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Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
2576
Kowal Investment Group
Wisconsin
$5.67M -$327K -2,289 -5%
DMC
2577
Drexel Morgan & Co
Pennsylvania
$5.64M -$64K -448 -1%
CAG
2578
Curtis Advisory Group
California
$5.64M – – –
GWM
2579
GSB Wealth Management
Connecticut
$5.64M +$28.9K +202 +0.5%
OC
2580
Oarsman Capital
Wisconsin
$5.63M -$90.6K -634 -1%
UC
2581
Unio Capital
New Jersey
$5.62M -$263K -1,838 -4%
LFM
2582
Lumina Fund Management
New York
$5.61M -$972K -6,800 -14%
CFO
2583
Colony Family Offices
North Carolina
$5.59M -$456K -3,190 -7%
PWA
2584
Providence Wealth Advisors
Illinois
$5.57M -$37.3K -261 -0.6%
CST
2585
Charles Schwab Trust
Nevada
$5.57M +$128K +896 +2%
HWA
2586
HHM Wealth Advisors
Tennessee
$5.56M -$148K -1,036 -2%
MAWA
2587
Moss Adams Wealth Advisors
Washington
$5.56M +$6.12M +42,798 New
BCMLT
2588
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.56M +$69.7K +488 +1%
SWG
2589
Summit Wealth Group
Vermont
$5.56M +$276K +1,930 +5%
BFG
2590
Barber Financial Group
Kansas
$5.55M -$120K -838 -2%
LCM
2591
Linker Capital Management
Kentucky
$5.54M – – –
BCP
2592
Blackhawk Capital Partners
Wisconsin
$5.53M -$53.4K -374 -0.9%
LFP
2593
Leeward Financial Partners
Washington
$5.52M -$32K -224 -0.5%
OPA
2594
Old Port Advisors
Maine
$5.52M -$91.3K -639 -1%
GB
2595
Goepper Burkhardt
South Carolina
$5.51M +$714K +4,996 +13%
CRI
2596
Colonial River Investments
Virginia
$5.51M -$68.2K -477 -1%
MCA
2597
MSH Capital Advisors
Arizona
$5.51M -$1.34M -9,345 -18%
CCM
2598
Cribstone Capital Management
Maine
$5.5M +$717K +5,018 +13%
CFG
2599
Cambridge Financial Group
Ohio
$5.5M -$217K -1,515 -3%
PI
2600
Pettee Investors
Connecticut
$5.5M -$44.3K -310 -0.7%
102 103
104
105 106