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Name Holding Trade Value Shares
Change 		Change in
Stake
RGIA
2126
Rainier Group Investment Advisory
Washington
$511K -$15.3K -111 -3%
PP
2127
PDS Planning
Ohio
$511K +$45.8K +331 +9%
FBT
2128
First Bank & Trust
South Dakota
$510K +$17.3K +125 +3%
NWM
2129
Northwest Wealth Management
Iowa
$510K +$146K +1,056 +37%
PHK
2130
Point72 Hong Kong
Hong Kong
$509K +$75.2K +544 +16%
CFA
2131
Capstone Financial Advisors
Illinois
$508K -$53.5K -387 -9%
HHGA
2132
Halbert Hargrove Global Advisors
California
$507K -$55.3K -400 -9%
KTA
2133
Keeley-Teton Advisors
Illinois
$506K +$6.91K +50 +1%
VIM
2134
Veritas Investment Management
United Kingdom
$506K +$267K +1,930 +99%
TFF
2135
The Family Firm
Maryland
$505K +$968 +7 +0.2%
GSIS
2136
Global Strategic Investment Solutions
Arizona
$502K – – –
WPA
2137
Winning Points Advisors
Florida
$502K – – –
RHFI
2138
Reilly Herbert Faulkner III
$502K +$691 +5 +0.1%
KA
2139
Klingman & Associates
New York
$501K +$2.49K +18 +0.5%
CWM
2140
Connecticut Wealth Management
Connecticut
$501K +$280K +2,027 +112%
PA
2141
Probity Advisors
Texas
$499K -$19.9K -144 -4%
SIC
2142
Sigma Investment Counselors
Michigan
$499K -$830 -6 -0.2%
SFM
2143
Signet Financial Management
New Jersey
$498K +$207K +1,498 +70%
CF
2144
Corrigan Financial
Rhode Island
$497K +$277 +2 +0.1%
HH
2145
HWG Holdings
Texas
$495K -$23.2K -168 -4%
CAG
2146
Csenge Advisory Group
Florida
$492K +$105K +757 +25%
NP
2147
Ninepoint Partners
Ontario, Canada
$491K -$45.1K -326 -8%
WA
2148
Wambolt & Associates
Colorado
$491K -$138 -1 -0%
FHC
2149
First Heartland Consultants
Missouri
$490K +$415 +3 +0.1%
PIMG
2150
Patriot Investment Management Group
Tennessee
$488K -$5.53K -40 -1%
84 85
86
87 88