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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1776
SP Asset Management
California
$875K – – –
BIM
1777
Baldwin Investment Management
Pennsylvania
$875K +$14.5K +55 +2%
CCFCSB
1778
Cape Cod Five Cents Savings Bank
Massachusetts
$874K -$52.8K -200 -6%
AWS
1779
Arkfeld Wealth Strategies
Nebraska
$874K – – –
HWA
1780
HCR Wealth Advisors
California
$874K +$42.5K +161 +6%
NEWAS
1781
N.E.W. Advisory Services
Wisconsin
$874K +$52.3K +198 +7%
CPO
1782
Cerity Partners OCIO
New York
$872K +$184K +697 +30%
NPA
1783
Nichols & Pratt Advisers
Massachusetts
$867K – – –
IIM
1784
Ironwood Investment Management
Massachusetts
$865K +$23.8K +90 +3%
SVWAG
1785
Sound View Wealth Advisors Group
Georgia
$865K +$187K +709 +31%
BFG
1786
Beacon Financial Group
Texas
$864K -$156K -590 -17%
BFPW
1787
BOK Financial Private Wealth
Colorado
$860K +$269K +1,018 +53%
NB
1788
Nicolet Bankshares
Wisconsin
$856K -$21.1K -80 -3%
SOW
1789
State of Wyoming
Wyoming
$853K -$98.8K -374 -11%
ACM
1790
Allred Capital Management
Texas
$852K -$58.1K -220 -7%
CAGAS
1791
Capital Advisory Group Advisory Services
Minnesota
$848K +$87.2K +330 +13%
PMG
1792
ProVise Management Group
Florida
$848K +$320K +1,213 +71%
CCA
1793
Childress Capital Advisors
Texas
$842K +$108K +410 +17%
WC
1794
Woodstock Corp
Massachusetts
$840K -$10K -38 -1%
AIM
1795
Acropolis Investment Management
Missouri
$840K -$4.75K -18 -0.6%
MIG
1796
McGuire Investment Group
Rhode Island
$840K +$35.7K +135 +5%
PWA
1797
Physician Wealth Advisors
Utah
$840K +$96.9K +367 +15%
GDP
1798
Great Diamond Partners
Maine
$838K +$34.1K +129 +5%
TNA
1799
True North Advisors
Texas
$837K +$23.5K +89 +3%
BFO
1800
Biltmore Family Office
North Carolina
$836K +$11.4K +43 +2%
70 71
72
73 74