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Name Holding Trade Value Shares
Change 		Change in
Stake
PBT
1751
Pictet Bank & Trust
Bahamas
$10.7M -$491K -2,944 -5%
BFS
1752
Bard Financial Services
Connecticut
$10.7M -$263K -1,575 -3%
CPA
1753
Capital Planning Advisors
California
$10.7M +$130K +781 +1%
HCM
1754
Hillman Capital Management
Maryland
$10.7M +$68.1K +408 +0.7%
DSC
1755
Duncker Streett & Co
Missouri
$10.7M +$291K +1,743 +3%
AI
1756
Aperture Investors
New York
$10.7M -$57.9K -347 -0.6%
LS
1757
Leelyn Smith
Illinois
$10.7M -$5.01K -30 -0.1%
PIN
1758
Prudent Investors Network
California
$10.7M +$9.89M +59,238 New
FP
1759
FFG Partners
Florida
$10.7M +$36.1K +216 +0.4%
MC
1760
Mathes Company
New York
$10.6M -$119K -715 -1%
CFP
1761
Cascade Financial Partners
California
$10.6M +$9.54M +57,125 New
TPWA
1762
TRUE Private Wealth Advisors
Oregon
$10.6M -$1.11M -6,637 -10%
OWMIAS
1763
One Wealth Management Investment & Advisory Services
Florida
$10.6M +$221K +1,325 +2%
RBFC
1764
Roman Butler Fullerton & Co
Missouri
$10.6M +$197K +1,183 +2%
CT
1765
Clearstead Trust
Maine
$10.6M -$1.15M -6,877 -10%
MS
1766
Madden Securities
Texas
$10.5M -$350K -2,095 -3%
LFG
1767
Larson Financial Group
Missouri
$10.5M -$1.71M -10,229 -15%
SF
1768
Symphony Financial
Texas
$10.5M -$1.59M -9,547 -14%
WI
1769
WrapManager Inc
California
$10.5M +$1.25M +7,473 +15%
MCG
1770
McCollum Christoferson Group
New York
$10.5M +$109K +655 +1%
GU
1771
Georgetown University
District of Columbia
$10.4M – – –
SCI
1772
Stableford Capital II
Arizona
$10.4M -$524K -3,137 -5%
NCGI
1773
Next Century Growth Investors
Minnesota
$10.3M +$128K +768 +1%
CIG
1774
Consolidated Investment Group
Colorado
$10.3M – – –
UOTTAIMCU
1775
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10.3M +$6.1M +36,560 +178%
69 70
71
72 73