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Name Holding Trade Value Shares
Change 		Change in
Stake
HIS
3051
Harvest Investment Services
Illinois
$336K +$31.3K +104 +11%
PAW
3052
Plan A Wealth
Nebraska
$336K +$49.1K +163 +18%
ICCON
3053
Investment Counsel Company of Nevada
Nevada
$336K +$12.4K +41 +4%
DWS
3054
Discipline Wealth Solutions
South Carolina
$335K +$14.8K +49 +5%
SICM
3055
Sustainable Insight Capital Management
New York
$334K -$373K -1,238 -54%
RMC
3056
Resources Management Corp
Connecticut
$334K – – –
ACM
3057
Arcataur Capital Management
Wisconsin
$334K +$301 +1 +0.1%
BMO
3058
Beck Mack & Oliver
New York
$334K +$316K +1,050 New
KCM
3059
Kaye Capital Management
California
$333K +$9.34K +31 +3%
SF
3060
Slagle Financial
Illinois
$333K +$315K +1,047 New
VI
3061
VanderPol Investments
Michigan
$333K +$9.64K +32 +3%
KCPT
3062
Kingstone Capital Partners Texas
Texas
$332K -$18.1K -60 -5%
EWM
3063
EPG Wealth Management
Georgia
$332K -$573K -1,903 -65%
BWM
3064
Birchcreek Wealth Management
Ohio
$332K +$10.5K +35 +3%
PCIG
3065
Partners Capital Investment Group
Massachusetts
$331K +$314K +1,042 New
PFG
3066
Putney Financial Group
California
$331K – – –
IPW
3067
Invictus Private Wealth
Colorado
$330K -$333K -1,106 -52%
AFGAS
3068
Allegiance Financial Group Advisory Services
Virginia
$330K +$313K +1,039 New
CA
3069
Callahan Advisors
Texas
$329K +$21.1K +70 +7%
ICM
3070
Innovator Capital Management
Illinois
$329K -$6.33K -21 -2%
VCM
3071
Vision Capital Management
Oregon
$329K +$3.92K +13 +1%
NCM
3072
Northside Capital Management
Oregon
$329K +$15.7K +52 +5%
HWMO
3073
Heritage Wealth Management (Ohio)
Ohio
$328K +$2.11K +7 +0.7%
SIC
3074
SFE Investment Counsel
California
$328K +$904 +3 +0.3%
CPL
3075
Capital & Planning LLC
Georgia
$328K +$50.9K +169 +20%
121 122
123
124 125