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Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
5051
Breakwater Investment Management
Washington
$122K – – –
CMP
5052
Coston McIsaac & Partners
Maine
$121K +$6.97K +55 +5%
FFA
5053
Frazier Financial Advisors
Ohio
$118K -$9.38K -74 -6%
IA
5054
IFS Advisors
Kansas
$117K +$3.04K +24 +2%
LFA
5055
LGT Financial Advisors
Texas
$117K – – –
PCM
5056
Palouse Capital Management
Washington
$116K – – –
HFS
5057
Hopwood Financial Services
Virginia
$114K +$1.65K +13 +1%
GCM
5058
Glynn Capital Management
California
$114K +$22.1K +174 +20%
AIA
5059
Arcadia Investment Advisors
Idaho
$112K -$4.69K -37 -3%
NC
5060
North Capital
Utah
$111K +$130K +1,023 New
LFASL
5061
Lugano Financial Advisors SA (LFA)
Switzerland
$109K -$29.2K -230 -19%
EPW
5062
Evergreen Private Wealth
Colorado
$109K +$2.54K +20 +2%
APW
5063
Atlantic Private Wealth
North Carolina
$109K -$12.7K -100 -9%
GCM
5064
Gladstone Capital Management
United Kingdom
$108K – – –
FCMT
5065
Founders Capital Management (Texas)
Texas
$107K -$5.07K -40 -4%
SHF
5066
Safe Harbor Fiduciary
Florida
$104K +$6.46K +51 +6%
VWWMG
5067
Vermillion & White Wealth Management Group
Pennsylvania
$102K +$29.2K +230 +32%
ZC
5068
Zeit Capital
Colorado
$97.5K +$114K +900 New
TLA
5069
Tanglewood Legacy Advisors
Texas
$97.1K -$13.9K -110 -11%
RWM
5070
Ruedi Wealth Management
Illinois
$96.5K – – –
DCM
5071
Disciplina Capital Management
Tennessee
$93.3K -$155K -1,219 -59%
FAI
5072
Fiduciary Advisors Inc
Missouri
$92.9K – – –
EI
5073
Ecofi Investissements
France
$92.7K – – –
CTC
5074
Cetera Trust Company
Minnesota
$88.9K – – –
PAM
5075
Parvin Asset Management
South Dakota
$88.1K +$103K +813 New
201 202
203
204 205