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Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1601
Integrated Investment Consultants
Michigan
$465K +$16.2K +80 +4%
JWM
1602
Jackson Wealth Management
Florida
$465K +$130K +640 +41%
UOC
1603
UBS O'Connor
Illinois
$464K +$444K +2,190 New
SIMG
1604
Sonora Investment Management Group
Arizona
$463K +$60.8K +300 +16%
CWG
1605
Crown Wealth Group
North Carolina
$463K +$3.04K +15 +0.7%
GDP
1606
Great Diamond Partners
Maine
$461K -$32.4K -160 -7%
DJYG
1607
David J. Yvars Group
Florida
$461K – – –
BFIM
1608
Beese Fulmer Investment Management
Ohio
$460K – – –
AIA
1609
Angeles Investment Advisors
California
$458K -$1.06M -5,215 -71%
PTC
1610
Private Trust Company
Ohio
$457K +$57.7K +285 +15%
SPA
1611
Sherbrooke Park Advisers
New York
$457K +$437K +2,155 New
DWS
1612
Dynamic Wealth Strategies
California
$455K +$5.06K +25 +1%
CIAM
1613
Caitong International Asset Management
Hong Kong
$455K +$435K +2,145 New
FBFS
1614
First Business Financial Services
Wisconsin
$454K – – –
HDIM
1615
Hanson & Doremus Investment Management
Vermont
$453K +$21.3K +105 +5%
LEA
1616
Legacy Edge Advisors
New York
$452K +$9.12K +45 +2%
B
1617
Bellecapital
Switzerland
$452K +$147K +725 +52%
BFG
1618
Birch Financial Group
New Hampshire
$451K +$430K +2,125 New
KC
1619
Knuff & Co
California
$451K – – –
DWP
1620
Destiny Wealth Partners
Florida
$446K +$62.8K +310 +17%
HNB
1621
Hilltop National Bank
Wyoming
$445K +$79K +390 +23%
WBC
1622
West Branch Capital
Massachusetts
$442K +$313K +1,545 +286%
NRD
1623
Nebula Research & Development
New York
$442K -$433K -2,135 -51%
TWM
1624
Thrive Wealth Management
Pennsylvania
$441K +$18.2K +90 +5%
VAG
1625
VisionPoint Advisory Group
Texas
$441K -$158K -780 -27%
63 64
65
66 67