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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1551
Canopy Partners
Ohio
$388K +$2.32K +25 +0.5%
CT
1552
Chicago Trust
Illinois
$388K -$38.3K -412 -7%
IFS
1553
Intelligent Financial Strategies
Minnesota
$388K -$215K -2,317 -31%
VL
1554
Vima LLC
Michigan
$388K -$12.6K -136 -3%
DLA
1555
Douglas Lane & Associates
New York
$387K +$38.5K +414 +9%
BBNB
1556
Baker Boyer National Bank
Washington
$387K – – –
LFG
1557
Larson Financial Group
Missouri
$387K -$30.6K -329 -6%
AL
1558
Aspiriant LLC
California
$387K -$69.3K -746 -13%
CAM
1559
Cidel Asset Management
Ontario, Canada
$386K +$43.2K +465 +10%
AWM
1560
Aviso Wealth Management
Washington
$385K +$170K +1,825 +56%
BCP
1561
Berkeley Capital Partners
Georgia
$383K +$13.8K +149 +3%
NDSI
1562
Newman Dignan & Sheerar Inc
Rhode Island
$383K -$60.3K -649 -11%
AFG
1563
Albion Financial Group
Utah
$383K -$13.7K -147 -3%
DFA
1564
Davies Financial Advisors
California
$381K -$83.4K -897 -15%
KLCM
1565
KG&L Capital Management
Louisiana
$381K +$121K +1,302 +35%
NP
1566
Ninepoint Partners
Ontario, Canada
$380K – – –
ZIC
1567
ZWJ Investment Counsel
Georgia
$380K +$5.11K +55 +1%
IAIM
1568
International Assets Investment Management
Florida
$380K +$14.4K +155 +3%
SIC
1569
Sterling Investment Counsel
New York
$380K -$11.6K -125 -2%
NI
1570
NCP Inc
California
$379K +$93 +1 +0%
FBFS
1571
First Business Financial Services
Wisconsin
$378K -$65.1K -700 -12%
MC
1572
Miramar Capital
Illinois
$378K -$7.9K -85 -2%
BSHC
1573
Breed's Hill Capital
Massachusetts
$377K – – –
RS
1574
Rakuten Securities
Japan
$377K +$110K +1,183 +31%
USGIU
1575
U.S. Global Investors (USGI)
Texas
$377K +$465K +5,000 New
61 62
63
64 65