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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
2376
Diligent Investors
California
$823K +$97.8K +175 +14%
AAMU
2377
AEGON Asset Management (UK)
United Kingdom
$822K -$1.81M -3,245 -69%
GWM
2378
Glass Wealth Management
Texas
$822K +$377K +675 +88%
MCWA
2379
Meadow Creek Wealth Advisors
Georgia
$822K +$70.4K +126 +10%
SF
2380
Sun Financial
Utah
$821K +$804K +1,439 New
EL
2381
EWA LLC
Pennsylvania
$819K +$40.8K +73 +5%
FFG
2382
Fortem Financial Group
California
$818K +$147K +263 +22%
SC
2383
Saiph Capital
New Jersey
$816K +$55.3K +99 +7%
SHFG
2384
S Harris Financial Group
Texas
$814K +$797K +1,426 New
GJWM
2385
Gilliland Jeter Wealth Management
Arkansas
$813K -$10.1K -18 -1%
FIB
2386
First Interstate Bank
Montana
$810K -$26.8K -48 -3%
OC
2387
Oarsman Capital
Wisconsin
$809K +$71K +127 +10%
VC
2388
Veery Capital
Delaware
$806K -$1.12K -2 -0.1%
RFS
2389
RM Financial Services
Maine
$806K +$789K +1,411 New
CCP
2390
Cushing Capital Partners
Wisconsin
$805K -$92.2K -165 -10%
ST
2391
Sentinel Trust
Texas
$802K +$477K +853 +155%
AWM
2392
Ariadne Wealth Management
California
$801K -$41.9K -75 -5%
DMBA
2393
Deseret Mutual Benefit Administrators
Utah
$800K +$12.9K +23 +2%
SHGA
2394
Sand Hill Global Advisors
California
$799K +$44.2K +79 +6%
OWA
2395
Outlook Wealth Advisors
Texas
$799K -$11.2K -20 -1%
IIM
2396
Intact Investment Management
Quebec, Canada
$799K -$467K -836 -37%
CT
2397
Colonial Trust
South Carolina
$798K +$29.1K +52 +4%
RP
2398
Rice Partnership
Hawaii
$795K – – –
CPW
2399
Crestmont Private Wealth
Texas
$794K +$33K +59 +4%
CWA
2400
Clarity Wealth Advisors
California
$790K -$3.91K -7 -0.5%
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96
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