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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1026
MKT Advisors
California
$592K – – –
SDWIA
1027
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$592K -$14.4K -84 -2%
STA
1028
Summit Trail Advisors
New York
$589K -$55.4K -323 -8%
CI
1029
Conning Inc
Connecticut
$587K -$7.03K -41 -1%
HWM
1030
Hohimer Wealth Management
Washington
$587K -$31.9K -186 -5%
PMSA
1031
Patrick M. Sweeney & Associates
Illinois
$587K +$31.9K +186 +5%
NQWM
1032
Northwest Quadrant Wealth Management
Oregon
$586K -$29.1K -170 -4%
DWM
1033
Destination Wealth Management
California
$585K -$64.5K -376 -9%
OIM
1034
Orca Investment Management
Oregon
$584K +$61.9K +361 +10%
LMKC
1035
L.M. Kohn & Company
Ohio
$583K -$12K -70 -2%
LSIA
1036
LaSalle St. Investment Advisors
Illinois
$583K +$14.6K +85 +2%
GAMC
1037
Garner Asset Management Corp
Texas
$582K -$10.5K -61 -2%
BBA
1038
BLB&B Advisors
Pennsylvania
$581K – – –
PHIC
1039
Pine Haven Investment Counsel
Massachusetts
$579K -$25.7K -150 -4%
RC
1040
Rovin Capital
Arizona
$578K +$651K +3,799 New
SSWM
1041
Strait & Sound Wealth Management
California
$577K -$245K -1,431 -27%
KMWM
1042
Keudell/Morrison Wealth Management
Oregon
$576K +$19.9K +116 +3%
CGL
1043
Clarius Group LLC
Washington
$576K -$43.9K -256 -7%
GG
1044
Greenwood Gearhart
Arkansas
$575K – – –
CBTWT
1045
Community Bank & Trust (Waco, Texas)
Texas
$574K -$17.7K -103 -3%
GWP
1046
Gateway Wealth Partners
Wisconsin
$573K -$124K -723 -16%
SN
1047
Sittner & Nelson
Oregon
$573K -$37.7K -220 -6%
HAIM
1048
Hunter Associates Investment Management
Pennsylvania
$570K – – –
KIA
1049
Kraematon Investment Advisors
Massachusetts
$569K -$32.1K -187 -5%
CIAS
1050
Capital Investment Advisory Services
North Carolina
$567K -$130K -756 -17%
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