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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1051
Sicart Associates
New York
$486K – – –
CCA
1052
Cobblestone Capital Advisors
New York
$486K +$138K +1,165 +41%
WP
1053
WealthPLAN Partners
Nebraska
$486K +$463K +3,899 +3,899%
RCAMU
1054
Rothschild & Co Asset Management US
Connecticut
$483K -$22.7K -191 -5%
NHC
1055
Nicholas Hoffman & Company
Georgia
$475K +$49.1K +414 +12%
IPAM
1056
ICICI Prudential Asset Management
India
$473K -$214K -1,800 -33%
SBWIC
1057
Schaper Benz & Wise Investment Counsel
Wisconsin
$472K +$461K +3,890 New
FAM
1058
Fortaleza Asset Management
Illinois
$470K – – –
BG
1059
Bahl & Gaynor
Ohio
$470K +$184K +1,552 +67%
IPC
1060
Independent Portfolio Consultants
Florida
$469K -$220K -1,858 -32%
SFG
1061
Summit Financial Group
West Virginia
$469K +$458K +3,865 New
AIA
1062
Avalon Investment & Advisory
Texas
$468K -$395K -3,334 -46%
CWM
1063
Confluence Wealth Management
Oregon
$467K +$5.1K +43 +1%
SKK
1064
Shepherd Kaplan Krochuk
Massachusetts
$466K – – –
MWAC
1065
Mariner Wealth Advisors (Cincinnati)
Ohio
$465K -$83K -700 -15%
BC
1066
Burney Company
Virginia
$458K +$12.5K +105 +3%
VF
1067
Virtu Financial
New York
$457K +$446K +3,761 New
MMG
1068
Monetary Management Group
Missouri
$455K – – –
IAA
1069
Independent Advisor Alliance
North Carolina
$450K -$12K -101 -3%
GWM
1070
Geneos Wealth Management
Colorado
$450K +$120K +1,010 +37%
BA
1071
BKS Advisors
Michigan
$447K – – –
BSW
1072
Buckingham Strategic Wealth
Missouri
$446K +$145K +1,225 +50%
GLA
1073
Great Lakes Advisors
Illinois
$444K -$255K -2,147 -37%
SCA
1074
STALEY CAPITAL ADVISERS
Pennsylvania
$441K +$3.56K +30 +0.8%
BHB
1075
Bank Hapoalim BM
Israel
$439K -$490K -4,130 -53%
41 42
43
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