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Name Holding Trade Value Shares
Change 		Change in
Stake
BG
1751
Bellevue Group
Switzerland
$264K +$325K +3,500 New
DC
1752
DeDora Capital
California
$264K -$1.11K -12 -0.3%
DWA
1753
Delap Wealth Advisory
Oregon
$263K -$63.9K -688 -16%
KBFS
1754
Kohmann Bosshard Financial Services
Ohio
$263K – – –
WA
1755
Wambolt & Associates
Colorado
$260K -$65.1K -700 -17%
MIM
1756
Morningstar Investment Management
Illinois
$260K – – –
AA
1757
Axiom Advisory
California
$259K +$259K +2,791 New
CFG
1758
CKW Financial Group
Hawaii
$258K +$186 +2 +0.1%
QC
1759
Quent Capital
New York
$258K -$102K -1,098 -24%
FSG
1760
Financial Strategies Group
Michigan
$258K +$2.32K +25 +0.7%
BB
1761
Burford Brothers
Texas
$257K -$5.95K -64 -2%
LW
1762
Linscomb Wealth
Texas
$257K +$53.6K +577 +20%
HA
1763
Hamel Associates
New Jersey
$257K – – –
AA
1764
Alta Advisers
United Kingdom
$256K – – –
FCA
1765
FLC Capital Advisors
California
$256K -$9.29K -100 -3%
CAL
1766
Capital Advisors Ltd
Ohio
$255K +$89.6K +964 +40%
CSB
1767
City State Bank
Iowa
$254K +$204K +2,200 +189%
SCM
1768
Steele Capital Management
Iowa
$253K -$397K -4,269 -56%
LWA
1769
Lantern Wealth Advisors
New York
$253K -$9.66K -104 -0.8%
CAG
1770
Csenge Advisory Group
Florida
$253K +$16.4K +177 +6%
BCM
1771
Boltwood Capital Management
California
$253K -$1.86K -20 -0.6%
BAM
1772
Bellevue Asset Management
Washington
$252K – – –
GCM
1773
Gallacher Capital Management
Colorado
$251K +$46.6K +501 +18%
VW
1774
Veridan Wealth
Oregon
$251K +$329K +3,535 New
BCM
1775
BlueCrest Capital Management
Jersey
$251K -$1.32M -14,188 -81%
69 70
71
72 73