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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
4376
Meridiem Investment Management
United Kingdom
$259K -$91K -900 -30%
ADBIC
4377
A.D. Beadell Investment Counsel
Wisconsin
$259K +$213K +2,102 New
PCMK
4378
Paragon Capital Management (Kansas)
Kansas
$259K +$212K +2,095 New
IAMOG
4379
Investors Asset Management of Georgia
Georgia
$258K +$211K +2,090 New
BHWM
4380
Bay Harbor Wealth Management
Maryland
$258K -$12.2K -121 -5%
LWM
4381
Luminvest Wealth Management
Arizona
$257K -$1.44M -14,210 -86%
EWM
4382
Echo Wealth Management
Minnesota
$257K +$210K +2,081 New
HFO
4383
Heritage Family Offices
Arizona
$257K +$210K +2,080 New
HWMA
4384
Heritage Wealth Management (Arizona)
Arizona
$257K +$210K +2,080 New
CWMGP
4385
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$256K +$210K +2,075 New
TCOK
4386
Trust Company of Kansas
Kansas
$256K +$210K +2,076 New
DMBA
4387
Deseret Mutual Benefit Administrators
Utah
$255K -$38.7K -383 -16%
SG
4388
Strid Group
Pennsylvania
$255K +$107K +1,060 +106%
SWM
4389
Sculati Wealth Management
Michigan
$254K +$208K +2,060 New
BC
4390
Bowman & Company
Wisconsin
$253K -$110K -1,089 -35%
SPA
4391
Sherbrooke Park Advisers
New York
$253K -$973K -9,624 -82%
TA
4392
Tectonic Advisors
Texas
$252K +$206K +2,040 New
CBT
4393
CoreFirst Bank & Trust
Kansas
$251K – – –
BBNB
4394
Baker Boyer National Bank
Washington
$251K +$205K +2,030 New
BWM
4395
Buska Wealth Management
Wisconsin
$251K +$205K +2,029 New
RSWA
4396
Robinson Smith Wealth Advisors
Maine
$251K +$205K +2,028 New
WFS
4397
Widmann Financial Services
Maryland
$250K +$204K +2,020 New
SWM
4398
Solano Wealth Management
California
$249K +$204K +2,017 New
NI
4399
NFC Investments
Tennessee
$249K +$204K +2,014 New
DB
4400
Dravo Bay
Delaware
$249K -$172K -1,706 -46%
174 175
176
177 178