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Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
1251
Moneta Group Investment Advisors
Missouri
$1.15M +$27K +108 +3%
JCM
1252
Jacobsen Capital Management
Utah
$1.15M +$1.09M +4,350 New
AL
1253
Aspiriant LLC
California
$1.15M -$19K -76 -2%
ACM
1254
Azimuth Capital Management
Michigan
$1.13M – – –
CAAS
1255
Capital Asset Advisory Services
Michigan
$1.12M +$7.51K +30 +0.7%
SC
1256
Sepio Capital
Utah
$1.12M +$18.3K +73 +2%
CA
1257
Cullinan Associates
Kentucky
$1.11M +$50K +200 +5%
RG
1258
Rikoon Group
New Mexico
$1.11M -$163K -653 -13%
AIC
1259
Archer Investment Corporation
Indiana
$1.1M – – –
CIA
1260
CSat Investment Advisory
Michigan
$1.1M +$491K +1,964 +89%
OA
1261
Oak Associates
Ohio
$1.09M – – –
BOE
1262
Bank of Edwardsville
Illinois
$1.09M -$161K -645 -14%
DBT
1263
Dubuque Bank & Trust
Iowa
$1.09M -$1.5K -6 -0.1%
CCT
1264
Country Club Trust
Missouri
$1.09M +$35.3K +141 +4%
PWPS
1265
Pinnacle Wealth Planning Services
Ohio
$1.08M +$56.3K +225 +6%
OFS
1266
OneAscent Financial Services
Alabama
$1.08M +$1.02M +4,094 New
WA
1267
WBH Advisory
Maryland
$1.08M -$445K -1,780 -30%
CCB
1268
Cutter & Co Brokerage
Missouri
$1.08M +$115K +458 +13%
HBT
1269
Hills Bank & Trust
Iowa
$1.07M +$32.3K +129 +3%
LFASL
1270
Lugano Financial Advisors SA (LFA)
Switzerland
$1.07M -$159K -637 -14%
CC
1271
Cannell & Co
New York
$1.06M -$269K -1,075 -21%
WA
1272
Wheatland Advisors
Pennsylvania
$1.06M – – –
AGA
1273
Accuvest Global Advisors
Utah
$1.06M – – –
UMA
1274
USA Mutuals Advisors
Texas
$1.06M – – –
ACI
1275
Alpha Cubed Investments
California
$1.06M +$354K +1,415 +55%
49 50
51
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