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Name Holding Trade Value Shares
Change 		Change in
Stake
FNC
901
First National Corp
Massachusetts
$234K – – –
ARG
902
Advisory Resource Group
Oklahoma
$234K +$2.1K +20 +1%
LCWP
903
Legacy Capital Wealth Partners
Arkansas
$233K +$216K +2,060 New
WA
904
Wealth Architects
California
$232K -$80.8K -770 -27%
CCM
905
Compass Capital Management
Minnesota
$226K – – –
GG
906
Gleason Group
Kentucky
$226K – – –
VCM
907
Vision Capital Management
Oregon
$226K – – –
ICM
908
Infini Capital Management
Hong Kong
$226K +$210K +2,000 New
IMF
909
Infini Master Fund
Hong Kong
$226K +$210K +2,000 New
KWP
910
Keystone Wealth Partners
Arizona
$226K +$210K +2,000 New
MCM
911
Maple Capital Management
Vermont
$226K +$210K +2,000 New
SAMT
912
Select Asset Management & Trust
Pennsylvania
$226K +$210K +2,000 New
SFBLI
913
Southern Farm Bureau Life Insurance
Mississippi
$226K +$210K +2,000 New
SSB
914
Sandy Spring Bank
Maryland
$225K +$4.2K +40 +2%
4WM
915
4J Wealth Management
Virginia
$225K +$209K +1,990 New
TW
916
Transform Wealth
Colorado
$224K -$43K -410 -17%
NFG
917
Nations Financial Group
Iowa
$224K -$31.5K -300 -13%
SBL
918
Sargent Bickham Lagudis
Colorado
$224K – – –
RC
919
RegentAtlantic Capital
New Jersey
$223K +$207K +1,970 New
AFM
920
Abbot Financial Management
Massachusetts
$222K – – –
DR
921
Davis Rea
Ontario, Canada
$219K +$204K +1,940 New
TFGT
922
TS Financial Group (TSFG)
Illinois
$217K -$36.7K -350 -15%
JSP
923
Jackson Square Partners
California
$217K +$202K +1,920 New
B
924
Bellecapital
Switzerland
$217K +$216K +2,060 New
PFO
925
Pathstone Family Office
New Jersey
$216K +$200K +1,910 New
35 36
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38 39