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Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSCI
1326
Security National Bank of Sioux City Iowa
Iowa
$938K -$143K -1,640 -14%
FMLI
1327
Fukoku Mutual Life Insurance
Japan
$929K +$175K +2,000 +26%
CPO
1328
Cerity Partners OCIO
New York
$925K -$57.5K -657 -6%
SCG
1329
Sonata Capital Group
Washington
$923K -$65.6K -750 -7%
CG
1330
Caprock Group
Idaho
$922K +$608K +6,950 +256%
BA
1331
Bristlecone Advisors
Washington
$916K -$101K -1,150 -11%
AP
1332
Appleton Partners
Massachusetts
$914K -$211K -2,415 -20%
GIM
1333
Greylin Investment Management
Virginia
$913K -$26.2K -300 -3%
BO
1334
BRR OpCo
Ohio
$912K -$8.83K -101 -1%
LA
1335
LVW Advisors
New York
$909K -$45.6K -521 -5%
DAM
1336
Delta Asset Management
Tennessee
$909K +$700 +8 +0.1%
CII
1337
Capital International Inc
California
$908K -$3.13M -35,746 -79%
BW
1338
Bison Wealth
Georgia
$908K -$585K -6,684 -41%
CA
1339
Cambridge Advisors
Nebraska
$908K +$262 +3 +0%
AAS
1340
Annex Advisory Services
Wisconsin
$908K +$38.1K +436 +5%
SAS
1341
Spectrum Advisory Services
Georgia
$906K +$17.5K +200 +2%
EWM
1342
Endurance Wealth Management
Rhode Island
$900K -$2.97K -34 -0.4%
SJIM
1343
St. Johns Investment Management
Florida
$894K +$37.7K +431 +5%
WF
1344
WealthTrust Fairport
Ohio
$891K -$21.9K -250 -3%
MFW
1345
Mosaic Family Wealth
Missouri
$890K +$63.2K +722 +8%
DLHL
1346
Donald L. Hagan LLC
Florida
$890K +$557K +6,368 +215%
TPWA
1347
TRUE Private Wealth Advisors
Oregon
$889K +$235K +2,687 +41%
CHJWM
1348
Carlton Hofferkamp & Jenks Wealth Management
Texas
$888K +$3.24K +37 +0.4%
PWAG
1349
Polaris Wealth Advisory Group
California
$885K -$274K -3,133 -25%
PMFA
1350
Plante Moran Financial Advisors
Michigan
$885K -$21K -240 -3%
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