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Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
801
Baldwin Investment Management
Pennsylvania
$4.38M +$384K +2,896 +10%
HIA
802
Harbor Investment Advisory
Maryland
$4.36M -$8.21K -62 -0.2%
PP
803
Pegasus Partners
Wisconsin
$4.36M +$72.7K +549 +2%
AAS
804
Avantax Advisory Services
Texas
$4.34M -$2.01M -15,169 -33%
GGI
805
GPM Growth Investors
Michigan
$4.31M -$71.3K -538 -2%
SNBOSD
806
Security National Bank of So Dak
Iowa
$4.3M +$2.92K +22 +0.1%
CTA
807
Carillon Tower Advisers
Florida
$4.26M +$3.99M +30,100 New
SLI
808
Sumitomo Life Insurance
Japan
$4.25M -$371K -2,803 -9%
PGIM
809
Pacific Global Investment Management
California
$4.24M -$56K -423 -1%
CM
810
Caption Management
Oklahoma
$4.24M +$3.97M +30,000 New
SNBOSCI
811
Security National Bank of Sioux City Iowa
Iowa
$4.24M -$107K -810 -3%
WANY
812
Wealthspire Advisors (New York)
New York
$4.24M +$1.71M +12,892 +76%
TAMH
813
Taikang Asset Management (HK)
Hong Kong
$4.21M +$426K +3,213 +12%
BUB
814
BBVA USA Bancshares
Texas
$4.16M -$18.9K -143 -0.5%
FMT
815
First Mercantile Trust
Tennessee
$4.15M +$253K +1,913 +7%
QI
816
QS Investors
New York
$4.14M -$58.4K -441 -1%
EWA
817
EP Wealth Advisors
California
$4.11M +$607K +4,580 +19%
FAM
818
Formidable Asset Management
Ohio
$4.11M -$2.38K -18 -0.1%
OAM
819
Oak Asset Management
California
$4.1M -$36.4K -275 -0.9%
SWA
820
SOA Wealth Advisors
New York
$4.07M +$3.79M +28,601 New
WR
821
WD Rutherford
Oregon
$4.07M +$3.81M +28,748 New
SWM
822
SVA Wealth Management
Wisconsin
$4.04M +$431K +3,256 +13%
CCG
823
Cypress Capital Group
Florida
$4.03M -$1.03M -7,781 -21%
KC
824
Knuff & Co
California
$4.03M – – –
HCA
825
Harbour Capital Advisors
Virginia
$4M +$1.06K +8 +0%
31 32
33
34 35