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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
5776
Glynn Capital Management
California
$185K +$6.51K +35 +4%
1IA
5777
1620 Investment Advisors
Massachusetts
$184K -$10.4K -56 -5%
IA
5778
IFS Advisors
Kansas
$182K -$20.1K -108 -10%
MCM
5779
MidAtlantic Capital Management
Virginia
$182K +$181K +975 New
ZC
5780
Zeit Capital
Colorado
$168K – – –
LIA
5781
Luken Investment Analytics
Tennessee
$167K +$50.6K +272 +44%
DRP
5782
Decker Retirement Planning
Utah
$164K -$140K -752 -46%
MS
5783
Monetary Solutions
Ohio
$161K +$161K +865 New
PFO
5784
Pioneer Family Office
Florida
$160K +$160K +860 New
FAI
5785
Fiduciary Advisors Inc
Missouri
$160K – – –
EI
5786
Ecofi Investissements
France
$159K -$27.9K -150 -15%
DCM
5787
Disciplina Capital Management
Tennessee
$158K -$2.42K -13 -2%
WCM
5788
Westend Capital Management
California
$157K -$12.3K -66 -7%
CWM
5789
Copia Wealth Management
Oregon
$157K +$36.3K +195 +30%
CMP
5790
Coston McIsaac & Partners
Maine
$156K -$4.28K -23 -3%
CTC
5791
Cetera Trust Company
Minnesota
$153K – – –
PCM
5792
Palouse Capital Management
Washington
$150K -$49.5K -266 -25%
B
5793
Bayban
Minnesota
$150K +$149K +803 New
MTI
5794
Merrithew & Thorsten Inc
California
$149K +$149K +800 New
EWA
5795
EQ Wealth Advisors
Texas
$143K +$143K +768 New
LFA
5796
LGT Financial Advisors
Texas
$141K -$175K -940 -55%
WT
5797
WHI Trust
Illinois
$128K +$128K +686 New
CGA
5798
Compound Global Advisors
Washington
$118K – – –
SWA
5799
Strategic Wealth Advisors
Arizona
$115K +$115K +617 New
TC
5800
Tacita Capital
Ontario, Canada
$115K +$32.4K +174 +40%
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