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Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
2476
Cable Hill Partners
Oregon
$630K +$151K +932 +30%
CSB
2477
City State Bank
Iowa
$630K +$657K +4,065 New
SMFG
2478
Sumitomo Mitsui Financial Group
Japan
$629K -$1.2M -7,425 -65%
RWB
2479
RMR Wealth Builders
New Jersey
$626K -$181K -1,123 -22%
P
2480
&Partners
Tennessee
$625K -$43.3K -268 -6%
AWM
2481
Accel Wealth Management
Iowa
$625K +$125K +771 +24%
FIBT
2482
First International Bank & Trust
North Dakota
$624K +$651K +4,030 New
HC
2483
HNP Capital
New York
$623K +$7.11K +44 +1%
PPW
2484
Parcion Private Wealth
Washington
$622K -$24.9K -154 -4%
GWM
2485
Greenhouse Wealth Management
Connecticut
$622K – – –
EFM
2486
E Fund Management
China
$621K +$2.58K +16 +0.4%
BP
2487
Broadleaf Partners
Ohio
$620K -$6.17M -38,184 -91%
PAS
2488
Professional Advisory Services
Florida
$620K – – –
KMWM
2489
Keudell/Morrison Wealth Management
Oregon
$616K +$41.7K +258 +7%
NCM
2490
NCM Capital Management
New Jersey
$615K +$641K +3,972 New
WAAG
2491
Wealth Alliance Advisory Group
Kansas
$614K +$48.5K +300 +8%
OR
2492
Olympiad Research
Connecticut
$614K +$156K +967 +32%
LPIC
2493
LeJeune Puetz Investment Counsel
Michigan
$613K – – –
IUHSA
2494
Itau Unibanco Holding S.A.
Brazil
$612K -$34.3M -212,458 -98%
BA
2495
Birinyi Associates
Connecticut
$612K -$105K -650 -14%
HCM
2496
HMS Capital Management
Tennessee
$612K -$42.5K -263 -6%
WCM
2497
WealthBridge Capital Management
Ohio
$612K +$9.37K +58 +1%
BWM
2498
BT Wealth Management
Georgia
$611K +$7.91K +49 +1%
MCM
2499
McRae Capital Management
New Jersey
$611K +$24.2K +150 +4%
SFP
2500
Sweet Financial Partners
Minnesota
$611K +$637K +3,943 New
98 99
100
101 102