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Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
1001
Dorsey & Whitney Trust
South Dakota
$3.81M +$218K +2,650 +7%
NFA
1002
Northern Financial Advisors
Michigan
$3.8M -$240K -2,920 -6%
PGFC
1003
Peapack-Gladstone Financial Corp
New Jersey
$3.8M +$83.1K +1,010 +2%
AP
1004
Americana Partners
Texas
$3.78M +$144K +1,750 +4%
ATC
1005
Argent Trust Co
Tennessee
$3.77M +$666K +8,090 +24%
MAM
1006
Martingale Asset Management
Massachusetts
$3.76M -$182K -2,210 -5%
GBT
1007
Grove Bank & Trust
Florida
$3.76M +$175K +2,130 +5%
SWP
1008
Sagespring Wealth Partners
Tennessee
$3.75M +$3.46M +42,040 New
EBWM
1009
Eagle Bluffs Wealth Management
Missouri
$3.74M -$523K -6,360 -13%
PSP
1010
Principal Street Partners
Tennessee
$3.72M – – –
OHIS
1011
Oak Harvest Investment Services
Texas
$3.71M -$268K -3,250 -7%
LFA
1012
Legacy Financial Advisors
Kentucky
$3.7M -$83.1K -1,010 -2%
RBFC
1013
Roman Butler Fullerton & Co
Missouri
$3.7M +$2.28M +27,750 +270%
EW
1014
Evoke Wealth
California
$3.69M +$37.9K +460 +1%
FIA
1015
Foundations Investment Advisors
Arizona
$3.68M +$551K +6,700 +19%
AAIM
1016
Asset Advisors Investment Management
Georgia
$3.67M +$3.39M +41,180 New
HAS
1017
HBW Advisory Services
California
$3.67M +$397K +4,820 +13%
YDMI
1018
Y.D. More Investments
Israel
$3.66M -$56K -680 -2%
TFS
1019
Thoroughbred Financial Services
Tennessee
$3.66M +$1.83M +22,230 +118%
SA
1020
Strategic Advocates
Utah
$3.64M +$420K +5,100 +14%
AGWCA
1021
Annis Gardner Whiting Capital Advisors
Florida
$3.64M -$123K -1,490 -4%
CGI
1022
Comgest Global Investors
France
$3.63M +$3.36M +40,780 New
CRWM
1023
Castle Rock Wealth Management
California
$3.63M -$319K -3,870 -10%
AA
1024
ALPS Advisors
Colorado
$3.62M -$386K -4,690 -10%
WT
1025
Whittier Trust
California
$3.61M +$37K +450 +1%
39 40
41
42 43