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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1701
Callan Capital
California
$302K +$55.7K +268 +23%
RC
1702
Rovin Capital
Arizona
$302K -$326K -1,571 -52%
CC
1703
Cadinha & Co
Hawaii
$302K – – –
KCFA
1704
Key Client Fiduciary Advisors
New Jersey
$302K -$93.9K -452 -24%
PC
1705
Pecaut & Co
Iowa
$301K – – –
ST
1706
Smithfield Trust
Pennsylvania
$300K -$20.8K -100 -7%
DCM
1707
Donaldson Capital Management
Indiana
$300K -$24.9K -120 -8%
SAM
1708
Secure Asset Management
Michigan
$299K -$17.2K -83 -6%
APWA
1709
Atlas Private Wealth Advisors
New Jersey
$299K +$295K +1,418 New
CG
1710
CFO4Life Group
Texas
$299K +$17.9K +86 +6%
GWM
1711
Gitterman Wealth Management
New Jersey
$298K – – –
WC
1712
Wexford Capital
Florida
$298K +$293K +1,412 New
FPB
1713
First PREMIER Bank
South Dakota
$298K – – –
KA
1714
Kozak & Associates
Colorado
$298K +$2.91K +14 +1%
GFL
1715
Granite FO LLC
New Hampshire
$298K -$125K -600 -30%
AMR
1716
Asset Management Resources
Massachusetts
$298K -$39.5K -190 -12%
SDAM
1717
Shulman DeMeo Asset Management
New York
$298K – – –
AL
1718
Aspiriant LLC
California
$297K – – –
IDBONY
1719
Israel Discount Bank of New York
New York
$297K -$43.6K -210 -13%
WWP
1720
WR Wealth Planners
Missouri
$297K +$136K +654 +87%
DWM
1721
Dechtman Wealth Management
Colorado
$296K +$292K +1,404 New
EP
1722
Elkhorn Partners
Nebraska
$296K -$33.2K -160 -10%
BG
1723
Bahl & Gaynor
Ohio
$295K +$34.1K +164 +13%
TIA
1724
Tiemann Investment Advisors
California
$294K – – –
SDH
1725
Sloy Dahl & Holst
Washington
$294K +$62.5K +301 +28%
67 68
69
70 71