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Name Holding Trade Value Shares
Change 		Change in
Stake
BEAM
2726
Baker Ellis Asset Management
Washington
$712K – – –
B
2727
Bayban
Minnesota
$712K -$91.7K -877 -13%
USWIA
2728
UP Strategic Wealth Investment Advisors
Pennsylvania
$711K – – –
PCM
2729
Palouse Capital Management
Washington
$711K -$2.9M -27,697 -82%
MAM
2730
MMA Asset Management
Pennsylvania
$710K -$1.57K -15 -0.2%
BW
2731
Balance Wealth
Ohio
$710K +$52.6K +503 +9%
AWS
2732
Alliance Wealth Strategies
Virginia
$709K – – –
TIM
2733
Tortoise Investment Management
New York
$708K +$19.6K +187 +3%
FBT
2734
First Bank & Trust
South Dakota
$707K -$24.2K -231 -4%
SF
2735
Sun Financial
Utah
$707K -$144K -1,379 -19%
FGWP
2736
Founders Grove Wealth Partners
Virginia
$706K +$13.5K +129 +2%
SF
2737
Symphony Financial
Texas
$705K +$111K +1,060 +21%
ACA
2738
Aspire Capital Advisors
Washington
$705K +$122K +1,169 +24%
BCM
2739
Birmingham Capital Management
Alabama
$705K – – –
FNBOH
2740
First National Bank of Hutchinson
Kansas
$705K – – –
MRI
2741
Mad River Investors
Massachusetts
$705K – – –
KCPG
2742
Kavar Capital Partners Group
Kansas
$704K +$50.6K +484 +9%
FFG
2743
Frisch Financial Group
New York
$704K -$29.7K -284 -5%
SN
2744
Sittner & Nelson
Oregon
$704K -$31.7K -303 -5%
SAM
2745
Summit Asset Management
Tennessee
$703K – – –
CMAI
2746
Capital Management Associates Inc
Minnesota
$702K +$40.3K +385 +7%
SMA
2747
Seven Mile Advisory
New Jersey
$702K -$89.5K -856 -13%
CIS
2748
Custom Index Systems
New York
$700K -$837 -8 -0.1%
TWA
2749
Talisman Wealth Advisors
New Jersey
$699K +$169K +1,613 +37%
NEPPG
2750
New England Professional Planning Group
Rhode Island
$698K – – –
108 109
110
111 112