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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1226
Strategic Investment Solutions
Illinois
$335K -$73K -200 -18%
DSC
1227
Duncker Streett & Co
Missouri
$334K -$17.2K -47 -5%
SAM
1228
Strategy Asset Managers
California
$333K -$17.9K -49 -5%
CDH
1229
Charles D. Hyman
$332K – – –
MSAM
1230
Moloney Securities Asset Management
Missouri
$332K -$11.3K -31 -3%
BEAM
1231
Baker Ellis Asset Management
Washington
$332K +$10.6K +29 +3%
BAM
1232
Berkshire Asset Management
Pennsylvania
$331K -$68.3K -187 -18%
HCM
1233
HMS Capital Management
Tennessee
$330K – – –
MTIC
1234
Missouri Trust & Investment Company
Missouri
$330K +$73K +200 +30%
HCA
1235
Hyperion Capital Advisors
New York
$329K – – –
JWM
1236
Janiczek Wealth Management
Colorado
$328K +$21.9K +60 +7%
FFP
1237
FourThought Financial Partners
Florida
$328K +$21.9K +60 +8%
RP
1238
Riverwater Partners
Wisconsin
$328K – – –
TRIA
1239
Trail Ridge Investment Advisors
Colorado
$328K – – –
WCM
1240
Wedge Capital Management
North Carolina
$327K -$9.13K -25 -3%
FAG
1241
Fortitude Advisory Group
Washington
$327K +$313K +858 New
OWP
1242
Obermeyer Wealth Partners
Colorado
$327K – – –
BFO
1243
Boston Family Office
Massachusetts
$326K – – –
AFG
1244
ABLE Financial Group
Arizona
$325K +$104K +285 +50%
AFP
1245
Ausdal Financial Partners
Iowa
$325K -$1.1K -3 -0.4%
AWM
1246
Atticus Wealth Management
Florida
$325K -$36.5K -100 -10%
MAM
1247
Meeder Asset Management
Ohio
$325K -$54.8K -150 -15%
SLWA
1248
San Luis Wealth Advisors
California
$324K +$311K +851 New
RDWM
1249
Red Door Wealth Management
Tennessee
$323K +$9.86K +27 +3%
QFA
1250
Quantum Financial Advisors
California
$322K – – –
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