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Steel Dynamics
STLD

Name Holding Trade Value Shares
Change 		Change in
Stake
IPS
1001
Investors Portfolio Services
Washington
$918 – – –
PJC
1002
Phillip James Consulting
Minnesota
$918 – – –
QWM
1003
Quaker Wealth Management
New Jersey
$918 – – –
KPP
1004
Kings Path Partners
Texas
$918 +$937 +4 New
BIM
1005
Breakwater Investment Management
Washington
$689 +$703 +3 New
MWM
1006
Mosley Wealth Management
California
$688 +$703 +3 New
M
1007
MOTCO
Texas
$688 +$703 +3 New
IAS
1008
IMA Advisory Services
Colorado
$460 – – –
PMFA
1009
Plante Moran Financial Advisors
Michigan
$459 -$61.6K -263 -99%
HIA
1010
Harbor Investment Advisory
Maryland
$459 – – –
DCM
1011
Davis Capital Management
Florida
$459 +$234 +1 +100%
TFM
1012
TFC Financial Management
Massachusetts
$459 +$234 +1 +100%
RJA
1013
Ross\Johnson & Associates
Minnesota
$459 +$468 +2 New
SRCM
1014
Signature Resources Capital Management
California
$459 +$468 +2 New
SG
1015
Sankala Group
Colorado
$250 +$234 +1 New
HHGA
1016
Halbert Hargrove Global Advisors
California
$242 +$234 +1 New
ADL
1017
Asset Dedication LLC
California
$230 – – –
GIA
1018
GHP Investment Advisors
Colorado
$230 – – –
NL
1019
NorthAvenue LLC
Ohio
$230 – – –
AWM
1020
Abound Wealth Management
Tennessee
$230 +$234 +1 New
MCA
1021
Maryland Capital Advisors
Maryland
$230 +$234 +1 New
T
1022
Tidemark
California
$229 – – –
KFG
1023
Kingdom Financial Group
Arizona
$101 – – –
BCM
1024
Bornite Capital Management
New York
– -$63M -350,000 Closed
PTPFOECYE
1025
PBU - The Pension Fund of Early Childhood & Youth Educators
– -$29.5M -164,038 Closed
39 40
41
42 43