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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2526
Cornerstone Advisory
Maryland
$630K -$356K -2,234 -36%
CS
2527
Capital Square
Tennessee
$629K -$29K -182 -4%
GSCM
2528
Greenfield Seitz Capital Management
Texas
$629K -$3.51K -22 -0.5%
KOCAA
2529
Knights of Columbus Asset Advisors
Connecticut
$628K +$640K +4,012 New
BCFD
2530
Boit C.F. David
$626K – – –
LWM
2531
Laidlaw Wealth Management
New York
$625K -$12.6K -79 -2%
HGA
2532
Hobbs Group Advisors
South Carolina
$625K +$637K +3,994 New
KA
2533
Klingman & Associates
New York
$625K +$49.9K +313 +9%
DPIM
2534
Duff & Phelps Investment Management
Illinois
$623K -$2.59M -16,226 -80%
MWM
2535
MGB Wealth Management
Texas
$621K -$80.5K -505 -11%
JWM
2536
Janiczek Wealth Management
Colorado
$621K -$44.3K -278 -7%
SRSA
2537
S.R. Schill & Associates
Washington
$621K -$713K -4,473 -53%
CIA
2538
Cladis Investment Advisory
Montana
$620K -$10.5K -66 -2%
BAM
2539
Brave Asset Management
New Jersey
$620K -$33.2K -208 -5%
APIM
2540
Agate Pass Investment Management
Washington
$620K +$4.46K +28 +0.7%
HAG
2541
HF Advisory Group
Maryland
$620K +$85K +533 +16%
QC
2542
Quent Capital
New York
$619K -$85.2K -534 -12%
TAM
2543
Trillium Asset Management
Massachusetts
$618K – – –
BWP
2544
Bernardo Wealth Planning
Pennsylvania
$618K +$6.06K +38 +1%
RMSCM
2545
R.M. Sincerbeaux Capital Management
New York
$618K -$79.7K -500 -11%
UWS
2546
Unique Wealth Strategies
Illinois
$617K – – –
VH
2547
Visionary Horizons
Tennessee
$614K – – –
GC
2548
Guidance Capital
Kentucky
$613K -$20.7K -130 -3%
FDS
2549
First Dallas Securities
Texas
$613K +$1.75K +11 +0.3%
XWM
2550
Xcel Wealth Management
Florida
$613K +$27.1K +170 +5%
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102
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