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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1576
Strategy Asset Managers
California
$12.8M -$647K -3,008 -5%
DACG
1577
Donor Advised Charitable Giving
California
$12.8M +$11.8M +54,821 +2,015%
TA
1578
TruWealth Advisors
Louisiana
$12.8M +$12.4M +57,535 New
BAM
1579
Boyar Asset Management
New York
$12.8M -$1.03M -4,771 -8%
NW
1580
NewEdge Wealth
Pennsylvania
$12.7M +$12.3M +57,214 New
PA
1581
Perennial Advisors
New York
$12.7M +$57K +265 +0.5%
WCM
1582
Wisconsin Capital Management
Wisconsin
$12.7M +$887K +4,125 +8%
RIM
1583
Regent Investment Management
Kentucky
$12.7M -$23.7K -110 -0.2%
OSNBOA
1584
Old Second National Bank of Aurora
Illinois
$12.7M -$251K -1,165 -2%
PS
1585
Pensionfund Sabic
Netherlands
$12.7M – – –
MWM
1586
Mattern Wealth Management
Kansas
$12.7M +$244K +1,134 +2%
VW
1587
Vantage Wealth
California
$12.7M +$97.6K +454 +0.8%
PIM
1588
Perpetual Investment Management
Australia
$12.7M +$12.3M +57,242 New
SBIA
1589
Sheaff Brock Investment Advisors
Indiana
$12.7M +$7.1K +33 +0.1%
CS
1590
Comerica Securities
Michigan
$12.7M +$390K +1,816 +3%
RIA
1591
RPG Investment Advisory
California
$12.6M +$118K +547 +1%
CAL
1592
Capital Analysts LLC
Pennsylvania
$12.6M -$1.49M -6,950 -11%
OPTFSNA
1593
Old Point Trust & Financial Services N A
Virginia
$12.6M -$309K -1,435 -2%
MAM
1594
Meeder Asset Management
Ohio
$12.6M -$54.4M -253,113 -82%
KCP
1595
KDI Capital Partners
North Carolina
$12.6M -$142K -660 -1%
NC
1596
NBW Capital
Massachusetts
$12.6M -$1.01M -4,681 -8%
S
1597
swisspartners
Liechtenstein
$12.5M +$12.3M +57,267 New
BEAM
1598
Baker Ellis Asset Management
Washington
$12.5M +$52.9K +246 +0.4%
FIB
1599
First Interstate Bank
Montana
$12.5M -$170K -791 -1%
IFWM
1600
Institute for Wealth Management
Colorado
$12.5M +$84.9K +395 +0.7%
62 63
64
65 66