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Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
501
North Star Investment Management
Illinois
$559K -$63.4K -985 -11%
PL
502
Parkwood LLC
Ohio
$559K -$21.9K -340 -4%
NRS
503
Neville Rodie & Shaw
New York
$559K – – –
CI
504
Conning Inc
Connecticut
$558K +$8.37K +130 +2%
FIM
505
Freedom Investment Management
Connecticut
$554K +$511K +7,939 New
TU
506
TDAM USA
Ontario, Canada
$552K +$5.28K +82 +1%
IRF
507
IBM Retirement Fund
New York
$550K -$41.3K -642 -8%
MAM
508
Mark Asset Management
New York
$550K – – –
MWM
509
Meridian Wealth Management
Kentucky
$550K +$1.29K +20 +0.3%
KRSITF
510
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$541K -$107K -1,659 -18%
NFG
511
Nations Financial Group
Iowa
$539K -$221K -3,433 -31%
VWA
512
V Wealth Advisors
Kansas
$539K +$35.1K +545 +8%
BAM
513
Belpointe Asset Management
Nevada
$525K +$484K +7,518 New
LS
514
Livforsakringsbolaget Skandia
Sweden
$520K +$109K +1,700 +30%
VCM
515
Virtue Capital Management
Tennessee
$513K -$823K -12,783 -63%
FWP
516
FAS Wealth Partners
Kansas
$511K +$1.67K +26 +0.4%
FNT
517
First Nebraska Trust
Nebraska
$509K – – –
BRWA
518
B. Riley Wealth Advisors
Florida
$503K -$9.53K -148 -2%
FCAG
519
First Capital Advisors Group
New Jersey
$503K – – –
LFG
520
LifePlan Financial Group
Ohio
$495K – – –
ABTD
521
Arvest Bank Trust Division
Oklahoma
$493K -$65.3K -1,014 -13%
QCIG
522
Quad-Cities Investment Group
Iowa
$492K +$7.28K +113 +2%
RA
523
RFG Advisory
Alabama
$488K +$450K +6,994 New
WT
524
Whittier Trust
California
$487K -$22.2K -345 -5%
WAAG
525
Wealth Alliance Advisory Group
Kansas
$474K +$45.1K +700 +11%
19 20
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