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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1501
SignalPoint Asset Management
Missouri
$679K +$32.9K +1,016 +5%
MC
1502
Maverick Capital
Texas
$674K -$62.3K -1,920 -9%
ICOM
1503
Investment Counselors of Maryland
Maryland
$673K -$75.4K -2,325 -10%
LC
1504
LCNB Corp
Ohio
$670K -$24.1K -743 -4%
HCM
1505
Hollencrest Capital Management
California
$668K +$48.9K +1,509 +8%
PTC
1506
Philadelphia Trust Company
Pennsylvania
$667K +$67.1K +2,069 +12%
GWS
1507
Glassman Wealth Services
Virginia
$665K -$20K -618 -3%
IWMPD
1508
Integrated Wealth Management (Palm Desert)
California
$663K +$24.6K +760 +4%
GAG
1509
GM Advisory Group
New York
$659K -$28.9K -890 -4%
BW
1510
Bison Wealth
Georgia
$658K -$29.7K -915 -4%
BCAM
1511
Boston Common Asset Management
Massachusetts
$658K – – –
GLI
1512
Guardian Life Insurance
New York
$654K +$3.57K +110 +0.6%
AAM
1513
American Asset Management
Florida
$652K +$32.4K +1,000 +5%
BCM
1514
Bayesian Capital Management
New York
$652K +$626K +19,300 New
SG
1515
StoneX Group
New York
$650K +$4.51K +139 +0.7%
LC
1516
Lourd Capital
California
$650K +$86.6K +2,670 +16%
TCM
1517
Teza Capital Management
Illinois
$650K +$624K +19,243 New
PAM
1518
Princeton Alpha Management
New Jersey
$644K -$5.77K -178 -0.9%
WCWM
1519
Willow Creek Wealth Management
California
$643K -$43.1K -1,328 -7%
TWI
1520
Thomas White International
Illinois
$639K – – –
GEA
1521
Glen Eagle Advisors
New Jersey
$637K -$2.24K -69 -0.4%
PFBT
1522
Parkside Financial Bank & Trust
Missouri
$637K -$41.3K -1,272 -6%
TPWA
1523
TRUE Private Wealth Advisors
Oregon
$634K -$264K -8,154 -30%
SMC
1524
Smith, Moore & Co
Missouri
$627K +$83.4K +2,571 +16%
PWSG
1525
Pacific Wealth Strategies Group
California
$615K +$590K +18,183 New
59 60
61
62 63