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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
901
Saxon Interests
Texas
$482K – – –
CIG
902
Cascade Investment Group
Colorado
$479K -$23.1K -266 -5%
HGERS
903
Householder Group Estate & Retirement Specialist
Arizona
$479K +$10.3K +118 +2%
KP
904
Keel Point
Alabama
$478K +$49.8K +572 +12%
BTI
905
Blue Trust Inc
Georgia
$476K +$295K +3,391 +139%
SPL
906
Smart Portfolios LLC
Washington
$475K -$4.79K -55 -1%
TWP
907
Tower Wealth Partners
Pennsylvania
$475K +$3.31K +38 +0.7%
FFM
908
Forum Financial Management
Illinois
$472K -$9.14K -105 -2%
PFBT
909
Parkside Financial Bank & Trust
Missouri
$471K -$11.6K -133 -3%
TH
910
TCTC Holdings
Texas
$459K – – –
PGF
911
Plan Group Financial
Oklahoma
$458K +$169K +1,938 +63%
ET
912
Equitable Trust
Tennessee
$458K +$437K +5,021 New
BFM
913
Boston Financial Management
Massachusetts
$456K – – –
GIM
914
Grassi Investment Management
California
$456K -$34.8K -400 -7%
PL
915
Perpetual Ltd
Australia
$456K – – –
CAM
916
Concorde Asset Management
Michigan
$455K -$2.44K -28 -0.6%
MYLI
917
Meiji Yasuda Life Insurance
Japan
$452K +$431K +4,955 New
MG
918
Mather Group
Illinois
$447K -$574K -6,593 -57%
FWM
919
Fairhaven Wealth Management
Illinois
$445K – – –
LSIA
920
LaSalle St. Investment Advisors
Illinois
$445K +$12.8K +147 +3%
SFC
921
Strategic Financial Concepts
Texas
$440K -$34.8M -400,334 -99%
HW
922
Hancock Whitney
Mississippi
$439K -$87 -1 -0%
PSC
923
Portman Square Capital
United Kingdom
$437K -$1.9M -21,872 -82%
DDC
924
DF Dent & Co
Maryland
$437K -$70.5K -810 -14%
WMA
925
Wealth Management Associates
New Jersey
$436K -$13.1K -150 -3%
35 36
37
38 39