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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2701
Winthrop Capital Management
Indiana
$95K +$202 +5 +0.2%
QL
2702
Quarry LP
New York
$95K +$33.8K +838 +57%
UWS
2703
Unique Wealth Strategies
Illinois
$94.2K +$90.5K +2,246 New
GKIM
2704
GW&K Investment Management
Massachusetts
$94K +$16.8K +417 +22%
SOW
2705
State of Wyoming
Wyoming
$92.5K +$90.4K +2,242 New
FCT
2706
First Community Trust
Iowa
$89.9K -$20.2K -500 -19%
MSFP
2707
Mark Sheptoff Financial Planning
Connecticut
$89.8K -$169K -4,200 -66%
CC
2708
Cultivar Capital
Texas
$86.6K +$84.6K +2,100 New
LWA
2709
Lowe Wealth Advisors
Maryland
$85.7K -$16.8K -416 -17%
AT
2710
Avalon Trust
New Mexico
$84.5K – – –
SFFS
2711
Stonehage Fleming Financial Services
Jersey
$83.8K -$50.5K -1,252 -38%
TFF
2712
The Family Firm
Maryland
$83.2K +$81.3K +2,016 New
POIA
2713
Pin Oak Investment Advisors
Texas
$83K – – –
TFA
2714
Transamerica Financial Advisors
Florida
$83K – – –
BIA
2715
Bell Investment Advisors
California
$82.9K +$4.55K +113 +6%
PWMA
2716
Pension & Wealth Management Advisors
Massachusetts
$82.8K +$1.33K +33 +2%
AWM
2717
Ameliora Wealth Management
Switzerland
$82.5K – – –
KWAG
2718
Kiely Wealth Advisory Group
North Carolina
$81.9K +$2.98K +74 +4%
MLA
2719
MB, Levis & Associates
Pennsylvania
$77.5K +$282 +7 +0.4%
CCMW
2720
Cypress Capital Management (Wyoming)
Wyoming
$76.7K – – –
OCM
2721
Osterweis Capital Management
California
$76K – – –
CH
2722
Canton Hathaway
Rhode Island
$73K – – –
LFASL
2723
Lugano Financial Advisors SA (LFA)
Switzerland
$72.6K – – –
RTL
2724
Red Tortoise LLC
Georgia
$72K +$60.5K +1,500 +607%
PCTC
2725
Perkins Coie Trust Company
Washington
$72K – – –
107 108
109
110 111