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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
2126
AMI Asset Management
California
$426K – – –
WLIM
2127
White Lighthouse Investment Management
Massachusetts
$426K +$10.8K +200 +3%
CCM
2128
Carlson Capital Management
Minnesota
$425K +$11.2K +206 +3%
DA
2129
DCM Advisors
New York
$425K +$93.5K +1,725 +28%
CCA
2130
Conservest Capital Advisors
Pennsylvania
$424K +$2.44K +45 +0.6%
CCT
2131
Capital City Trust
Florida
$422K – – –
KFP
2132
KB Financial Partners
New Jersey
$422K +$45.3K +836 +12%
AMCA
2133
Arthur M. Cohen & Associates
Illinois
$420K +$67.1K +1,238 +17%
SWM
2134
Sugarloaf Wealth Management
Georgia
$418K -$40.3K -744 -9%
MSA
2135
Marino Stram & Associates
Massachusetts
$416K -$496K -9,152 -54%
RWG
2136
Regal Wealth Group
California
$416K +$28.4K +524 +7%
FSG
2137
Financial Strategies Group
Michigan
$416K +$108K +1,987 +34%
LCM
2138
Leisure Capital Management
California
$415K -$17.8K -329 -4%
FIM
2139
Freedom Investment Management
Connecticut
$413K +$3.31K +61 +0.8%
MCM
2140
Monument Capital Management
Virginia
$412K +$55.9K +1,031 +15%
GD
2141
Grandfield & Dodd
New York
$410K -$65.6K -1,210 -14%
EDRIA
2142
Edmonds Duncan Registered Investment Advisors
Kansas
$410K – – –
SW
2143
SkyOak Wealth
Michigan
$409K -$17.6K -325 -4%
HWA
2144
HHM Wealth Advisors
Tennessee
$409K +$10.1K +186 +2%
CANY
2145
Caxton Associates (New York)
New York
$407K +$170K +3,140 +70%
LC
2146
Lincoln Capital
Nebraska
$405K – – –
FNBOO
2147
First National Bank of Omaha
Nebraska
$405K +$14.9K +274 +4%
HFA
2148
High Falls Advisors
New York
$405K +$54K +996 +15%
SFS
2149
Summit Financial Strategies
Ohio
$404K -$10.2K -188 -2%
KLC
2150
Knowledge Leaders Capital
Colorado
$403K +$4.88K +90 +1%
84 85
86
87 88