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Name Holding Trade Value Shares
Change 		Change in
Stake
DACG
2226
Donor Advised Charitable Giving
California
$499K -$90.4K -495 -16%
CIM
2227
Confluence Investment Management
Missouri
$499K -$2.56K -14 -0.5%
MPW
2228
Monterey Private Wealth
California
$496K +$131K +718 +39%
WAM
2229
Winslow Asset Management
Ohio
$493K – – –
NSIM
2230
North Star Investment Management
Illinois
$491K -$133K -728 -22%
EC
2231
Estate Counselors
Wisconsin
$489K +$463K +2,533 New
AIP
2232
Ahrens Investment Partners
Louisiana
$488K +$26.9K +147 +6%
BFG
2233
Barber Financial Group
Kansas
$487K +$36.5K +200 +9%
MS
2234
Madden Securities
Texas
$486K +$459K +2,514 New
GP
2235
Geneva Partners
Wisconsin
$484K -$684K -3,746 -60%
HCM
2236
Hengehold Capital Management
Ohio
$484K -$1.1K -6 -0.2%
BRA
2237
Blue Rock Advisors
Minnesota
$484K +$458K +2,505 New
OHS
2238
Odey Holdings (Switzerland)
Switzerland
$483K -$91.3K -500 -17%
CCMD
2239
Cypress Capital Management (Delaware)
Delaware
$483K -$27.4K -150 -6%
CFG
2240
Capstone Financial Group
Oklahoma
$483K – – –
CVM
2241
Cheviot Value Management
California
$482K -$2.38K -13 -0.5%
SIA
2242
Starfire Investment Advisers
Michigan
$481K – – –
CBA
2243
Coastal Bridge Advisors
Connecticut
$481K +$17.7K +97 +4%
WDL
2244
Well Done LLC
Michigan
$480K +$2.19K +12 +0.5%
ACA
2245
Affinity Capital Advisors
California
$480K +$5.66K +31 +1%
LC
2246
Lavaca Capital
Texas
$480K +$27.6K +151 +6%
BWM
2247
Baystate Wealth Management
Massachusetts
$479K +$28.1K +154 +7%
HFP
2248
Holistic Financial Partners
Indiana
$476K +$28K +153 +7%
BFPW
2249
BOK Financial Private Wealth
Colorado
$475K -$65.6K -359 -13%
FC
2250
Financial Consulate
Maryland
$475K +$187K +1,026 +71%
88 89
90
91 92