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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1276
Iconiq Capital
California
$638K -$144K -760 -20%
AG
1277
AmeriFlex Group
Nevada
$636K +$266K +1,406 +81%
BTW
1278
Boston Trust Walden
Massachusetts
$634K – – –
AWS
1279
Aspen Wealth Strategies
Colorado
$634K +$572K +3,026 New
CCB
1280
Country Club Bank
Missouri
$632K – – –
BPWM
1281
BCS Private Wealth Management
New Jersey
$631K +$569K +3,010 New
CAAS
1282
Capital Asset Advisory Services
Michigan
$631K +$318K +1,681 +127%
ACM
1283
Allred Capital Management
Texas
$631K -$5.86K -31 -1%
PAI
1284
Pittenger & Anderson Inc
Nebraska
$629K +$567K +3,003 New
PFS
1285
Physicians Financial Services
North Carolina
$629K +$70.8K +375 +14%
ALC
1286
Alexander Labrunerie & Co
Missouri
$629K +$16.6K +88 +3%
GIM
1287
Goelzer Investment Management
Indiana
$629K -$11.7K -62 -2%
CM
1288
Caption Management
Oklahoma
$629K -$1.28M -6,800 -69%
NRWA
1289
North Ridge Wealth Advisors
Oregon
$625K +$35.1K +186 +7%
WAG
1290
Winthrop Advisory Group
Massachusetts
$623K +$31.9K +169 +6%
VHAM
1291
Van Hulzen Asset Management
California
$621K +$29.3K +155 +6%
NAM
1292
NTV Asset Management
West Virginia
$621K +$72.3K +383 +15%
AB
1293
ANB Bank
Colorado
$619K +$9.07K +48 +2%
HAG
1294
HF Advisory Group
Maryland
$618K -$61.8K -327 -10%
LA
1295
LM Advisors
California
$615K -$1.51K -8 -0.3%
GWMR
1296
GC Wealth Management RIA
Massachusetts
$614K +$554K +2,931 New
LWM
1297
Lodestone Wealth Management
Washington
$613K -$9.63K -51 -2%
WC
1298
Waterloo Capital
Texas
$611K +$114K +601 +26%
WAG
1299
Wallace Advisory Group
California
$609K +$8.31K +44 +1%
MHIC
1300
Marble Harbor Investment Counsel
Massachusetts
$608K – – –
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