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Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
1201
Dorsey & Whitney Trust
South Dakota
$567K -$99.2K -1,522 -15%
CFO
1202
Custos Family Office
Texas
$567K +$3.32K +51 +0.6%
VBCG
1203
Valley Brook Capital Group
Pennsylvania
$566K – – –
CAMG
1204
CWA Asset Management Group
Florida
$566K -$125K -1,918 -18%
ITIM
1205
Indiana Trust & Investment Management
Indiana
$565K – – –
DAS
1206
Dynamic Advisor Solutions
Arizona
$565K -$497K -7,630 -46%
CD
1207
Chapin Davis
Maryland
$564K +$51.3K +787 +10%
TWM
1208
Topsail Wealth Management
North Carolina
$564K -$1.24K -19 -0.2%
SOAM
1209
SBI Okasan Asset Management
Japan
$563K +$600K +9,200 New
PHS
1210
Pekin Hardy Strauss
Illinois
$563K -$135K -2,071 -19%
AAB
1211
ABN AMRO Bank
Netherlands
$561K -$336K -5,162 -37%
PH
1212
Pinnacle Holdings
Oklahoma
$556K -$8.15K -125 -1%
CT
1213
Caldwell Trust
Florida
$553K +$219K +3,359 +63%
TCM
1214
Twin Capital Management
Pennsylvania
$552K – – –
CIS
1215
Connors Investor Services
Pennsylvania
$552K +$141K +2,160 +33%
LS
1216
Livforsakringsbolaget Skandia
Sweden
$551K – – –
CP
1217
Camelot Portfolios
Ohio
$550K -$31.5K -483 -5%
NSUP
1218
NLB Skladi upravljanje premozenja
$548K +$560K +8,597 New
CI
1219
CX Institutional
Indiana
$547K -$5.06M -77,565 -90%
AIIMS
1220
Analyst IMS Investment Management Services
Israel
$544K -$192K -2,950 -26%
PA
1221
PFW Advisors
Georgia
$542K -$405K -6,208 -42%
PPW
1222
Presilium Private Wealth
Pennsylvania
$541K -$30.1K -462 -5%
ALAM
1223
Asahi Life Asset Management
Japan
$541K -$46.3K -711 -8%
SAM
1224
Stansberry Asset Management
Texas
$536K – – –
AGWCA
1225
Annis Gardner Whiting Capital Advisors
Florida
$536K +$4.17K +64 +0.8%
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49
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