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Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
1101
Blue Trust Inc
Georgia
$536K -$248K -4,093 -29%
PS
1102
Principal Securities
Iowa
$536K +$18.5K +305 +3%
TFA
1103
TPG Financial Advisors
Oregon
$536K +$26.3K +433 +4%
FAT
1104
First American Trust
California
$536K -$34.6K -570 -5%
BEAM
1105
Baker Ellis Asset Management
Washington
$534K -$12.1K -200 -2%
LP
1106
LGL Partners
Pennsylvania
$532K +$606K +10,000 New
BC
1107
Burney Company
Virginia
$532K +$21.9K +361 +4%
PTC
1108
Private Trust Company
Ohio
$532K -$1.52K -25 -0.2%
PH
1109
Pinnacle Holdings
Oklahoma
$531K +$80.8K +1,332 +15%
TCP
1110
TMB Capital Partners
Arkansas
$531K +$2.91K +48 +0.5%
MLL
1111
Moody Lynn & Lieberson
Massachusetts
$529K +$303 +5 +0%
PCC
1112
Park Circle Company
Maryland
$528K – – –
BIAS
1113
Beacon Investment Advisory Services
New Jersey
$525K +$102K +1,681 +20%
HI
1114
Harbour Investments
Wisconsin
$523K +$267K +4,402 +80%
RWC
1115
Rare Wolf Capital
Washington
$522K -$599K -9,879 -50%
GAA
1116
Global Assets Advisory
Florida
$517K -$44.6K -735 -7%
GWM
1117
Gibbs Wealth Management
Georgia
$516K +$592K +9,763 New
AIS
1118
American Investment Services
Massachusetts
$515K +$592K +9,758 New
CAMG
1119
CWA Asset Management Group
Florida
$511K +$47.8K +789 +9%
IAS
1120
Insigneo Advisory Services
Florida
$510K -$81.7K -1,347 -12%
SP
1121
Saranac Partners
$510K -$74.8K -1,233 -12%
DCM
1122
Donaldson Capital Management
Indiana
$508K -$106K -1,741 -15%
AA
1123
Acorns Advisers
California
$507K +$87.4K +1,441 +18%
ETC
1124
Exchange Traded Concepts
Oklahoma
$507K -$12.3M -202,224 -95%
CANC
1125
Culbertson A N & Co
Virginia
$498K +$572K +9,435 New
43 44
45
46 47