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Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
2201
First Heartland Consultants
Missouri
$497K +$162K +1,424 +51%
DWM
2202
Defined Wealth Management
Oregon
$496K +$227 +2 +0%
WC
2203
Whitney & Co
New York
$493K -$2.73K -24 -0.6%
MSCM
2204
McElhenny Sheffield Capital Management
Texas
$492K -$86.9K -765 -15%
FIB
2205
First Interstate Bank
Montana
$492K -$2.95K -26 -0.6%
VC
2206
Veracity Capital
Georgia
$489K +$104K +912 +28%
DP
2207
DDD Partners
Washington
$489K +$473K +4,166 New
WBCM
2208
Wilson & Boucher Capital Management
California
$488K +$473K +4,160 New
HWM
2209
Hohimer Wealth Management
Washington
$487K -$95.9K -844 -17%
PP
2210
PDS Planning
Ohio
$487K -$35.7K -314 -7%
TIM
2211
Tevis Investment Management
Texas
$487K +$469K +4,131 New
P
2212
&Partners
Tennessee
$484K +$23.2K +204 +5%
VIM
2213
Vista Investment Management
Pennsylvania
$483K +$341 +3 +0.1%
MCM
2214
Maple Capital Management
Vermont
$481K -$319K -2,808 -41%
CRIG
2215
Charter Research & Investment Group
Connecticut
$481K – – –
PAS
2216
Professional Advisory Services
Florida
$481K – – –
WBC
2217
West Branch Capital
Massachusetts
$481K +$64.4K +567 +16%
CAM
2218
Cidel Asset Management
Ontario, Canada
$481K +$466K +4,100 New
LPIC
2219
LeJeune Puetz Investment Counsel
Michigan
$478K -$5.11K -45 -1%
TWM
2220
Tanager Wealth Management
United Kingdom
$478K +$463K +4,076 New
LWP
2221
Lumature Wealth Partners
Georgia
$477K -$2.84K -25 -0.6%
EIA
2222
Edgemoor Investment Advisors
Maryland
$476K – – –
SC
2223
Steph & Co
Wisconsin
$476K +$49.9K +439 +12%
PFA
2224
Pure Financial Advisors
California
$475K +$33.2K +292 +8%
BRC
2225
Bell Rock Capital
Delaware
$475K +$444K +3,912 New
87 88
89
90 91