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Name Holding Trade Value Shares
Change 		Change in
Stake
CMI
1501
Clare Market Investments
Texas
$685K +$286K +2,060 +66%
HA
1502
Hamel Associates
New Jersey
$685K -$37.5K -270 -5%
BCP
1503
Berkeley Capital Partners
Georgia
$685K +$3.75K +27 +0.5%
VFA
1504
Voya Financial Advisors
Connecticut
$679K +$29.3K +211 +4%
SHWM
1505
Silicon Hills Wealth Management
Texas
$678K – – –
AL
1506
Aspiriant LLC
California
$674K -$24.2K -174 -3%
AWE
1507
Avidian Wealth Enterprises
Texas
$674K +$17.8K +128 +3%
PIM
1508
Perpetual Investment Management
Australia
$673K +$62.6K +450 +10%
NSIM
1509
North Star Investment Management
Illinois
$672K +$89.7K +645 +15%
GAM
1510
Geier Asset Management
Maryland
$671K +$3.48K +25 +0.5%
WPW
1511
Waldron Private Wealth
Pennsylvania
$670K +$20.7K +149 +3%
MW
1512
MBL Wealth
North Carolina
$667K +$63.4K +456 +10%
PAS
1513
Professional Advisory Services
Florida
$664K – – –
HI
1514
HBK Investments
Texas
$663K +$693K +4,986 New
BWA
1515
Burt Wealth Advisors
Maryland
$662K – – –
FNBOH
1516
First National Bank of Hutchinson
Kansas
$661K -$203K -1,457 -23%
MYIA
1517
Mount Yale Investment Advisors
Colorado
$658K +$688K +4,951 New
FHA
1518
First Horizon Advisors
Tennessee
$655K +$201K +1,447 +42%
DA
1519
DCM Advisors
New York
$654K -$1.57M -11,325 -70%
AIC
1520
Ameritas Investment Company
Nebraska
$651K +$146K +1,052 +27%
MIM
1521
Miller Investment Management
Pennsylvania
$650K – – –
MCWS
1522
McKinley Carter Wealth Services
West Virginia
$648K +$13.9K +100 +2%
DFA
1523
DHJJ Financial Advisors
Illinois
$646K -$60.8K -437 -8%
BIAS
1524
Beacon Investment Advisory Services
New Jersey
$645K -$41K -295 -6%
SFS
1525
Summit Financial Strategies
Ohio
$641K – – –
59 60
61
62 63