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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1801
Strategic Investment Advisors
Michigan
$836K +$291K +1,103 +62%
MSAM
1802
Moloney Securities Asset Management
Missouri
$833K +$41.5K +157 +6%
PCMC
1803
Paragon Capital Management (Colorado)
Colorado
$831K – – –
OC
1804
Oakworth Capital
Alabama
$828K -$291K -1,103 -28%
CC
1805
Callan Capital
California
$828K -$37.8K -143 -5%
CHJWM
1806
Carlton Hofferkamp & Jenks Wealth Management
Texas
$823K +$340K +1,289 +86%
TFCP
1807
Twin Focus Capital Partners
Massachusetts
$820K +$32.2K +122 +5%
AWS
1808
AJ Wealth Strategies
New York
$818K -$11.9K -45 -2%
CI
1809
CAZ Investments
Texas
$816K -$581K -2,200 -44%
HAIM
1810
Hunter Associates Investment Management
Pennsylvania
$816K -$6.08K -23 -0.8%
WKWM
1811
Walter & Keenan Wealth Management
Indiana
$816K – – –
DCM
1812
Donaldson Capital Management
Indiana
$815K +$71.1K +269 +11%
WSC
1813
Wellington Shields & Co
New York
$813K +$103K +390 +16%
NHC
1814
Nicholas Hoffman & Company
Georgia
$811K +$11.1K +42 +2%
CCWA
1815
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$811K +$735K +2,781 New
5L
1816
55I LLC
Massachusetts
$810K +$55.7K +211 +8%
QPWM
1817
Quadrant Private Wealth Management
Pennsylvania
$808K -$3.7K -14 -0.5%
PIG
1818
Pantheon Investment Group
California
$808K +$96.4K +365 +15%
SSCA
1819
South Shore Capital Advisors
Massachusetts
$807K -$1.36M -5,166 -65%
OWA
1820
One Wealth Advisors
California
$805K +$148K +561 +26%
IP
1821
Investment Partners
Ohio
$802K – – –
PWMG
1822
Prestige Wealth Management Group
New Jersey
$801K +$33.3K +126 +5%
MCM
1823
Marathon Capital Management
Maryland
$797K – – –
GWMIA
1824
Global Wealth Management Investment Advisory
Florida
$797K +$26.9K +102 +4%
FNBSF
1825
First National Bank Sioux Falls
South Dakota
$794K – – –
71 72
73
74 75