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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1601
SSI Investment Management
California
$322K -$3.81K -19 -1%
CSPAM
1602
Cary Street Partners Asset Management
Virginia
$322K – – –
OIM
1603
Oder Investment Management
California
$321K +$42.2K +210 +14%
WP
1604
WealthShield Partners
North Carolina
$320K -$438K -2,180 -57%
CWS
1605
Cypress Wealth Services
California
$320K -$56.6K -282 -14%
BFPW
1606
BOK Financial Private Wealth
Colorado
$320K +$54.4K +271 +19%
KWS
1607
Keystone Wealth Services
California
$319K -$401 -2 -0.1%
BWM
1608
Benchmark Wealth Management
Connecticut
$319K – – –
GA
1609
GoalVest Advisory
New York
$319K +$334K +1,666 New
SDH
1610
Sloy Dahl & Holst
Washington
$317K – – –
YWP
1611
YorkBridge Wealth Partners
New York
$317K +$201 +1 +0.1%
PFM
1612
Parsec Financial Management
North Carolina
$316K -$39.3K -196 -11%
AWG
1613
Altus Wealth Group
Colorado
$316K +$30.1K +150 +10%
AFG
1614
Albion Financial Group
Utah
$315K – – –
MYIA
1615
Mount Yale Investment Advisors
Colorado
$315K +$18.5K +92 +6%
BMC
1616
Benin Management Corp
Connecticut
$314K -$80.3K -400 -20%
OPCM
1617
Osborne Partners Capital Management
California
$314K -$6.83K -34 -2%
PCTC
1618
Perkins Coie Trust Company
Washington
$314K – – –
BCA
1619
Bay Colony Advisors
Massachusetts
$313K -$77.1K -384 -19%
BWM
1620
BerganKDV Wealth Management
Minnesota
$312K -$260K -1,294 -44%
ISB
1621
Iowa State Bank
Iowa
$312K -$200K -998 -38%
CB
1622
Community Bank
New York
$312K -$92.9K -463 -22%
PAM
1623
Palisade Asset Management
Minnesota
$312K -$58.4K -291 -15%
LCM
1624
LCM Capital Management
Illinois
$312K -$10K -50 -3%
CFG
1625
Carter Financial Group
Illinois
$312K +$327K +1,629 New
63 64
65
66 67