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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
5001
Alamar Capital Management
California
$319K
HAS
5002
Holland Advisory Services
Florida
$319K
NI
5003
NFC Investments
Tennessee
$318K
SIA
5004
Spectrum Investment Advisors
Wisconsin
$318K +$3.15K +25 +1%
APCM
5005
Alaska Permanent Capital Management
Alaska
$316K
Mawer Investment Management
5006
Mawer Investment Management
Alberta, Canada
$316K
SFO
5007
Standard Family Office
South Dakota
$316K
HCM
5008
Hutchinson Capital Management
California
$316K +$3.9K +31 +2%
VWMG
5009
Virginia Wealth Management Group
Virginia
$316K +$252K +2,000 New
WA
5010
Wilmar Advisors
Florida
$316K +$252K +2,000 New
PFM
5011
Patton Fund Management
Texas
$313K -$4.18M -33,199 -94%
LSC
5012
Lesa Sroufe & Co
Washington
$312K -$16.4K -130 -6%
BI
5013
Binnacle Investments
Iowa
$311K +$55.7K +443 +29%
FNBSF
5014
First National Bank Sioux Falls
South Dakota
$311K +$248K +1,968 New
RS
5015
Retirement Solution
Washington
$311K +$247K +1,966 New
SC
5016
Steph & Co
Wisconsin
$310K -$14K -111 -5%
GWMI
5017
Guardian Wealth Management (Illinois)
Illinois
$308K +$252 +2 +0.1%
SWIA
5018
Solano Wealth Investment Advisors
California
$307K +$4.41K +35 +2%
CWM
5019
Chronos Wealth Management
Florida
$307K +$244K +1,942 New
RTC
5020
Riverview Trust Company
Washington
$307K -$1.94M -15,396 -89%
LAMC
5021
Longview Asset Management (California)
California
$307K
RRWA
5022
Rainey & Randall Wealth Advisors
Florida
$305K
SFP
5023
Sterling Financial Planning
New Jersey
$305K +$9.82K +78 +4%
BOC
5024
Blue Oak Capital
California
$305K +$243K +1,930 New
SEM
5025
Strategic Equity Management
Arizona
$305K +$5.03K +40 +2%