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Name Holding Trade Value Shares
Change 		Change in
Stake
TI
951
Truepoint Inc
Ohio
$519K -$86.9K -1,303 -14%
TAM
952
Tocqueville Asset Management
New York
$519K -$40.2K -602 -7%
FHB
953
First Hawaiian Bank
Hawaii
$517K -$26.8K -402 -5%
BWM
954
BerganKDV Wealth Management
Minnesota
$516K +$297K +4,454 +138%
PIFP
955
Partners in Financial Planning
Virginia
$515K +$512K +7,670 New
HMS
956
Hanseatic Management Services
New Mexico
$514K +$17.5K +262 +4%
WDG
957
Wealth Dimensions Group
Ohio
$514K +$32.8K +491 +7%
TA
958
Tiedemann Advisors
New York
$513K -$39.1K -586 -7%
PFM
959
Parsec Financial Management
North Carolina
$513K +$201K +3,011 +65%
GJIC
960
Gamble Jones Investment Counsel
California
$510K – – –
GFS
961
GYL Financial Synergies
Connecticut
$507K -$18.9K -284 -4%
PSC
962
Prentiss Smith & Co
Vermont
$500K -$41K -614 -8%
JIP
963
Jaffetilchin Investment Partners
Florida
$499K +$174K +2,615 +50%
GLLW
964
Graves Light Lenhart Wealth
Virginia
$498K -$65.3K -978 -12%
DWA
965
Douglass Winthrop Advisors
New York
$496K -$195K -2,919 -28%
CCM
966
Crew Capital Management
Ohio
$496K – – –
BHWM
967
Bar Harbor Wealth Management
New Hampshire
$493K -$6.67K -100 -1%
DWT
968
Dorsey & Whitney Trust
South Dakota
$489K – – –
AFP
969
Ausdal Financial Partners
Iowa
$488K -$74.5K -1,116 -13%
LFA
970
Legacy Financial Advisors
Kentucky
$488K +$68.2K +1,022 +16%
TAM
971
Trillium Asset Management
Massachusetts
$487K -$42.8K -642 -8%
FMLI
972
Fukoku Mutual Life Insurance
Japan
$487K – – –
NCM
973
Northside Capital Management
Oregon
$487K – – –
BIC
974
Beach Investment Counsel
Pennsylvania
$486K – – –
YIH
975
Y-Intercept (HK)
Hong Kong
$484K +$482K +7,222 New
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