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Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1701
Capital Advisors Ltd
Ohio
$383K +$15.8K +167 +5%
IIM
1702
Ipswich Investment Management
Massachusetts
$383K – – –
SIC
1703
Samalin Investment Counsel
New York
$382K -$8.68K -92 -2%
AAM
1704
Autus Asset Management
Arizona
$382K -$7.08K -75 -2%
WA
1705
Wambolt & Associates
Colorado
$382K +$20.6K +218 +6%
EGM
1706
Engineers Gate Manager
New York
$382K -$20K -212 -5%
QC
1707
Quent Capital
New York
$382K +$44.3K +469 +14%
IA
1708
Insight Advisors
Pennsylvania
$380K -$4.81K -51 -1%
RB
1709
Renasant Bank
Mississippi
$380K +$22.4K +237 +7%
OC
1710
Oakworth Capital
Alabama
$380K +$7.83K +83 +2%
APIM
1711
Agate Pass Investment Management
Washington
$379K -$17.6K -186 -5%
RWA
1712
River Wealth Advisors
Pennsylvania
$378K +$1.98K +21 +0.6%
BC
1713
Bridgefront Capital
Texas
$378K -$126K -1,337 -26%
SEP
1714
Southland Equity Partners
Missouri
$378K +$119K +1,261 +50%
LFA
1715
Lauterbach Financial Advisors
Texas
$377K -$29.9K -317 -8%
KFA
1716
Krane Funds Advisors
New York
$377K -$173K -1,828 -32%
SFP
1717
Sweet Financial Partners
Minnesota
$376K +$1.7K +18 +0.5%
PIA
1718
Pinion Investment Advisors
Kansas
$376K -$85K -901 -19%
CHA
1719
Cooper/Haims Advisors
New York
$376K – – –
LWM
1720
LJI Wealth Management
Indiana
$375K +$357K +3,783 New
WAOI
1721
Wealth Advisors of Iowa
Iowa
$375K – – –
CWC
1722
Carolinas Wealth Consulting
North Carolina
$371K +$144K +1,531 +69%
SAM
1723
SignalPoint Asset Management
Missouri
$371K -$3.59K -38 -1%
WH
1724
Willner & Heller
California
$369K +$9.34K +99 +3%
AFA
1725
American Financial Advisors
Georgia
$368K +$1.42K +15 +0.4%
67 68
69
70 71