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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1301
Strategy Asset Managers
California
$624K
RFA
1302
Reilly Financial Advisors
California
$623K +$105K +691 +20%
SIC
1303
Sigma Investment Counselors
Michigan
$621K -$115K -758 -16%
CCS
1304
Crosspoint Capital Strategies
California
$617K -$73.9K -487 -11%
NA
1305
NSB Advisors
New York
$616K
DJSG
1306
D.J. St. Germain
Massachusetts
$613K +$303K +1,998 +100%
IWA
1307
Inspirion Wealth Advisors
Illinois
$611K
AW
1308
ACG Wealth
Georgia
$609K +$36.1K +238 +6%
DIA
1309
Davidson Investment Advisors
Montana
$608K
SC
1310
Saturna Capital
Washington
$607K
BCM
1311
Becker Capital Management
Oregon
$606K -$55.4K -365 -8%
Fidelity International
1312
Fidelity International
Bermuda
$605K +$598K +3,941 New
CA
1313
Callahan Advisors
Texas
$603K -$669K -4,412 -53%
SIP
1314
Stoneridge Investment Partners
Pennsylvania
$603K
IAS
1315
IMA Advisory Services
Colorado
$601K -$902K -5,947 -60%
TYCC
1316
Texas Yale Capital Corp
Florida
$591K +$11.4K +75 +2%
PWMAG
1317
Pinnacle Wealth Management Advisory Group
New Jersey
$587K -$5.61K -37 -1%
OWP
1318
Obermeyer Wealth Partners
Colorado
$586K -$128K -843 -18%
VWM
1319
Vector Wealth Management
Minnesota
$577K -$41.9K -276 -7%
SWA
1320
SFMG Wealth Advisors
Texas
$576K +$313K +2,066 +123%
FHB
1321
First Hawaiian Bank
Hawaii
$573K +$8.64K +57 +2%
FMC
1322
First Merchants Corp
Indiana
$569K -$67.5K -445 -11%
KJHP
1323
K.J. Harrison & Partners
Ontario, Canada
$569K -$9.1K -60 -2%
KFA
1324
Kelleher Financial Advisors
New York
$566K -$55.5K -366 -9%
AP
1325
Appleton Partners
Massachusetts
$564K -$215K -1,415 -28%