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Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
1926
Arkfeld Wealth Strategies
Nebraska
$286K +$12.6K +95 +4%
MKA
1927
M. Kulyk & Associates
Georgia
$286K +$163K +1,225 +98%
WPC
1928
Waters Parkerson & Co
Louisiana
$284K +$266 +2 +0.1%
TWM
1929
Titus Wealth Management
California
$283K +$80.8K +607 +33%
FCM
1930
Fourpath Capital Management
Oklahoma
$283K +$326K +2,450 New
IC
1931
Inverness Counsel
New York
$282K -$328K -2,467 -50%
OMIC
1932
Old Mission Investment Co
Michigan
$282K +$53.2K +400 +20%
IGGA
1933
Iron Gate Global Advisors
Utah
$281K -$4.53K -34 -1%
BOM
1934
Bank of Marin
California
$279K -$882K -6,624 -73%
AA
1935
Apriem Advisors
California
$279K -$220K -1,655 -41%
VCM
1936
Viewpoint Capital Management
Washington
$279K +$15.3K +115 +5%
SWM
1937
SFG Wealth Management
Maryland
$278K -$4.26K -32 -1%
IC
1938
Inscription Capital
Texas
$277K -$66.8K -502 -17%
KTC
1939
Kistler-Tiffany Companies
Pennsylvania
$277K +$127K +951 +66%
OPWM
1940
Oxinas Partners Wealth Management
Indiana
$276K -$301K -2,263 -49%
MFP
1941
Meridian Financial Partners
Virginia
$276K -$21.3K -160 -6%
DAM
1942
Draper Asset Management
New York
$276K -$7.19K -54 -2%
BOPW
1943
Brandywine Oak Private Wealth
Pennsylvania
$276K +$62K +466 +24%
VC
1944
Veracity Capital
Georgia
$275K +$32.1K +241 +11%
JIR
1945
James Investment Research
Ohio
$274K -$1.19M -8,978 -79%
SFS
1946
Stiles Financial Services
Minnesota
$274K +$665 +5 +0.2%
PFBT
1947
Parkside Financial Bank & Trust
Missouri
$274K +$29K +218 +10%
LWA
1948
Lenox Wealth Advisors
New York
$273K +$1.06K +8 +0.3%
BCM
1949
Birch Capital Management
Texas
$271K – – –
MP
1950
McDonald Partners
Ohio
$271K +$312K +2,344 New
76 77
78
79 80