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Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1651
Precision Wealth Strategies
Missouri
$562K -$5.6K -58 -1%
FNBOO
1652
First National Bank of Omaha
Nebraska
$562K -$234K -2,427 -29%
AIM
1653
Aspen Investment Management
Michigan
$562K -$64.7K -670 -10%
BCG
1654
Breakwater Capital Group
New Jersey
$559K +$579K +5,999 New
EFI
1655
EHP Funds Inc
Canada
$559K -$57.9K -600 -9%
PIFP
1656
Partners in Financial Planning
Virginia
$559K – – –
SMH
1657
Sanders Morris Harris
Texas
$557K – – –
BBA
1658
Baader Bank Aktiengesellschaft
Germany
$555K +$188K +1,950 +49%
CH
1659
Canton Hathaway
Rhode Island
$555K -$2.19M -22,725 -79%
WOSD
1660
WFA of San Diego
California
$554K -$15.4K -160 -3%
WIM
1661
Westside Investment Management
California
$553K -$27.9K -289 -0.5%
RFO
1662
RiverGlades Family Offices
Florida
$550K +$569K +5,900 New
ACP
1663
Aveo Capital Partners
Colorado
$549K +$41.2K +427 +8%
MWM
1664
Mission Wealth Management
California
$548K -$15K -155 -3%
SIC
1665
Samalin Investment Counsel
New York
$546K -$20.1K -208 -3%
CWM
1666
Connecticut Wealth Management
Connecticut
$546K -$29.8K -309 -5%
KFI
1667
Key Financial Inc
Pennsylvania
$545K – – –
HFG
1668
Heron Financial Group
New York
$541K -$9.65K -100 -2%
FNBOSM
1669
First National Bank of South Miami
Florida
$538K +$9.94K +103 +2%
PAI
1670
Pittenger & Anderson Inc
Nebraska
$536K +$83K +860 +18%
BHBT
1671
Burke & Herbert Bank & Trust
Virginia
$534K – – –
CAM
1672
Campion Asset Management
Virginia
$533K -$38.6K -400 -7%
TAIM
1673
TD Ameritrade Investment Management
Nebraska
$533K -$171K -1,772 -24%
PAM
1674
Premier Asset Management
Illinois
$532K -$56K -580 -9%
CSIC
1675
Clifford Swan Investment Counsel
California
$530K -$67.3K -697 -11%
65 66
67
68 69