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Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
1901
Wimmer Associates 1
California
$453K -$65.9K -2,627 -12%
OIM
1902
Orca Investment Management
Oregon
$453K – – –
JWM
1903
Janiczek Wealth Management
Colorado
$452K – – –
BFA
1904
Beaumont Financial Advisors
Massachusetts
$451K -$6.41M -255,508 -93%
LFG
1905
LifePlan Financial Group
Ohio
$451K +$1.43K +57 +0.3%
LFASL
1906
Lugano Financial Advisors SA (LFA)
Switzerland
$451K +$470K +18,741 New
NERM
1907
New England Research & Management
Illinois
$450K -$1.66K -66 -0.4%
CB
1908
CNB Bank
Pennsylvania
$449K -$40.9K -1,628 -8%
ALIONA
1909
Allianz Life Insurance of North America
Minnesota
$448K +$113K +4,483 +31%
WP
1910
Wedgewood Partners
Missouri
$447K +$33.2K +1,324 +8%
SNBOSCI
1911
Security National Bank of Sioux City Iowa
Iowa
$445K -$1.41M -56,321 -75%
STA
1912
Summit Trail Advisors
New York
$445K -$1.2M -47,698 -72%
HPWM
1913
Highland Private Wealth Management
Washington
$445K +$461K +18,380 New
LFA
1914
Legacy Financial Advisors
Kentucky
$443K +$87.8K +3,498 +23%
IWP
1915
Icon Wealth Partners
Texas
$441K +$132K +5,247 +41%
CA
1916
Claar Advisors
New York
$441K +$457K +18,188 New
TWM
1917
Titus Wealth Management
California
$438K +$24.1K +962 +6%
SWA
1918
Sutton Wealth Advisors
Florida
$437K +$5.55K +221 +1%
AI
1919
Accredited Investors
Minnesota
$436K -$59.4K -2,368 -12%
ARM
1920
Adirondack Research & Management
New York
$434K – – –
PWS
1921
Peloton Wealth Strategists
Indiana
$434K +$449K +17,907 New
ACP
1922
Aveo Capital Partners
Colorado
$433K +$41.4K +1,650 +10%
AIA
1923
Arbor Investment Advisors
North Carolina
$432K +$10.8K +429 +2%
DBT
1924
Dubuque Bank & Trust
Iowa
$430K +$4.09K +163 +0.9%
WP
1925
WMS Partners
Maryland
$430K +$55.4K +2,208 +14%
75 76
77
78 79