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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
3701
Seneca Financial Advisors
New York
$377K – – –
TAIM
3702
TD Ameritrade Investment Management
Nebraska
$376K -$55K -435 -12%
DTC
3703
Davidson Trust Company
Washington
$376K – – –
GPWA
3704
Great Point Wealth Advisors
Massachusetts
$376K +$420K +3,324 New
VST
3705
Van Strum & Towne
California
$375K – – –
FA
3706
Faithward Advisors
Pennsylvania
$374K +$8.34K +66 +2%
MFG
3707
Monumental Financial Group
Maryland
$371K -$19K -150 -4%
CC
3708
Cypress Capital
Tennessee
$370K +$159K +1,255 +62%
OPWM
3709
Oakwell Private Wealth Management
Texas
$370K +$55.6K +440 +16%
BHWM
3710
Beaird Harris Wealth Management
Texas
$369K +$243K +1,924 +144%
EDRIA
3711
Edmonds Duncan Registered Investment Advisors
Kansas
$368K +$50.6K +400 +14%
PWA
3712
Primoris Wealth Advisors
Florida
$367K -$6.83K -54 -2%
OWM
3713
OneAscent Wealth Management
Alabama
$366K -$179K -1,415 -30%
SLA
3714
Silver Lake Advisory
Utah
$366K – – –
CFAM
3715
Center For Asset Management
Florida
$365K -$15.9K -126 -4%
RBCM
3716
Raub Brock Capital Management
California
$365K – – –
LFG
3717
Lockerman Financial Group
California
$365K +$11.6K +92 +3%
AMG
3718
Advisors Management Group
Wisconsin
$364K -$758 -6 -0.2%
HIS
3719
Harvest Investment Services
Illinois
$364K +$10.7K +85 +3%
SPC
3720
Stewart & Patten Company
California
$364K +$104K +820 +34%
HFM
3721
Hartford Funds Management
Pennsylvania
$363K +$109K +864 +37%
A
3722
AustralianSuper
Australia
$363K -$511M -4,043,007 -56%
FFMBT
3723
First Farmers & Merchants Bank Trust
Tennessee
$362K -$632 -5 -0.2%
FPWM
3724
FSB Premier Wealth Management
Iowa
$362K +$8.85K +70 +2%
SAM
3725
Strategic Asset Management
Minnesota
$361K +$115K +912 +35%
147 148
149
150 151