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Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1451
TRUE Private Wealth Advisors
Oregon
$990K -$170K -3,128 -15%
JFA
1452
JNBA Financial Advisors
Minnesota
$989K +$31.3K +575 +3%
KFA
1453
Kelleher Financial Advisors
New York
$986K – – –
SIM
1454
Stratos Investment Management
Ohio
$986K +$151K +2,767 +18%
GWM
1455
GSB Wealth Management
Connecticut
$986K +$291K +5,355 +42%
SIA
1456
Sit Investment Associates
Minnesota
$985K -$326K -6,000 -25%
FDS
1457
Freedom Day Solutions
Texas
$984K -$10.9K -200 -1%
SWM
1458
Segment Wealth Management
Texas
$983K +$598 +11 +0.1%
MCM
1459
McMillion Capital Management
North Carolina
$980K -$74.2K -1,363 -7%
CRC
1460
Curi RMB Capital
Illinois
$980K +$50.7K +932 +5%
BCM
1461
Blume Capital Management
California
$979K – – –
FTC
1462
Farmers Trust Company
Ohio
$977K -$5.44K -100 -0.6%
MIC
1463
Means Investment Company
Maine
$977K +$39.4K +724 +4%
JSL
1464
JT Stratford LLC
Georgia
$975K -$18.2K -335 -2%
PCA
1465
Private Capital Advisors
Connecticut
$975K – – –
AWM
1466
Aberdeen Wealth Management
Illinois
$975K +$218 +4 +0%
CCG
1467
Ceeto Capital Group
Florida
$974K – – –
ROTUOC
1468
Regents of the University of California
California
$974K – – –
YIA
1469
YHB Investment Advisors
Connecticut
$974K +$7.62K +140 +0.8%
FDS
1470
First Dallas Securities
Texas
$972K +$41.7K +767 +4%
HIM
1471
Hotaling Investment Management
Pennsylvania
$970K – – –
SNBOSD
1472
Security National Bank of So Dak
Iowa
$967K -$315K -5,783 -24%
IAM
1473
Infusive Asset Management
New York
$967K +$44.6K +819 +5%
BFC
1474
Bedel Financial Consulting
Indiana
$966K +$24.9K +457 +3%
SS
1475
Simplicity Solutions
Minnesota
$964K +$234K +4,293 +32%
57 58
59
60 61