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Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
1101
Harrell Investment Partners
Texas
$460K +$10.3K +458 +2%
CPA
1102
Cardiff Park Advisors
California
$459K +$119K +5,294 +30%
GPA
1103
Garrison Point Advisors
California
$459K -$8.23K -365 -2%
GS
1104
GWN Securities
Florida
$458K +$496K +22,004 New
NFG
1105
Nations Financial Group
Iowa
$456K -$84.5K -3,749 -14%
CAM
1106
CenterStar Asset Management
Illinois
$455K +$512K +22,694 New
RCM
1107
Radnor Capital Management
Pennsylvania
$455K -$132K -5,870 -21%
CI
1108
Conning Inc
Connecticut
$454K -$81.4K -3,609 -14%
PCM
1109
Parsons Capital Management
Rhode Island
$454K -$544K -24,126 -52%
RP
1110
Rice Partnership
Hawaii
$453K -$4.51K -200 -0.9%
DWM
1111
Dorchester Wealth Management
Quebec, Canada
$453K +$43.6K +1,935 +9%
AAM
1112
Advisors Asset Management
Colorado
$449K -$1.1M -48,779 -69%
OIA
1113
Optimum Investment Advisors
Illinois
$449K -$85.7K -3,800 -15%
SWM
1114
SilverOak Wealth Management
Minnesota
$448K +$80.9K +3,588 +19%
PWP
1115
Principle Wealth Partners
Connecticut
$447K -$1.51M -67,019 -75%
DBIA
1116
Dumont & Blake Investment Advisors
New Jersey
$447K +$2.14K +95 +0.4%
COCM
1117
Charter Oak Capital Management
New Hampshire
$446K -$15.1K -672 -3%
CIA
1118
Compass Ion Advisors
Pennsylvania
$445K -$116K -5,150 -19%
JWBC
1119
J.W. Burns & Co
New York
$445K -$9.02K -400 -2%
JWM
1120
JGP Wealth Management
Oregon
$443K -$23.6K -1,045 -5%
1W
1121
1776 Wealth
Georgia
$443K – – –
WF
1122
Womack Financial
Texas
$441K +$496K +22,015 New
SB
1123
Sunflower Bank
Texas
$441K +$32.6K +1,447 +7%
QFA
1124
Quattro Financial Advisors
Texas
$441K – – –
AL
1125
Aspiriant LLC
California
$441K -$133K -5,922 -21%
43 44
45
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