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Name Holding Trade Value Shares
Change 		Change in
Stake
DT
1001
Diversified Trust
Tennessee
$4.12M -$3.17M -64,935 -45%
SWMG
1002
Signature Wealth Management Group
Georgia
$4.1M +$14.3K +293 +0.4%
FPFS
1003
First Personal Financial Services
North Carolina
$4.1M +$53.5K +1,095 +1%
LIM
1004
Loudon Investment Management
New Hampshire
$4.08M -$19.5K -400 -0.5%
PWMAG
1005
Pinnacle Wealth Management Advisory Group
New Jersey
$4.05M -$28K -574 -0.7%
SIA
1006
Strategic Investment Advisors
Michigan
$4.04M +$126K +2,577 +3%
HIP
1007
Harrell Investment Partners
Texas
$4.04M +$266K +5,439 +8%
GL
1008
Graypoint LLC
New York
$4.02M -$203K -4,155 -5%
BWM
1009
BNC Wealth Management
Oregon
$3.98M +$3.11M +63,601 +507%
ST
1010
Spinnaker Trust
Maine
$3.97M -$697K -14,272 -16%
RWM
1011
Rench Wealth Management
Texas
$3.95M -$777K -15,914 -17%
PTC
1012
Private Trust Company
Ohio
$3.95M +$214K +4,389 +6%
TMAM
1013
Tokio Marine Asset Management
Japan
$3.94M +$499K +10,213 +16%
SFO
1014
Stokes Family Office
Louisiana
$3.94M +$345K +7,056 +10%
CWM
1015
Concentric Wealth Management
California
$3.93M +$977 +20 +0%
NHT
1016
New Hampshire Trust
New Hampshire
$3.93M -$77.6K -1,588 -2%
WWM
1017
Western Wealth Management
Colorado
$3.92M +$216K +4,415 +6%
RCW
1018
Rheos Capital Works
Japan
$3.91M +$3.65M +74,800 New
KA
1019
Keene & Associates
Texas
$3.91M +$684 +14 +0%
LOAME
1020
Lombard Odier Asset Management (Europe)
United Kingdom
$3.9M -$286K -5,863 -7%
AIA
1021
AIMZ Investment Advisors
California
$3.9M -$25.3K -519 -0.7%
OTPPB
1022
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.89M +$1.36M +27,895 +60%
KLWA
1023
Kelly Lawrence W & Associates
California
$3.88M – – –
JAM
1024
Jupiter Asset Management
United Kingdom
$3.88M +$2.48M +50,742 +216%
PGAM
1025
Princeton Global Asset Management
New Jersey
$3.87M +$326K +6,683 +10%
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