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Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
2101
Blue Chip Wealth Management
Florida
$319K -$7.6K -287 -3%
CWM
2102
Confluence Wealth Management
Oregon
$319K +$28.3K +1,067 +11%
BSPF
2103
British Steel Pension Fund
United Kingdom
$318K -$207K -7,819 -41%
CFA
2104
Capstone Financial Advisors
Illinois
$318K -$35.3K -1,333 -11%
SLT
2105
St Louis Trust
Missouri
$317K -$31K -1,170 -10%
ACM
2106
Adalta Capital Management
New York
$317K – – –
BEAM
2107
Baker Ellis Asset Management
Washington
$317K – – –
BWP
2108
Baldwin Wealth Partners
Massachusetts
$316K -$9.83K -371 -3%
HA
2109
Hamel Associates
New Jersey
$316K +$18.8K +709 +7%
PFA
2110
Pure Financial Advisors
California
$315K +$39.2K +1,480 +16%
HCIA
2111
Hochman Cole Investment Advisors
Illinois
$314K -$1.46K -55 -0.5%
MAM
2112
Morse Asset Management
Connecticut
$314K – – –
AWC
2113
Abundance Wealth Counselors
Pennsylvania
$312K -$10.1K -380 -3%
UC
2114
Unio Capital
New Jersey
$311K – – –
AWA
2115
AmeriServ Wealth Advisors
Pennsylvania
$310K +$24.7K +932 +9%
AIS
2116
American Investment Services
Massachusetts
$307K – – –
TIM
2117
Total Investment Management
Arizona
$307K +$17.5K +662 +7%
AIM
2118
Aspen Investment Management
Michigan
$306K – – –
HCA
2119
Harbour Capital Advisors
Virginia
$303K – – –
HRC
2120
Hoertkorn Richard Charles
$303K – – –
RC
2121
Reik & Co
New York
$302K – – –
RWA
2122
Redhawk Wealth Advisors
Minnesota
$302K +$19.7K +743 +8%
PCA
2123
Peddock Capital Advisors
Massachusetts
$299K – – –
LB
2124
Landmark Bank
Missouri
$298K – – –
CFD
2125
Creative Financial Designs
Indiana
$298K +$57.5K +2,172 +26%
83 84
85
86 87