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Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1701
Walter & Keenan Wealth Management
Indiana
$485K – – –
CBFP
1702
Cedar Brook Financial Partners
Ohio
$485K +$22.6K +161 +5%
BHBT
1703
Burke & Herbert Bank & Trust
Virginia
$484K – – –
SCA
1704
St. Clair Advisors
Ohio
$484K -$7.03K -50 -1%
MSU
1705
Mizuho Securities USA
New York
$482K -$1.23M -8,778 -71%
CAG
1706
Csenge Advisory Group
Florida
$482K +$210K +1,497 +72%
TNBTD
1707
Trustmark National Bank Trust Department
Mississippi
$478K -$82.8K -589 -14%
SFP
1708
Sweet Financial Partners
Minnesota
$477K +$498K +3,547 New
CC
1709
Cannell & Co
New York
$476K – – –
KP
1710
Keel Point
Alabama
$476K +$17.1K +122 +4%
MSR
1711
Main Street Research
Connecticut
$475K -$58.9K -419 -11%
WA
1712
Waddell & Associates
Tennessee
$475K -$28.1K -200 -5%
AIS
1713
American Investment Services
Massachusetts
$475K – – –
AIM
1714
Anchor Investment Management
South Carolina
$475K +$21.1K +150 +4%
AF
1715
Allworth Financial
California
$474K +$330K +2,348 +200%
FOA
1716
Five Oceans Advisors
California
$473K -$17.3K -123 -3%
LOAMU
1717
Lombard Odier Asset Management (USA)
New York
$471K -$22.5K -160 -4%
FG
1718
Foster Group
Iowa
$471K +$4.36K +31 +0.9%
SC
1719
Sonen Capital
California
$469K -$126K -900 -21%
BAM
1720
Bellevue Asset Management
Washington
$469K +$9.41K +67 +2%
SLWA
1721
San Luis Wealth Advisors
California
$469K +$395K +2,814 New
BSI
1722
Bennett Selby Investments
Maine
$467K +$487K +3,469 New
PHAM
1723
Palisades Hudson Asset Management
Florida
$466K – – –
JGC
1724
J. Goldman & Co
New York
$466K +$487K +3,463 New
PMFA
1725
Plante Moran Financial Advisors
Michigan
$465K -$12.1K -86 -2%
67 68
69
70 71