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Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1601
9258 Wealth Management
Ohio
$437K – – –
EWA
1602
Evolution Wealth Advisors
Florida
$437K +$52.2K +378 +18%
ACM
1603
Adalta Capital Management
New York
$436K -$34.5K -250 -9%
LWM
1604
Loveless Wealth Management
Montana
$436K -$31.1K -225 -8%
TM
1605
Titan Managers
Arizona
$434K +$345K +2,493 New
VCA
1606
Verdence Capital Advisors
Maryland
$429K +$22.3K +161 +7%
VC
1607
Veracity Capital
Georgia
$428K -$311K -2,251 -48%
FNC
1608
First National Corp
Massachusetts
$428K – – –
SOAMC
1609
Spirit of America Management Corp
New York
$427K +$48.4K +350 +17%
SDWIA
1610
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$426K +$20.6K +149 +6%
LCAM
1611
London & Capital Asset Management
United Kingdom
$425K +$337K +2,440 New
KP
1612
Keel Point
Alabama
$424K +$6.08K +44 +2%
LWA
1613
Lenox Wealth Advisors
New York
$423K -$21.7K -157 -6%
FBB
1614
Fulton Breakefield Broenniman
Maryland
$419K +$2.76K +20 +0.8%
PB
1615
Pinnacle Bancorp
Nebraska
$415K +$18K +130 +6%
FCA
1616
FLC Capital Advisors
California
$413K -$96.7K -700 -23%
CCG
1617
Cypress Capital Group
Florida
$412K +$138 +1 +0%
WEC
1618
Winslow Evans & Crocker
Massachusetts
$412K +$27.4K +198 +9%
WFA
1619
Wade Financial Advisory
California
$410K -$14.9K -108 -4%
MIC
1620
Means Investment Company
Maine
$410K -$8.02K -58 -3%
BCM
1621
Birch Capital Management
Texas
$409K – – –
NB
1622
Northwest Bancshares
Pennsylvania
$409K +$324K +2,348 New
MBTD
1623
Mechanics Bank - Trust Department
California
$408K -$103K -742 -24%
NEWAS
1624
N.E.W. Advisory Services
Wisconsin
$408K +$324K +2,342 New
BCM
1625
Bienville Capital Management
New York
$405K -$9.5M -68,750 -97%
63 64
65
66 67