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Name Holding Trade Value Shares
Change 		Change in
Stake
IFU
1151
iSAM Funds (UK)
United Kingdom
$423K +$385K +5,611 New
A
1152
AlphaQuest
New York
$422K -$31.4K -458 -8%
KFS
1153
Kurt F. Somerville
$421K -$103K -1,500 -21%
BIG
1154
Brooklyn Investment Group
New York
$420K -$7.88K -115 -2%
BC
1155
Barrett & Company
Rhode Island
$419K +$274 +4 +0.1%
CFO
1156
CVA Family Office
Colorado
$419K -$13.9K -203 -4%
BFG
1157
Beacon Financial Group
Texas
$418K -$37K -540 -9%
BSA
1158
Bull Street Advisors
Georgia
$418K -$27.1K -395 -7%
ACG
1159
Allen Capital Group
Nebraska
$416K +$6.65K +97 +2%
PWM
1160
Pines Wealth Management
North Carolina
$415K -$60.3K -880 -14%
CIA
1161
Caerus Investment Advisors
Texas
$414K +$377K +5,496 New
FHC
1162
First Horizon Corporation
Tennessee
$412K +$374K +5,461 New
RFP
1163
Root Financial Partners
California
$411K +$2.13K +31 +0.6%
LGF
1164
LGT Group Foundation
Liechtenstein
$410K -$208K -3,030 -36%
BP
1165
Ballentine Partners
Massachusetts
$410K -$43.4K -633 -10%
TGIA
1166
Torrey Growth & Income Advisors
California
$409K +$372K +5,425 New
CAMG
1167
CWA Asset Management Group
Florida
$408K -$14.7K -214 -4%
CP
1168
Camelot Portfolios
Ohio
$407K -$139K -2,026 -27%
AC
1169
Apella Capital
Connecticut
$405K +$69.8K +1,019 +26%
CAM
1170
Columbia Asset Management
Michigan
$403K -$85.7K -1,250 -19%
BW
1171
Basepoint Wealth
Iowa
$401K -$12.5K -183 -3%
BFO
1172
Boston Family Office
Massachusetts
$401K – – –
DCM
1173
Donaldson Capital Management
Indiana
$400K +$7.2K +105 +2%
GVAG
1174
Great Valley Advisor Group
Delaware
$399K +$480 +7 +0.1%
RA
1175
RFG Advisory
Alabama
$399K -$34.4K -502 -9%
45 46
47
48 49