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Name Holding Trade Value Shares
Change 		Change in
Stake
DG
1701
DMC Group
Alabama
$798K -$77.2K -1,646 -8%
BWP
1702
BSW Wealth Partners
Colorado
$797K +$24.7K +526 +3%
OWA
1703
Opal Wealth Advisors
New York
$797K +$35.6K +758 +4%
LCM
1704
Lionhunter Capital Management
New York
$796K +$882K +18,804 New
AFC
1705
Avise Financial Cooperative
California
$793K +$62.8K +1,338 +8%
OFS
1706
OneAscent Financial Services
Alabama
$793K -$9.15K -195 -1%
BC
1707
Broadwater Capital
Massachusetts
$792K -$91.4K -1,949 -9%
OIM
1708
Orca Investment Management
Oregon
$791K -$25.3K -540 -3%
CAMG
1709
CWA Asset Management Group
Florida
$791K +$26.6K +566 +3%
CCG
1710
Cypress Capital Group
Florida
$790K -$121K -2,575 -12%
1IA
1711
1620 Investment Advisors
Massachusetts
$789K -$88.7K -1,891 -9%
AP
1712
Advisortrust Partners
North Carolina
$789K +$43.3K +924 +5%
PA
1713
PFG Advisors
Arizona
$787K -$38K -811 -4%
SGI
1714
Summit Global Investments
Utah
$786K -$375K -7,985 -30%
PL
1715
Plancorp LLC
Missouri
$785K +$237K +5,055 +38%
MVA
1716
Mount Vernon Associates
Maryland
$784K -$96.6K -2,059 -10%
MIC
1717
Means Investment Company
Maine
$784K -$8.63K -184 -1%
CC
1718
Cadinha & Co
Hawaii
$782K +$235 +5 +0%
WJWM
1719
Williams Jones Wealth Management
New York
$781K -$41.8K -890 -5%
WC
1720
Westerkirk Capital
$778K – – –
CI
1721
CacheTech Inc
Utah
$773K +$215K +4,581 +34%
BAM
1722
Blueshift Asset Management
New Jersey
$772K +$523K +11,141 +157%
RIM
1723
Redwood Investment Management
Arizona
$772K +$69.9K +1,491 +9%
MFF
1724
Michels Family Financial
Texas
$771K +$6.71K +143 +0.8%
NSIM
1725
North Star Investment Management
Illinois
$771K -$1.5K -32 -0.2%
67 68
69
70 71