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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
1051
Douglass Winthrop Advisors
New York
$1.32M +$325K +2,760 +28%
SIP
1052
Stoneridge Investment Partners
Pennsylvania
$1.32M +$757K +6,432 +104%
DM
1053
Diversified Management
Wisconsin
$1.32M +$9.18K +78 +0.6%
MHS
1054
M Holdings Securities
Oregon
$1.31M +$1.67M +14,205 New
ZBNA
1055
Zions Bancorporation, National Association
Utah
$1.31M -$268K -2,282 -15%
CA
1056
Callahan Advisors
Texas
$1.31M -$814K -6,920 -36%
KFBMI
1057
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.31M – – –
EPIMS
1058
Evelyn Partners Investment Management Services
$1.31M +$260K +2,206 +21%
AWA
1059
Aaron Wealth Advisors
Illinois
$1.31M +$577K +4,905 +65%
BCM
1060
Brooktree Capital Management
Michigan
$1.3M +$1.47M +12,481 New
GVAG
1061
Great Valley Advisor Group
Delaware
$1.3M -$796K -6,763 -35%
SDP
1062
Sentinel Dome Partners
California
$1.3M -$212K -1,800 -13%
SC
1063
Syon Capital
California
$1.3M +$307K +2,613 +27%
MNBTD
1064
Moody National Bank Trust Division
Texas
$1.3M +$181K +1,538 +14%
DCA
1065
DSG Capital Advisors
Minnesota
$1.3M -$975K -8,290 -40%
SP
1066
Stablepoint Partners
Massachusetts
$1.3M +$544K +4,622 +59%
MGIA
1067
Moneta Group Investment Advisors
Missouri
$1.29M +$85.2K +724 +6%
SWP
1068
Sagespring Wealth Partners
Tennessee
$1.29M +$330K +2,802 +29%
LMIM
1069
Lockheed Martin Investment Management
Maryland
$1.29M +$450K +3,827 +45%
APP
1070
Avantax Planning Partners
Iowa
$1.29M +$477K +4,053 +49%
WSFS
1071
Wilmington Savings Fund Society
Delaware
$1.28M -$508K -4,321 -26%
TFS
1072
Thoroughbred Financial Services
Tennessee
$1.27M +$36.1K +307 +3%
WWM
1073
Waterway Wealth Management
Texas
$1.27M +$1.43M +12,191 New
CGIM
1074
Capital Group Investment Management
Singapore
$1.27M -$1.82M -15,449 -56%
RFN
1075
RDA Financial Network
Iowa
$1.27M +$202K +1,715 +16%
41 42
43
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