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Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
1551
P.J. Schmidt Investment Management (PJS)
Wisconsin
$497K -$78.5K -800 -13%
FMLI
1552
Fukoku Mutual Life Insurance
Japan
$497K – – –
VWA
1553
Visionary Wealth Advisors
Illinois
$496K -$77.2K -787 -13%
CM
1554
Columbus Macro
Pennsylvania
$495K -$10.3K -105 -2%
AGAM
1555
Audent Global Asset Management
California
$493K -$8.24K -84 -2%
NHC
1556
Nicholas Hoffman & Company
Georgia
$491K +$15.9K +162 +3%
AL
1557
Aspiriant LLC
California
$491K +$63.2K +644 +14%
EWA
1558
Exencial Wealth Advisors
Oklahoma
$490K -$120K -1,219 -18%
CPC
1559
Cookson Peirce & Co
Pennsylvania
$489K -$522K -5,323 -50%
SMH
1560
Sanders Morris Harris
Texas
$489K – – –
TC
1561
Trust Company
Kansas
$489K +$119K +1,216 +29%
FTWA
1562
Fifth Third Wealth Advisors
Ohio
$488K +$150K +1,532 +40%
WA
1563
Waverly Advisors
Alabama
$488K +$71.3K +726 +16%
PB
1564
Pinnacle Bancorp
Nebraska
$488K -$982 -10 -0.2%
QI
1565
Qtron Investments
Massachusetts
$484K -$763K -7,776 -59%
SMC
1566
Smith, Moore & Co
Missouri
$484K -$29.1K -296 -5%
MIC
1567
Meridian Investment Counsel
California
$484K – – –
CBT
1568
CoreFirst Bank & Trust
Kansas
$483K -$20.8K -212 -4%
HGWM
1569
Horst & Graben Wealth Management
Oregon
$480K +$13.4K +137 +3%
CWM
1570
Cornerstone Wealth Management
Missouri
$479K +$5.99K +61 +1%
AWS
1571
Aspen Wealth Strategies
Colorado
$479K -$3.44K -35 -0.7%
TIA
1572
Tiemann Investment Advisors
California
$479K -$22.1K -225 -4%
CAMV
1573
Concord Asset Management (Virginia)
Virginia
$478K +$514K +5,236 New
CWS
1574
Cypress Wealth Services
California
$477K +$9.52K +97 +2%
FIM
1575
Freedom Investment Management
Connecticut
$476K -$94.4K -962 -16%
61 62
63
64 65