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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
976
Capstone Financial Group
Oklahoma
$603K +$545K +9,276 New
BS
977
Boenning & Scattergood
Pennsylvania
$602K +$544K +9,258 New
HIC
978
Holderness Investments Company
North Carolina
$599K +$52.3K +890 +11%
IWP
979
Icon Wealth Partners
Texas
$598K -$88.1K -1,499 -14%
NSAM
980
North Star Asset Management
Wisconsin
$591K -$63.3K -1,077 -11%
LWM
981
Loveless Wealth Management
Montana
$591K +$528K +8,988 New
LPIC
982
LeJeune Puetz Investment Counsel
Michigan
$590K – – –
WI
983
Wedgewood Investors
Pennsylvania
$589K – – –
DDC
984
DF Dent & Co
Maryland
$587K – – –
SAM
985
Symphony Asset Management
California
$586K +$530K +9,012 New
SC
986
SRB Corp
Massachusetts
$585K +$23.3K +397 +5%
VWA
987
V Wealth Advisors
Kansas
$583K – – –
FI
988
FormulaFolio Investments
Michigan
$580K +$16.4K +279 +3%
RG
989
Rikoon Group
New Mexico
$577K – – –
BIM
990
Bridgecreek Investment Management
Oklahoma
$577K +$8.94K +152 +2%
BBI
991
Baxter Bros Inc
Connecticut
$575K -$12.5K -212 -2%
CF
992
Copperwynd Financial
Arizona
$574K +$22.9K +390 +5%
CST
993
Charles Schwab Trust
Nevada
$572K +$59.6K +1,014 +13%
RFA
994
Reilly Financial Advisors
California
$571K -$588 -10 -0.1%
CG
995
Colony Group
Massachusetts
$571K +$69.7K +1,186 +16%
CCT
996
Chemung Canal Trust
New York
$570K – – –
WA1
997
Wimmer Associates 1
California
$569K -$7K -119 -1%
GLR
998
Great Lakes Retirement
Ohio
$569K +$517K +8,794 New
AA
999
Argent Advisors
Louisiana
$568K +$514K +8,742 New
MMPW
1000
Mitchell McLeod Pugh & Williams
Alabama
$567K +$32.3K +550 +7%
38 39
40
41 42