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Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
1201
Mount Yale Investment Advisors
Colorado
$300K +$28.9K +434 +11%
BW
1202
Bison Wealth
Georgia
$300K +$45.6K +685 +19%
SAM
1203
Sawgrass Asset Management
Florida
$298K +$285K +4,275 New
ME
1204
McIlrath & Eck
Washington
$297K -$91.7K -1,377 -24%
QAM
1205
QCI Asset Management
New York
$296K -$22.3K -335 -7%
TIA
1206
Tiemann Investment Advisors
California
$296K – – –
OMC
1207
Old Mission Capital
Illinois
$296K +$283K +4,254 New
MMHP
1208
Murphy Middleton Hinkle & Parker
Georgia
$294K +$333 +5 +0.1%
FIM
1209
Freedom Investment Management
Connecticut
$292K -$14.7K -221 -5%
PMFA
1210
Plante Moran Financial Advisors
Michigan
$291K -$90.9K -1,365 -25%
CPA
1211
Clear Perspective Advisors
Illinois
$291K – – –
BAM
1212
Belpointe Asset Management
Nevada
$289K -$9.59K -144 -3%
FCH
1213
Freestone Capital Holdings
Washington
$289K – – –
CG
1214
Caprock Group
Idaho
$288K -$43.6K -654 -14%
TPWA
1215
TRUE Private Wealth Advisors
Oregon
$288K -$8.93K -134 -3%
TIA
1216
Tandem Investment Advisors
South Carolina
$288K – – –
AIA
1217
Allied Investment Advisors
Montana
$287K -$6K -90 -2%
AP
1218
Appleton Partners
Massachusetts
$287K -$5.66K -85 -2%
SBL
1219
Sargent Bickham Lagudis
Colorado
$287K -$2K -30 -0.7%
TCOO
1220
Trust Company of Oklahoma
Oklahoma
$287K -$14K -210 -5%
FHC
1221
First Heartland Consultants
Missouri
$285K -$36.2K -544 -12%
TCB
1222
Texas Capital Bancshares
Texas
$284K -$12.4K -186 -4%
JCM
1223
Jacobi Capital Management
Pennsylvania
$283K +$28.6K +430 +12%
BHB
1224
Bank Hapoalim BM
Israel
$280K – – –
ACP
1225
Aveo Capital Partners
Colorado
$278K -$119K -1,792 -31%
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