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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2801
Solstein Capital
California
$115K – – –
RBC
2802
Roble Belko & Company
Pennsylvania
$113K +$514 +2 +0.4%
KLWA
2803
Kelly Lawrence W & Associates
California
$113K – – –
UOTTAIMCU
2804
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$111K +$114K +445 New
RWM
2805
Raffa Wealth Management
District of Columbia
$110K – – –
HWA
2806
Heritage Wealth Advisors
Virginia
$108K – – –
LFASL
2807
Lugano Financial Advisors SA (LFA)
Switzerland
$107K – – –
WSC
2808
Wellington Shields & Co
New York
$107K – – –
LFA
2809
Level Financial Advisors
New York
$106K – – –
DCBT
2810
Dakota Community Bank & Trust
North Dakota
$106K – – –
DAL
2811
Delta Accumulation LLC
California
$98.8K +$101K +395 New
WFA
2812
West Financial Advisors
Iowa
$94.6K – – –
RDIA
2813
RE Dickinson Investment Advisors
Iowa
$94K – – –
IRAG
2814
Investment Research & Advisory Group
Georgia
$93.3K – – –
DMBA
2815
Deseret Mutual Benefit Administrators
Utah
$90.8K +$771 +3 +0.8%
IA
2816
IFS Advisors
Kansas
$90.8K +$2.06K +8 +2%
M
2817
MOTCO
Texas
$89.3K – – –
PP
2818
PFS Partners
New Jersey
$88.8K – – –
PAG
2819
Paladin Advisory Group
Iowa
$88.6K – – –
LCM
2820
Logan Capital Management
Pennsylvania
$86.6K – – –
BOC
2821
Bull Oak Capital
California
$83.8K +$86.1K +335 New
LP
2822
LGL Partners
Pennsylvania
$82.3K +$84.5K +329 New
FPF
2823
First Pacific Financial
Washington
$80.8K +$83K +323 New
CAS
2824
Coppell Advisory Solutions
Texas
$79.8K -$58.1K -226 -26%
BG
2825
Bollard Group
Massachusetts
$76K – – –
111 112
113
114 115