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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1526
Carret Asset Management
New York
$686K -$6.2K -110 -1%
PL
1527
Plancorp LLC
Missouri
$684K +$93K +1,650 +17%
TFIPS
1528
Towarzystwo Funduszy Inwestycyjnych PZU SA
$683K – – –
WWP
1529
WR Wealth Planners
Missouri
$683K +$16.4K +290 +3%
MA
1530
MCF Advisors
Kentucky
$683K +$1.13K +20 +0.2%
DLHL
1531
Donald L. Hagan LLC
Florida
$681K -$2.25K -40 -0.4%
AT
1532
Arvest Trust
Oklahoma
$678K +$630K +11,170 New
CCM
1533
Consolidated Capital Management
California
$677K +$14.1K +250 +2%
NCM
1534
Neumann Capital Management
California
$676K – – –
SGI
1535
Summit Global Investments
Utah
$674K -$537K -9,520 -46%
AWM
1536
Accurate Wealth Management
Florida
$669K +$153K +2,710 +29%
EWS
1537
Evergreen Wealth Solutions
Pennsylvania
$669K -$259K -4,600 -29%
OTL
1538
Oak Thistle LLC
New York
$669K +$621K +11,010 New
IBOK
1539
Independence Bank of Kentucky
Kentucky
$665K +$19.7K +350 +3%
MSG
1540
Main Street Group
Virginia
$665K – – –
SFG
1541
Sovereign Financial Group
Connecticut
$661K +$153K +2,720 +33%
HTIM
1542
Harbour Trust & Investment Management
Indiana
$661K – – –
LGA
1543
Lebenthal Global Advisors
New York
$661K +$72.7K +1,290 +13%
BTI
1544
Blue Trust Inc
Georgia
$658K +$114K +2,020 +23%
BHB
1545
Bank Hapoalim BM
Israel
$658K +$19.2K +340 +3%
VAG
1546
VisionPoint Advisory Group
Texas
$657K +$109K +1,940 +22%
AT
1547
Arlington Trust
Alabama
$656K -$5.07K -90 -0.8%
WDC
1548
Woodward Diversified Capital
California
$656K +$27.6K +490 +5%
KCIC
1549
Kuhn & Co Investment Counsel
Illinois
$655K +$1.69K +30 +0.3%
JWM
1550
Jeppson Wealth Management
California
$653K -$5.07K -90 -0.8%
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