM
1373
Destination Wealth Management
California
$284K +$48.3K +970 +21%
BA
1374
Ballast Advisors
Minnesota
$283K +$14.9K +300 +6%
GDP
1375
Great Diamond Partners
Maine
$283K +$282K +5,670 New
53 54
55
56 57