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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1301
Wealth Architects
California
$1.13M +$3.65K +101 +0.3%
IB
1302
Intrust Bank
Kansas
$1.13M +$36.8K +1,018 +3%
JIM
1303
Jupiter Investment Management
United Kingdom
$1.13M -$20M -553,830 -95%
MSWM
1304
Mader & Shannon Wealth Management
Missouri
$1.12M +$1.13M +31,158 New
MWM
1305
Modera Wealth Management
New Jersey
$1.12M +$120K +3,316 +12%
PFSC
1306
Peoples Financial Services Corp
Pennsylvania
$1.12M -$30.1K -831 -3%
MFW
1307
Meristem Family Wealth
Minnesota
$1.11M – – –
DRD
1308
Dennis R. Delaney
$1.11M – – –
JAFL
1309
Jay A. Fishman Ltd
Michigan
$1.11M +$194K +5,372 +21%
DSC
1310
Duncker Streett & Co
Missouri
$1.11M +$32.5K +898 +3%
SL
1311
Summitry LLC
California
$1.1M -$149K -4,106 -12%
PL
1312
Perpetual Ltd
Australia
$1.1M +$1.1M +30,456 New
SA
1313
Strategic Advisors
New York
$1.09M -$101K -2,794 -8%
NAM
1314
NTV Asset Management
West Virginia
$1.09M +$3.91K +108 +0.4%
MPIA
1315
Mountain Pacific Investment Advisers
Idaho
$1.09M +$78.8K +2,177 +8%
CBA
1316
Coastal Bridge Advisors
Connecticut
$1.09M +$977 +27 +0.1%
BFM
1317
Boothbay Fund Management
New York
$1.09M +$1.09M +30,105 New
LJAC
1318
L.J. Altfest & Co
New York
$1.08M -$6.41K -177 -0.6%
DAM
1319
Delta Asset Management
Tennessee
$1.08M -$3.55K -98 -0.3%
BWM
1320
BerganKDV Wealth Management
Minnesota
$1.08M +$72.2K +1,995 +7%
PWMAG
1321
Pinnacle Wealth Management Advisory Group
New Jersey
$1.07M -$6.19K -171 -0.6%
SNBOSD
1322
Security National Bank of So Dak
Iowa
$1.06M -$48.9K -1,350 -4%
DDPIC
1323
Deroy & Devereaux Private Investment Counsel
Michigan
$1.06M -$38K -1,050 -3%
OIM
1324
Orca Investment Management
Oregon
$1.06M +$62.7K +1,732 +6%
PFS
1325
Physicians Financial Services
North Carolina
$1.05M -$61.8K -1,708 -6%
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