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Name Holding Trade Value Shares
Change 		Change in
Stake
CMANY
1651
Capital Management Associates (New York)
New York
$435K +$7.95K +60 +2%
SWM
1652
Stockman Wealth Management
Montana
$435K +$85.5K +645 +27%
PCM
1653
Prelude Capital Management
New York
$435K +$407K +3,073 New
MSFS
1654
Main Street Financial Solutions
Pennsylvania
$435K +$407K +3,075 New
FNT
1655
First Nebraska Trust
Nebraska
$434K – – –
TSW
1656
Thompson Siegel & Walmsley
Virginia
$433K – – –
HHGA
1657
Halbert Hargrove Global Advisors
California
$433K +$110K +834 +37%
WC
1658
Woodstock Corp
Massachusetts
$432K +$405K +3,054 New
SWA
1659
SFMG Wealth Advisors
Texas
$431K -$40.8K -308 -9%
BAS
1660
Brown Advisory Securities
Maryland
$431K -$132 -1 -0%
IF
1661
Intrua Financial
Texas
$431K – – –
QT
1662
Quantamental Technologies
New York
$431K +$404K +3,047 New
MWA
1663
Martel Wealth Advisors
Washington
$430K -$4.64K -35 -1%
DBT
1664
Dubuque Bank & Trust
Iowa
$430K +$40.4K +305 +11%
BWCS
1665
Beirne Wealth Consulting Services
Connecticut
$429K +$1.99K +15 +0.5%
DIM
1666
Delta Investment Management
California
$428K – – –
TW
1667
Transform Wealth
Colorado
$428K – – –
RFN
1668
RDA Financial Network
Iowa
$427K +$62.4K +471 +18%
G
1669
GenTrust
Florida
$426K – – –
IFG
1670
Investors Financial Group
Minnesota
$426K +$39K +294 +11%
LAIC
1671
Lederer & Associates Investment Counsel
California
$425K +$4.77K +36 +1%
JSL
1672
JT Stratford LLC
Georgia
$425K +$19.7K +149 +5%
HWA
1673
HHM Wealth Advisors
Tennessee
$425K +$24.9K +188 +7%
IIM
1674
Intact Investment Management
Quebec, Canada
$424K – – –
CF
1675
Copperwynd Financial
Arizona
$420K -$530 -4 -0.1%
65 66
67
68 69