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Name Holding Trade Value Shares
Change 		Change in
Stake
SB
2201
Sunflower Bank
Texas
$506K -$197K -726 -28%
CAG
2202
Curtis Advisory Group
California
$503K – – –
KIM
2203
Karpus Investment Management
New York
$500K – – –
PAS
2204
Professional Advisory Services
Florida
$500K – – –
WA1
2205
Wimmer Associates 1
California
$499K +$16.3K +60 +3%
FP
2206
Financial Perspectives
Minnesota
$498K – – –
IA
2207
Independence Advisors
Pennsylvania
$497K – – –
LWM
2208
Liberty Wealth Management
California
$496K -$5.15K -19 -1%
EA
2209
Emerald Advisors
Washington
$494K +$11.6K +43 +2%
SCM
2210
Smith Capital Management
Arkansas
$493K – – –
SPP
2211
Single Point Partners
Massachusetts
$489K -$29.3K -108 -6%
SIMM
2212
Stillwater Investment Management (Minnesota)
Minnesota
$489K +$2.71K +10 +0.6%
HH
2213
HWG Holdings
Texas
$488K +$1.9K +7 +0.4%
EIG
2214
Ellenbecker Investment Group
Wisconsin
$487K -$65K -240 -12%
M
2215
Mirova
France
$487K +$31.4K +116 +7%
PO
2216
Private Ocean
California
$487K +$49.8K +184 +12%
MPW
2217
Monterey Private Wealth
California
$487K +$196K +725 +70%
PCAP
2218
Pratt Collard Advisory Partners
New York
$486K +$2.71K +10 +0.6%
PWM
2219
PRW Wealth Management
Massachusetts
$482K -$24.9K -92 -5%
BWP
2220
Baldwin Wealth Partners
Massachusetts
$482K – – –
MSR
2221
Main Street Research
Connecticut
$480K -$37.1K -137 -7%
MA
2222
MONECO Advisors
Connecticut
$480K +$67.2K +248 +17%
DFA
2223
Delta Financial Advisors
Louisiana
$478K – – –
CFA
2224
Camarda Financial Advisors
Florida
$476K -$27.1K -100 -6%
BA
2225
Ballast Advisors
Minnesota
$476K +$24.4K +90 +6%
87 88
89
90 91