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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1551
Integrity Alliance
Iowa
$2.05M -$536K -4,390 -20%
SI
1552
Sava Infond
Slovenia
$2.05M +$262K +2,150 +14%
NAS
1553
Nicolet Advisory Services
Wisconsin
$2.05M +$45.2K +370 +2%
SA
1554
Sovran Advisors
California
$2.04M +$228K +1,870 +11%
RPCONE
1555
Retirement Planning Company of New England
Rhode Island
$2.04M -$1.22K -10 -0.1%
SACTSONJ
1556
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.04M -$732K -6,000 -26%
DWM
1557
Destination Wealth Management
California
$2.03M +$350K +2,870 +20%
IA
1558
IAM Advisory
Pennsylvania
$2.03M -$1.22K -10 -0.1%
OL
1559
Optas LLC
Texas
$2.03M +$51.3K +420 +3%
RH
1560
RFG Holdings
Texas
$2.02M +$303K +2,480 +17%
ESB
1561
Essex Savings Bank
Connecticut
$2.02M -$129K -1,060 -6%
RCM
1562
Riverpark Capital Management
New York
$2.02M -$234K -1,920 -10%
FPW
1563
Fairvoy Private Wealth
Alabama
$2.01M +$178K +1,460 +10%
KBFS
1564
Kohmann Bosshard Financial Services
Ohio
$2.01M +$1.17M +9,590 +134%
PP
1565
Patron Partners
Texas
$2M +$214K +1,750 +12%
NI
1566
Natural Investments
California
$2M +$11K +90 +0.5%
AIM
1567
Avity Investment Management
Connecticut
$1.99M +$1.22K +10 +0.1%
NERM
1568
New England Research & Management
Illinois
$1.99M +$366K +3,000 +22%
AP
1569
Advisors Preferred
Maryland
$1.99M – – –
OWCM
1570
One Wealth Capital Management
Arizona
$1.99M -$133K -1,090 -6%
LAM
1571
Lifestyle Asset Management
Texas
$1.98M +$239K +1,960 +13%
LSPW
1572
Lake Street Private Wealth
Illinois
$1.98M +$72K +590 +4%
FNT
1573
First National Trust
Pennsylvania
$1.98M +$92.8K +760 +5%
HA
1574
Harfst & Associates
Wyoming
$1.98M +$23.2K +190 +1%
AHC
1575
Adell Harriman & Carpenter
Texas
$1.97M +$51.3K +420 +3%
61 62
63
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