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Name Holding Trade Value Shares
Change 		Change in
Stake
SDH
3076
Sloy Dahl & Holst
Washington
$434K +$5.47K +15 +1%
NAMNJ
3077
NorthStar Asset Management (New Jersey)
New Jersey
$433K -$10.2K -28 -3%
MSR
3078
Main Street Research
Connecticut
$433K -$25.5K -70 -6%
FNBSF
3079
First National Bank Sioux Falls
South Dakota
$432K – – –
AWA
3080
Adapt Wealth Advisors
Georgia
$432K +$58.7K +161 +18%
PAG
3081
Powers Advisory Group
Illinois
$432K +$1.09K +3 +0.3%
RA
3082
Riverstone Advisors
Texas
$431K – – –
KLI
3083
Kelman-Lazarov Inc
Tennessee
$431K +$365 +1 +0.1%
PMG
3084
Private Management Group
California
$430K -$4.38K -12 -1%
ATWA
3085
Arbor Trust Wealth Advisors
Michigan
$430K – – –
NECFA
3086
New England Capital Financial Advisors
Connecticut
$429K +$365 +1 +0.1%
PGWM
3087
Pitti Group Wealth Management
New York
$429K – – –
RRWA
3088
Rainey & Randall Wealth Advisors
Florida
$429K +$2.19K +6 +0.6%
BPAMU
3089
BTG Pactual Asset Management US
New York
$429K +$386K +1,058 New
FWM
3090
Focused Wealth Management
New York
$428K +$21.2K +58 +6%
QP
3091
Quartz Partners
New York
$427K +$384K +1,053 New
NCTC
3092
New Covenant Trust Company
Indiana
$427K +$70.8K +194 +22%
CTB
3093
Country Trust Bank
Illinois
$426K +$36.5K +100 +11%
AWM
3094
Avondale Wealth Management
Texas
$425K +$36.5K +100 +11%
PDM
3095
Penn Davis McFarland
Texas
$425K +$382K +1,048 New
DFA
3096
DHJJ Financial Advisors
Illinois
$422K -$1.46K -4 -0.4%
BFS
3097
Beacon Financial Strategies
North Carolina
$422K – – –
ECAM
3098
East Coast Asset Management
Massachusetts
$421K – – –
PGA
3099
Portland Global Advisors
Maine
$421K -$30.3K -83 -7%
MTC
3100
McDaniel Terry & Co
Texas
$421K +$1.82K +5 +0.5%
122 123
124
125 126