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Name Holding Trade Value Shares
Change 		Change in
Stake
EDRIA
1776
Edmonds Duncan Registered Investment Advisors
Kansas
$603K – – –
CIC
1777
Cutler Investment Counsel
Oregon
$603K +$26K +149 +5%
PCWA
1778
Pacific Capital Wealth Advisors
California
$602K +$506K +2,903 New
OHIS
1779
Oak Harvest Investment Services
Texas
$602K +$506K +2,902 New
DCM
1780
DGS Capital Management
New Jersey
$600K +$91.4K +524 +22%
RRCM
1781
Rappaport Reiches Capital Management
Illinois
$599K -$1.74K -10 -0.3%
SB
1782
Sunflower Bank
Texas
$597K +$20.4K +117 +4%
FA
1783
Financial Alternatives
California
$597K -$22.5K -129 -4%
PWA
1784
Phoenix Wealth Advisors
North Carolina
$596K +$50.9K +292 +11%
BBA
1785
BLB&B Advisors
Pennsylvania
$596K +$6.8K +39 +1%
BA
1786
Ballast Advisors
Minnesota
$596K +$31.1K +178 +7%
BP
1787
Broadleaf Partners
Ohio
$594K -$87.4K -501 -15%
EVM
1788
Evelyn V. Moreno
$592K +$14K +80 +3%
PWSG
1789
Pacific Wealth Strategies Group
California
$591K – – –
PFA
1790
Professional Financial Advisors
Nebraska
$591K -$205K -1,175 -68%
AF
1791
Apexium Financial
Texas
$588K -$54.4K -312 -10%
WB
1792
Webster Bank
Connecticut
$585K +$42.7K +245 +10%
FWI
1793
Facet Wealth Inc
Maryland
$584K +$68.2K +391 +16%
AT
1794
Arvest Trust
Oklahoma
$584K -$123K -703 -20%
MFP
1795
Meridian Financial Partners
Virginia
$583K +$178K +1,022 +48%
NHC
1796
Nicholas Hoffman & Company
Georgia
$582K -$26.3K -151 -5%
BWS
1797
Buck Wealth Strategies
Colorado
$582K +$489K +2,804 New
PWMG
1798
Prestige Wealth Management Group
New Jersey
$580K -$1.63M -9,352 -77%
BFIC
1799
Bedell Frazier Investment Counselling
California
$579K -$5.23K -30 -1%
CCA
1800
Catalyst Capital Advisors
New York
$579K -$543K -3,112 -53%
70 71
72
73 74