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Name Holding Trade Value Shares
Change
Change in
Stake
ICCON
5001
Investment Counsel Company of Nevada
Nevada
$321K – – –
IMA
5002
Investment Management Associates
Colorado
$321K – – –
OFI
5003
Outbound Financial Inc
Colorado
$321K +$255K +2,030 New
WMWM
5004
Wilkins Miller Wealth Management
Alabama
$319K +$18.1K +144 +8%
ACM
5005
Alamar Capital Management
California
$319K – – –
HAS
5006
Holland Advisory Services
Florida
$319K – – –
NI
5007
NFC Investments
Tennessee
$318K – – –
SIA
5008
Spectrum Investment Advisors
Wisconsin
$318K +$3.15K +25 +1%
APCM
5009
Alaska Permanent Capital Management
Alaska
$316K – – –
Mawer Investment Management
5010
Mawer Investment Management
Alberta, Canada
$316K – – –
SFO
5011
Standard Family Office
South Dakota
$316K – – –
HCM
5012
Hutchinson Capital Management
California
$316K +$3.9K +31 +2%
VWMG
5013
Virginia Wealth Management Group
Virginia
$316K +$252K +2,000 New
WA
5014
Wilmar Advisors
Florida
$316K +$252K +2,000 New
PFM
5015
Patton Fund Management
Texas
$313K -$4.18M -33,199 -94%
LSC
5016
Lesa Sroufe & Co
Washington
$312K -$16.4K -130 -6%
BI
5017
Binnacle Investments
Iowa
$311K +$55.7K +443 +29%
FNBSF
5018
First National Bank Sioux Falls
South Dakota
$311K +$248K +1,968 New
RS
5019
Retirement Solution
Washington
$311K +$247K +1,966 New
SC
5020
Steph & Co
Wisconsin
$310K -$14K -111 -5%
GWMI
5021
Guardian Wealth Management (Illinois)
Illinois
$308K +$252 +2 +0.1%
SWIA
5022
Solano Wealth Investment Advisors
California
$307K +$4.41K +35 +2%
CWM
5023
Chronos Wealth Management
Florida
$307K +$244K +1,942 New
RTC
5024
Riverview Trust Company
Washington
$307K -$1.94M -15,396 -89%
LAMC
5025
Longview Asset Management (California)
California
$307K – – –