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Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
2576
BOK Financial Private Wealth
Colorado
$237K -$62.9K -360 -23%
GAM
2577
GEM Asset Management
Michigan
$237K +$209K +1,196 New
GSC
2578
G&S Capital
Colorado
$236K +$163K +934 New
OPA
2579
Old Port Advisors
Maine
$236K +$208K +1,191 New
AT
2580
Arden Trust
Delaware
$235K -$72.4K -414 -26%
TPWM
2581
Twelve Points Wealth Management
Massachusetts
$234K +$5.24K +30 +3%
TCM
2582
TD Capital Management
Tennessee
$234K – – –
OWP
2583
Obermeyer Wealth Partners
Colorado
$234K -$874 -5 -0.4%
MP
2584
McDonald Partners
Ohio
$234K +$206K +1,181 New
VI
2585
Versor Investments
New York
$233K -$665K -3,803 -76%
VC
2586
Vicus Capital
Pennsylvania
$233K +$206K +1,177 New
BBNA
2587
Bremer Bank National Association
Minnesota
$233K +$6.29K +36 +3%
CT
2588
Colonial Trust
South Carolina
$233K +$60.1K +344 +41%
STA
2589
Smith Thornton Advisors
Alabama
$233K +$205K +1,175 New
WF
2590
Whelan Financial
California
$232K -$14.5K -83 -7%
CC
2591
Copperleaf Capital
North Carolina
$232K -$15.7K -90 -7%
AF
2592
Aldebaran Financial
$231K -$5.24K -30 -3%
WLPWM
2593
Walled Lake Planning & Wealth Management
Illinois
$231K -$4.37K -25 -2%
FWM
2594
FFT Wealth Management
Pennsylvania
$231K +$5.07K +29 +3%
HA
2595
Hofer & Associates
California
$231K +$204K +1,166 New
CPA
2596
Clear Point Advisors
New York
$231K +$5.24K +30 +3%
MSWM
2597
Mowery & Schoenfeld Wealth Management
Illinois
$231K +$49.5K +283 +32%
KA
2598
Kooman & Associates
Pennsylvania
$230K +$203K +1,164 New
DIP
2599
DT Investment Partners
Pennsylvania
$230K – – –
BL
2600
Balentine LLC
Georgia
$230K -$3.96M -22,650 -95%
102 103
104
105 106