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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
2301
Cutler Investment Counsel
Oregon
$414K +$383K +4,650 New
MA
2302
Maxele Advisors
Missouri
$414K +$383K +4,650 New
SCM
2303
Sunbeam Capital Management
Georgia
$414K +$383K +4,650 New
DF
2304
Dunhill Financial
United Kingdom
$412K +$142K +1,730 +60%
BFIC
2305
Bedell Frazier Investment Counselling
California
$412K +$8.23K +100 +2%
SLWA
2306
San Luis Wealth Advisors
California
$411K +$379K +4,610 New
LAM
2307
Lifestyle Asset Management
Texas
$411K -$33.7K -410 -8%
WA
2308
WESPAC Advisors
California
$411K +$21.4K +260 +6%
EIG
2309
Ellenbecker Investment Group
Wisconsin
$411K – – –
LF
2310
Lantz Financial
Illinois
$410K -$11.5K -140 -3%
FDS
2311
First Dallas Securities
Texas
$410K – – –
RCM
2312
RNC Capital Management
California
$410K -$6.58K -80 -2%
FIC
2313
Family Investment Center
Missouri
$409K -$58.4K -710 -13%
AWM
2314
Alterna Wealth Management
Texas
$409K +$37K +450 +11%
AI
2315
Atom Investors
Texas
$408K +$377K +4,580 New
ACM
2316
Alpha Capital Management
Texas
$407K +$30.5K +370 +9%
PIAS
2317
PCA Investment Advisory Services
Ohio
$406K +$16.5K +200 +5%
FPW
2318
Fairvoy Private Wealth
Alabama
$406K +$375K +4,550 New
HFAS
2319
Hummer Financial Advisory Services
Illinois
$404K – – –
SGK
2320
Steigerwald Gordon & Koch
Virginia
$404K – – –
KWS
2321
Keystone Wealth Services
California
$404K +$21.4K +260 +6%
BW
2322
BIP Wealth
Georgia
$403K +$71.6K +870 +24%
FMC
2323
First Merchants Corp
Indiana
$403K +$41.2K +500 +12%
BTD
2324
BankPlus Trust Department
Mississippi
$402K +$371K +4,510 New
CPCM
2325
Cardinal Point Capital Management
Ontario, Canada
$402K +$371K +4,510 New
91 92
93
94 95