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Name Holding Trade Value Shares
Change 		Change in
Stake
SCFS
2176
S.C. Financial Services
Arizona
$526K +$144K +3,158 +40%
SIM
2177
SSI Investment Management
California
$524K -$319 -7 -0.1%
BFA
2178
BMS Financial Advisors
South Dakota
$523K -$50K -1,098 -9%
PSP
2179
Principal Street Partners
Tennessee
$522K +$41.6K +915 +9%
JFL
2180
Jarislowsky, Fraser Ltd
Quebec, Canada
$522K -$5.83K -128 -1%
SAM
2181
S.A. Mason
Michigan
$521K – – –
FAFN
2182
First Affirmative Financial Network
Colorado
$520K +$82.5K +1,812 +20%
CCM
2183
Chimera Capital Management
New York
$518K +$495K +10,882 New
PA
2184
Parkside Advisors
California
$518K – – –
PIA
2185
Powell Investment Advisors
Florida
$517K – – –
OA
2186
Oxbow Advisors
Texas
$516K +$1.09K +24 +0.2%
WFM
2187
Wolff Financial Management
Michigan
$514K – – –
AMG
2188
Asset Management Group
Connecticut
$514K +$4.1K +90 +0.8%
SAM
2189
Seelaus Asset Management
New Jersey
$513K -$2.69K -59 -0.5%
SFWA
2190
Summit Financial Wealth Advisors
Louisiana
$512K +$59.2K +1,300 +14%
OCBCO
2191
Oversea-Chinese Banking Corp (OCBC)
Singapore
$511K +$488K +10,717 New
CBT
2192
Central Bank & Trust
Kentucky
$511K +$105K +2,308 +27%
DIM
2193
Delta Investment Management
California
$511K +$40.4K +888 +9%
BLC
2194
Brown, Lisle/Cummings
Rhode Island
$511K +$19.6K +431 +4%
CFS
2195
CRA Financial Services
New Jersey
$511K +$8.15K +179 +2%
FC
2196
Fulcrum Capital
Washington
$510K +$488K +10,713 New
DAM
2197
Delta Asset Management
Tennessee
$510K -$9.24K -203 -2%
WFA
2198
Wade Financial Advisory
California
$509K -$4.55K -100 -0.9%
NQWM
2199
Northwest Quadrant Wealth Management
Oregon
$509K +$2.69K +59 +0.6%
BCM
2200
Boltwood Capital Management
California
$507K +$485K +10,650 New
86 87
88
89 90