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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2051
Bluefin Capital Management
New York
$777K +$1,000K +3,000 New
CI
2052
Centerstone Investors
New York
$777K +$1,000K +3,000 New
CI
2053
Corient IA
Florida
$777K +$1,000K +3,000 New
CCG
2054
Ceeto Capital Group
Florida
$777K +$1,000K +3,000 New
ECM
2055
Empirical Capital Management
Tennessee
$777K +$1,000K +3,000 New
SPC
2056
Spirepoint Private Client
Florida
$776K -$461K -1,383 -32%
FCA
2057
FLC Capital Advisors
California
$776K +$12K +36 +1%
4A
2058
4Wealth Advisors
Illinois
$776K +$47.7K +143 +5%
I
2059
INVST
Indiana
$774K -$224K -671 -18%
GSC
2060
G&S Capital
Colorado
$774K +$167K +500 +20%
MFS
2061
Madrona Financial Services
Washington
$773K +$85K +255 +9%
VC
2062
Veracity Capital
Georgia
$773K +$205K +614 +26%
CD
2063
Chapin Davis
Maryland
$772K +$79K +237 +9%
WI
2064
WBI Investments
New Jersey
$772K +$796K +2,388 +405%
OAS
2065
Optivise Advisory Services
Tennessee
$772K -$35.3K -106 -3%
CVM
2066
Cheviot Value Management
California
$771K +$917K +2,752 New
FAB
2067
First American Bank
Illinois
$770K -$20K -60 -2%
NHC
2068
Nicholas Hoffman & Company
Georgia
$768K -$15K -45 -1%
WCG
2069
Weaver Consulting Group
California
$768K +$130K +389 +15%
AFG
2070
Allegheny Financial Group
Pennsylvania
$767K -$209K -626 -17%
RFG
2071
Range Financial Group
Oregon
$767K +$986K +2,960 New
RIA
2072
Retirement Investment Advisors
Oklahoma
$767K – – –
MWM
2073
MinichMacGregor Wealth Management
New York
$766K -$531K -1,594 -35%
PFW
2074
Petros Family Wealth
Minnesota
$766K -$156K -469 -14%
EWM
2075
EPG Wealth Management
Georgia
$764K +$28.7K +86 +3%
81 82
83
84 85