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Name Holding Trade Value Shares
Change 		Change in
Stake
LOIP
1926
Live Oak Investment Partners
Texas
$747K – – –
CPC
1927
Congress Park Capital
New York
$746K +$19.6K +300 +3%
SIC
1928
Sterling Investment Counsel
New York
$746K -$1.85M -28,378 -70%
RAM
1929
Redmond Asset Management
Virginia
$746K +$582K +8,918 +292%
SIA
1930
Sit Investment Associates
Minnesota
$744K – – –
MA
1931
MJP Associates
Connecticut
$743K +$2.35K +36 +0.3%
FDS
1932
First Dallas Securities
Texas
$742K -$4.63K -71 -0.6%
LFP
1933
Lakeshore Financial Planning
Michigan
$741K -$5.03K -77 -0.6%
BONST
1934
Bank of Nova Scotia Trust
Ontario, Canada
$740K -$326 -5 -0%
AP
1935
Atwood & Palmer
Missouri
$739K -$1.04K -16 -0.1%
CCFM
1936
Clear Creek Financial Management
Washington
$738K +$45.1K +691 +6%
CWM
1937
Connecticut Wealth Management
Connecticut
$738K -$1.76K -27 -0.2%
HI
1938
Hendershot Investments
Virginia
$738K – – –
MIM
1939
Morningstar Investment Management
Illinois
$736K +$52.5K +805 +7%
TWM
1940
Trueblood Wealth Management
Ohio
$736K -$5.22K -80 -0.7%
DFG
1941
Delta Financial Group
New Jersey
$734K +$769K +11,782 New
SFG
1942
Sovereign Financial Group
Connecticut
$733K -$28.1K -431 -4%
RYIA
1943
Roehl & Yi Investment Advisors
Oregon
$731K +$767K +11,747 New
FS
1944
Ferguson Shapiro
Georgia
$731K -$29K -445 -4%
TCWA
1945
Turtle Creek Wealth Advisors
Texas
$731K +$149K +2,276 +24%
BZWA
1946
Blue Zone Wealth Advisors
California
$728K +$763K +11,685 New
KPP
1947
Kings Path Partners
Texas
$727K -$162K -2,480 -18%
FIB
1948
First Interstate Bank
Montana
$726K -$44.7K -685 -6%
LIA
1949
LS Investment Advisors
Michigan
$725K – – –
MAWCM
1950
Mine & Arao Wealth Creation & Management
California
$725K -$3.13K -48 -0.4%
76 77
78
79 80