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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1526
AIMZ Investment Advisors
California
$561K – – –
ST
1527
Spinnaker Trust
Maine
$560K +$41.5K +400 +8%
I
1528
InceptionR
California
$560K +$83.4K +804 +17%
CFG
1529
Cooper Financial Group
California
$559K +$14K +135 +2%
DJSG
1530
D.J. St. Germain
Massachusetts
$558K +$584K +5,630 New
HPM
1531
Hudson Portfolio Management
New York
$557K – – –
AF
1532
Aldebaran Financial
$557K -$292K -2,811 -33%
BA
1533
Ballast Advisors
Minnesota
$557K -$9.96K -96 -2%
CP
1534
Covenant Partners
Tennessee
$555K +$4.36K +42 +0.8%
AWCI
1535
Alpine Woods Capital Investors
New York
$555K +$581K +5,600 New
SMC
1536
Smith, Moore & Co
Missouri
$554K +$96.5K +930 +19%
HCM
1537
Hall Capital Management
Rhode Island
$554K -$7.78K -75 -1%
CM
1538
Columbus Macro
Pennsylvania
$551K +$201K +1,938 +54%
PWPS
1539
Pinnacle Wealth Planning Services
Ohio
$550K -$35.1K -338 -6%
PFBT
1540
Parkside Financial Bank & Trust
Missouri
$547K -$25.1K -242 -4%
CBT
1541
CoreFirst Bank & Trust
Kansas
$545K -$47.1K -454 -8%
FPWM
1542
FSB Premier Wealth Management
Iowa
$545K +$24.6K +237 +5%
AW
1543
Alaethes Wealth
Nevada
$545K – – –
AGAM
1544
Audent Global Asset Management
California
$544K +$309K +2,978 +119%
FBB
1545
Fulton Breakefield Broenniman
Maryland
$543K -$1.56K -15 -0.3%
TIA
1546
Tiemann Investment Advisors
California
$542K +$21.3K +205 +4%
VCM
1547
Virtue Capital Management
Tennessee
$541K +$1.87K +18 +0.3%
PA
1548
Prossimo Advisors
California
$539K +$565K +5,441 New
FMLI
1549
Fukoku Mutual Life Insurance
Japan
$539K – – –
TC
1550
Tacita Capital
Ontario, Canada
$538K – – –
60 61
62
63 64