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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
776
Douglass Winthrop Advisors
New York
$909K – – –
TG
777
TCW Group
California
$908K +$16.1K +183 +2%
AWA
778
Aaron Wealth Advisors
Illinois
$907K +$64.8K +736 +8%
MSA
779
Marino Stram & Associates
Massachusetts
$900K +$20.6K +234 +2%
PPWM
780
Perissos Private Wealth Management
Oklahoma
$898K +$3.96K +45 +0.4%
CA
781
Carson Advisory
Georgia
$893K +$115K +1,300 +14%
OFG
782
OmniStar Financial Group
North Carolina
$891K +$172K +1,950 +24%
SWM
783
Stockman Wealth Management
Montana
$890K – – –
CMI
784
Clare Market Investments
Texas
$887K -$26.4K -300 -3%
NAMNJ
785
NorthStar Asset Management (New Jersey)
New Jersey
$880K +$1.32K +15 +0.1%
AA
786
Advisory Alpha
Michigan
$878K +$194K +2,197 +28%
CFB
787
Cullen/Frost Bankers
Texas
$876K -$19.9K -226 -2%
CA
788
Callahan Advisors
Texas
$875K +$88 +1 +0%
CAG
789
Crestwood Advisors Group
Massachusetts
$873K +$17.9K +203 +2%
GCM
790
Gibraltar Capital Management
Oklahoma
$872K +$5.2K +59 +0.6%
PFS
791
Prospera Financial Services
Texas
$868K -$86.5K -982 -9%
ZI
792
ZEGA Investments
Florida
$862K +$1.15K +13 +0.1%
RFN
793
RDA Financial Network
Iowa
$861K +$529 +6 +0.1%
RIM
794
Redwood Investment Management
Arizona
$854K +$26.1K +296 +3%
ACL
795
Applied Capital LLC
Florida
$848K +$98.1K +1,114 +13%
BWP
796
Balboa Wealth Partners
Arizona
$847K +$2.38K +27 +0.3%
HS
797
Hazelview Securities
Ontario, Canada
$847K +$849K +9,641 New
OWIM
798
Old West Investment Management
California
$847K +$858K +9,737 New
SIP
799
Stoneridge Investment Partners
Pennsylvania
$840K – – –
PCA
800
Purkiss Capital Advisors
Connecticut
$835K -$18.2K -207 -2%
30 31
32
33 34