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Name Holding Trade Value Shares
Change 		Change in
Stake
OPPTF
2526
OPSEU Pension Plan Trust Fund
Ontario, Canada
$501K -$17.1K -73 -3%
DTC
2527
Davidson Trust Company
Washington
$501K +$5.16K +22 +1%
TCM
2528
Tandem Capital Management
New Jersey
$501K +$14.1K +60 +3%
WA
2529
Wealth Architects
California
$500K -$4.92K -21 -0.9%
EWA
2530
ERTS Wealth Advisors
Michigan
$493K -$53.9K -230 -9%
MHR
2531
Matthew Hamilton Rosenberg
$493K +$150K +639 +41%
CC
2532
Claybrook Capital
Massachusetts
$492K -$2.86M -12,182 -85%
DI
2533
DFPG Investments
Utah
$492K +$103K +440 +25%
ABTD
2534
Arvest Bank Trust Division
Oklahoma
$491K +$8.68K +37 +2%
UH
2535
Unigestion Holding
Switzerland
$490K -$316K -1,348 -38%
PC
2536
Permanens Capital
New York
$490K -$140K -595 -21%
RW
2537
Rede Wealth
Virginia
$489K – – –
CAM
2538
Campion Asset Management
Virginia
$488K – – –
BFC
2539
Bedel Financial Consulting
Indiana
$486K – – –
NVIM
2540
New Vernon Investment Management
Illinois
$486K – – –
WCAMG
2541
Woodard & Company Asset Management Group
North Carolina
$486K +$70.6K +301 +16%
BFS
2542
Bickling Financial Services
Massachusetts
$486K +$94.3K +402 +23%
FSC
2543
Full Sail Capital
Oklahoma
$485K -$4.55M -19,385 -86%
CG
2544
Corundum Group
Colorado
$485K -$19K -81 -4%
OFW
2545
Omnia Family Wealth
Florida
$484K -$5.16K -22 -1%
CFSG
2546
Clark Financial Services Group
Missouri
$484K +$8.68K +37 +2%
MIG
2547
McGuire Investment Group
Rhode Island
$483K – – –
TWP
2548
Tempus Wealth Planning
California
$482K +$79.7K +340 +19%
SEC
2549
Seven Eight Capital
New York
$479K -$985K -4,200 -66%
CCFM
2550
Clear Creek Financial Management
Washington
$477K -$16.2K -69 -3%
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102
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