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Name Holding Trade Value Shares
Change
Change in
Stake
BOH
1501
Bank of Hawaii
Hawaii
$10.7M -$346K -2,240 -3%
SS
1502
Sunbelt Securities
Texas
$10.7M +$525K +3,400 +6%
FMC
1503
First Merchants Corp
Indiana
$10.7M +$621K +4,020 +7%
FFM
1504
Forum Financial Management
Illinois
$10.7M -$905K -5,860 -8%
SS
1505
Simplicity Solutions
Minnesota
$10.7M -$6.02M -38,940 -37%
HC
1506
Hendley & Co
Ohio
$10.6M -$522K -3,380 -5%
AW
1507
ACG Wealth
Georgia
$10.6M -$6.72M -43,460 -40%
SW
1508
SlateStone Wealth
Florida
$10.6M +$547K +3,540 +6%
IPAM
1509
ICICI Prudential Asset Management
India
$10.6M -$1.04M -6,700 -10%
IA
1510
Insight Advisors
Pennsylvania
$10.6M +$201K +1,300 +2%
GP
1511
Greenline Partners
New York
$10.6M +$102K +660 +1%
FPGK
1512
Financial Partners Group (Kansas)
Kansas
$10.6M +$89.6K +580 +0.9%
KLCM
1513
KG&L Capital Management
Louisiana
$10.6M +$535K +3,460 +6%
CCFM
1514
Clear Creek Financial Management
Washington
$10.5M +$788K +5,100 +9%
PSP
1515
Principal Street Partners
Tennessee
$10.5M +$21.6K +140 +0.2%
PWSG
1516
Pacific Wealth Strategies Group
California
$10.5M +$46.4K +300 +0.5%
RWA
1517
Roberts Wealth Advisors
California
$10.5M +$136K +880 +1%
HBT
1518
Hills Bank & Trust
Iowa
$10.5M +$74.2K +480 +0.8%
NO
1519
Ninety One
South Africa
$10.5M +$68K +440 +0.7%
OGC
1520
Oak Grove Capital
New Hampshire
$10.5M -$380K -2,460 -4%
ECAM
1521
East Coast Asset Management
Massachusetts
$10.4M -$117K -760 -1%
ANRIA
1522
American National Registered Investment Advisor
Texas
$10.4M -$278K -1,800 -3%
LJAC
1523
L.J. Altfest & Co
New York
$10.4M +$2.44M +15,800 +33%
HTC
1524
Haverford Trust Company
Pennsylvania
$10.4M +$136K +880 +1%
AWS
1525
Arkfeld Wealth Strategies
Nebraska
$10.3M +$297K +1,920 +3%