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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2101
Copperwynd Financial
Arizona
$403K -$7.42K -38 -2%
BFIM
2102
Beese Fulmer Investment Management
Ohio
$403K +$104K +533 +30%
PWA
2103
Peterson Wealth Advisors
Utah
$402K -$2.73K -14 -0.6%
MPPLM
2104
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$401K -$26.8K -137 -6%
BFO
2105
Biltmore Family Office
North Carolina
$400K -$4.69K -24 -1%
PWM
2106
PBMares Wealth Management
Virginia
$400K +$8.01K +41 +2%
GBA
2107
Garrison Bradford & Associates
New York
$400K -$127K -650 -22%
GGI
2108
Godsey & Gibb Inc
Virginia
$400K -$254K -1,300 -36%
IWA
2109
Inspirion Wealth Advisors
Illinois
$400K -$20.9K -107 -4%
GFG
2110
Greystone Financial Group
Michigan
$399K +$77.8K +398 +21%
ACM
2111
Alpha Capital Management
Texas
$398K -$322K -1,649 -42%
LFG
2112
Lazard Frères Gestion
France
$396K +$50.8K +260 +13%
SI
2113
Sprott Inc
Ontario, Canada
$396K – – –
SPIO
2114
Seven Post Investment Office
California
$396K – – –
WCM
2115
Wedge Capital Management
North Carolina
$395K -$136K -697 -24%
SGAM
2116
Smith Group Asset Management
Texas
$395K -$5.27M -26,955 -92%
6F
2117
626 Financial
Michigan
$394K +$36.3K +186 +9%
SMH
2118
Sanders Morris Harris
Texas
$394K +$365K +1,866 New
KCM
2119
KRS Capital Management
Michigan
$393K – – –
VCP
2120
Vista Capital Partners
Oregon
$393K -$16.8K -86 -4%
ITIM
2121
Indiana Trust & Investment Management
Indiana
$392K -$175K -895 -29%
FDCP
2122
Foster Dykema Cabot & Partners
Massachusetts
$391K +$28.7K +147 +7%
SFC
2123
Swisher Financial Concepts
Ohio
$391K +$29.1K +149 +7%
AAG
2124
Armstrong Advisory Group
Massachusetts
$391K – – –
PA
2125
PFW Advisors
Georgia
$390K -$51K -261 -11%
83 84
85
86 87