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Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
3101
First Interstate Bank
Montana
$211K – – –
BCM
3102
BTC Capital Management
Iowa
$210K -$5.32M -24,787 -96%
FAN
3103
Financial Advisors Network
California
$210K +$4.72K +22 +2%
PI
3104
Parkside Investments
Illinois
$209K +$215 +1 +0.1%
RCM
3105
Raleigh Capital Management
North Carolina
$209K +$207K +963 New
GWI
3106
Grace & White Inc
New York
$208K – – –
OGF
3107
Orin Green Financial
California
$207K -$43.6K -203 -18%
TC
3108
Tatro Capital
Kentucky
$207K -$8.16K -38 -4%
PA
3109
Prism Advisors
California
$207K – – –
EA
3110
Eclectic Associates
California
$207K +$1.07K +5 +0.5%
LC
3111
Landaas & Company
Wisconsin
$205K – – –
WPIC
3112
White Pine Investment Company
Michigan
$205K – – –
WA
3113
Wealthstar Advisors
Texas
$205K +$4.94K +23 +2%
BWA
3114
Bordeaux Wealth Advisors
California
$205K +$203K +944 New
ACM
3115
Avalon Capital Management
California
$205K +$204K +948 New
SIS
3116
Sound Income Strategies
Florida
$204K – – –
FFP
3117
Forbes Financial Planning
Rhode Island
$204K +$202K +939 New
RCAMU
3118
Rothschild & Co Asset Management US
Connecticut
$203K – – –
TCM
3119
Triumph Capital Management
Colorado
$202K -$89.5K -417 -31%
OPWM
3120
Oxinas Partners Wealth Management
Indiana
$200K -$136K -632 -41%
LRIC
3121
Long Road Investment Counsel
Michigan
$200K – – –
PWA
3122
Phoenix Wealth Advisors
North Carolina
$200K – – –
ODG
3123
O'Dell Group
Ohio
$193K +$215 +1 +0.1%
ICM
3124
Islay Capital Management
Texas
$187K +$15K +70 +9%
JG
3125
Jefferies Group
New York
$184K -$126K -588 -41%
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