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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
4201
Iconiq Capital
California
$478K – – –
ASBI
4202
American State Bank (Iowa)
Iowa
$478K +$21.8K +34 +4%
BAWM
4203
Bennett Associates Wealth Management
Pennsylvania
$477K -$21.8K -34 -4%
DI
4204
Decision Investments
California
$474K -$190K -296 -26%
SIA
4205
Sovereign Investment Advisors
Arizona
$474K +$531K +829 New
BVP
4206
Bristlecone Value Partners
California
$472K +$529K +826 New
GD
4207
Grandfield & Dodd
New York
$472K – – –
CB
4208
Community Bank
New York
$469K -$16K -25 -3%
GHI
4209
Gross & Hartman Investments
Pennsylvania
$469K -$329K -513 -39%
PPWM
4210
PFG Private Wealth Management
Florida
$469K +$51.9K +81 +11%
VIM
4211
Vista Investment Management
Pennsylvania
$469K +$12.8K +20 +3%
TAM
4212
Trillium Asset Management
Massachusetts
$468K -$39.1K -61 -7%
HWP
4213
Hibernia Wealth Partners
Louisiana
$468K +$113K +177 +28%
VPI
4214
Value Partners Investments
Manitoba, Canada
$467K +$19.9K +31 +4%
EWM
4215
Edge Wealth Management
New York
$466K +$101K +158 +24%
TF
4216
Tenon Financial
New Jersey
$466K +$31.4K +49 +6%
LFA
4217
Level Financial Advisors
New York
$466K +$37.2K +58 +8%
EGWAG
4218
Elwood & Goetz Wealth Advisory Group
Georgia
$465K +$29.5K +46 +6%
CWL
4219
Causey Wealth LLC
Colorado
$464K +$117K +183 +29%
CI
4220
Corient IA
Florida
$463K -$57.7K -90 -10%
LCM
4221
Lattice Capital Management
Washington
$463K – – –
JWWM
4222
Johnson & White Wealth Management
Pennsylvania
$462K +$3.2K +5 +0.6%
DBFM
4223
Dickmeyer Boyce Financial Management
Indiana
$461K +$517K +806 New
BFA
4224
Benedict Financial Advisors
Georgia
$461K -$109K -170 -17%
CWMS
4225
Cannon Wealth Management Services
North Carolina
$460K +$10.9K +17 +2%
167 168
169
170 171