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Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
1201
Summit Global Investments
Utah
$891K +$645K +3,134 +323%
KIA
1202
Kraematon Investment Advisors
Massachusetts
$889K +$132K +640 +19%
AGWCA
1203
Annis Gardner Whiting Capital Advisors
Florida
$887K +$183K +889 +28%
FHC
1204
First Heartland Consultants
Missouri
$882K +$8.84K +43 +1%
UOTTAIMCU
1205
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$881K +$834K +4,057 New
CA
1206
Claro Advisors
Massachusetts
$880K -$3.29K -16 -0.4%
WG
1207
Welch Group
Alabama
$879K +$276K +1,343 +50%
FMN
1208
Financial Management Network
California
$877K -$23.9K -116 -3%
CI
1209
Conning Inc
Connecticut
$876K -$128K -620 -13%
CIA
1210
Cladis Investment Advisory
Montana
$876K – – –
SN
1211
Sittner & Nelson
Oregon
$875K +$13.2K +64 +2%
AMG
1212
APS Management Group
California
$875K -$57.4K -279 -6%
GFPC
1213
Global Financial Private Client
Florida
$874K +$9.05K +44 +1%
FCM
1214
Fairbanks Capital Management
California
$870K -$24.9K -121 -3%
SDWIA
1215
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$866K – – –
PWP
1216
Private Wealth Partners
California
$866K +$16.7K +81 +2%
SWM
1217
Silverlake Wealth Management
Vermont
$866K -$17.7K -86 -2%
PMG
1218
Private Management Group
California
$866K +$30.2K +147 +4%
CAG
1219
Crestwood Advisors Group
Massachusetts
$863K +$133K +647 +19%
FWA
1220
Fulcrum Wealth Advisors
Washington
$862K +$816K +3,968 New
WAG
1221
Winthrop Advisory Group
Massachusetts
$861K +$198K +964 +32%
RIA
1222
Regal Investment Advisors
Michigan
$861K -$67K -326 -8%
CGF
1223
Constant Guidance Financial
Massachusetts
$858K +$812K +3,950 New
FCMT
1224
Founders Capital Management (Texas)
Texas
$857K +$20.6K +100 +3%
SSWM
1225
Strait & Sound Wealth Management
California
$850K +$9.05K +44 +1%
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