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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1251
Smithfield Trust
Pennsylvania
$335K – – –
MA
1252
MANA Advisors
New York
$334K +$325K +5,188 New
IIA
1253
IPG Investment Advisors
California
$333K -$76.7K -1,226 -19%
TIA
1254
Tiemann Investment Advisors
California
$332K +$11K +175 +4%
HIMC
1255
Heritage Investors Management Corp
Maryland
$330K +$52K +830 +19%
SC
1256
SouthState Corp
Florida
$329K -$57.4K -917 -15%
NERM
1257
New England Research & Management
Illinois
$328K -$1M -16,000 -76%
FNBOO
1258
First National Bank of Omaha
Nebraska
$324K -$7.63M -121,879 -96%
CHA
1259
Cooper/Haims Advisors
New York
$323K – – –
HFA
1260
High Falls Advisors
New York
$322K +$63 +1 +0%
FWP
1261
FAS Wealth Partners
Kansas
$321K +$188 +3 +0.1%
ZIG
1262
Zuckerman Investment Group
Illinois
$319K -$20.7K -330 -6%
AL
1263
Aspiriant LLC
California
$319K +$44.1K +705 +17%
PWM
1264
Perigon Wealth Management
California
$316K +$295K +4,716 New
AC
1265
Abbrea Capital
California
$315K -$4.38K -70 -1%
CAG
1266
Crestwood Advisors Group
Massachusetts
$311K – – –
MC
1267
Matisse Capital
Oregon
$311K – – –
FPCP
1268
Fort Point Capital Partners
California
$307K -$78.2K -1,250 -21%
WWM
1269
Windsor Wealth Management
Indiana
$306K +$297K +4,745 New
SSWM
1270
Smith Salley Wealth Management
North Carolina
$303K +$4.51K +72 +2%
PB
1271
Pinnacle Bancorp
Nebraska
$297K +$289K +4,617 New
FHC
1272
First Heartland Consultants
Missouri
$292K -$16.3K -261 -5%
MWC
1273
MBM Wealth Consultants
Missouri
$292K +$283K +4,527 New
DWM
1274
Dakota Wealth Management
Florida
$291K -$109K -1,744 -28%
FBT
1275
First Bank & Trust
South Dakota
$291K +$3.82K +61 +1%
49 50
51
52 53