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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1351
Autus Asset Management
Arizona
$508K +$18.1K +145 +4%
HF
1352
Hoxton Financial
West Virginia
$507K -$2.62K -21 -0.6%
MSFP
1353
Mark Sheptoff Financial Planning
Connecticut
$500K -$62.3K -500 -12%
MWM
1354
Mission Wealth Management
California
$497K -$28.3K -227 -6%
PCMC
1355
Paragon Capital Management (Colorado)
Colorado
$494K – – –
CCP
1356
Clarkston Capital Partners
Michigan
$493K -$44.9K -360 -9%
BHA
1357
Beech Hill Advisors
New York
$492K -$62.3K -500 -12%
HIM
1358
Hillsdale Investment Management
Ontario, Canada
$489K -$6.23K -50 -1%
BFIM
1359
Beese Fulmer Investment Management
Ohio
$489K – – –
ACM
1360
Argent Capital Management
Missouri
$485K – – –
WCM
1361
Windward Capital Management
California
$483K +$4.86K +39 +1%
EC
1362
Eachwin Capital
New York
$481K -$82.5K -662 -16%
GI
1363
Gradient Investments
Minnesota
$481K -$9.72K -78 -2%
MCM
1364
Maple Capital Management
Vermont
$481K – – –
VWM
1365
Vector Wealth Management
Minnesota
$480K +$6.11K +49 +1%
AA
1366
ALPS Advisors
Colorado
$478K -$114K -914 -20%
OWP
1367
Obermeyer Wealth Partners
Colorado
$475K – – –
NB
1368
Nicolet Bankshares
Wisconsin
$474K -$9.22K -74 -2%
CRC
1369
Curi RMB Capital
Illinois
$468K -$6.48K -52 -1%
FHC
1370
First Heartland Consultants
Missouri
$468K +$162K +1,298 +59%
BB
1371
Bell Bank
North Dakota
$467K -$172K -1,380 -28%
AIA
1372
Allegis Investment Advisors
Idaho
$467K +$139K +1,112 +47%
KLI
1373
Kelman-Lazarov Inc
Tennessee
$462K +$427K +3,428 New
MFW
1374
Meristem Family Wealth
Minnesota
$461K -$5.73K -46 -1%
PHAM
1375
Palisades Hudson Asset Management
Florida
$460K – – –
53 54
55
56 57