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Name Holding Trade Value Shares
Change 		Change in
Stake
SDAM
1451
Shulman DeMeo Asset Management
New York
$684K +$733K +2,122 New
I2I
1452
Insight 2811 Inc
Illinois
$683K +$14.9K +43 +2%
OWP
1453
Obermeyer Wealth Partners
Colorado
$678K +$3.8K +11 +0.5%
PFA
1454
Pathway Financial Advisors
Vermont
$677K – – –
SPC
1455
Stewart & Patten Company
California
$677K – – –
SIMM
1456
Stillwater Investment Management (Minnesota)
Minnesota
$677K +$3.8K +11 +0.5%
BCM
1457
Bluefin Capital Management
New York
$674K -$788K -2,281 -52%
MMA
1458
Miracle Mile Advisors
California
$673K -$5.53K -16 -0.8%
NL
1459
NVWM LLC
Pennsylvania
$671K +$205K +593 +40%
FIB
1460
First Interstate Bank
Montana
$670K -$82.2K -238 -10%
AIM
1461
Advantage Investment Management
Iowa
$669K -$8.64K -25 -1%
IHL
1462
Investment House LLC
California
$668K – – –
YIA
1463
YHB Investment Advisors
Connecticut
$666K -$8.64K -25 -1%
CICI
1464
Capital Investment Counsel Inc
North Carolina
$664K – – –
UF
1465
Univest Financial
Pennsylvania
$662K +$506K +1,466 +249%
NHC
1466
Nicholas Hoffman & Company
Georgia
$660K -$195K -565 -22%
WAAG
1467
Wealth Alliance Advisory Group
Kansas
$659K +$42.1K +122 +6%
EFSCE
1468
Enterprise Financial Services Corp (EFSC)
Missouri
$658K -$11.7K -34 -2%
RGIA
1469
Rainier Group Investment Advisory
Washington
$657K +$42.8K +124 +6%
PCMC
1470
Paragon Capital Management (Colorado)
Colorado
$652K -$44.2K -128 -6%
SAM
1471
Symphony Asset Management
California
$652K +$198K +573 +40%
IFS
1472
Ifrah Financial Services
Arkansas
$651K -$26.9K -78 -4%
SCI
1473
S&CO Inc
Massachusetts
$651K – – –
CTA
1474
Chesley Taft & Associates
Illinois
$649K -$89.8K -260 -11%
NJBEST
1475
New Jersey Better Educational Savings Trust
New Jersey
$645K – – –
57 58
59
60 61