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Name Holding Trade Value Shares
Change 		Change in
Stake
1GI
1901
180 GPS Investments
$3.43M +$3.47M +10,035 New
SIC
1902
Sterling Investment Counsel
New York
$3.43M +$1.99M +5,750 +134%
GPA
1903
Garrison Point Advisors
California
$3.42M -$146K -421 -4%
TAS
1904
TIFF Advisory Services
Pennsylvania
$3.42M +$3.47M +10,022 New
REMPR
1905
Roof Eidam Maycock Peralta (REMP)
California
$3.42M -$82.7K -239 -2%
AWM
1906
Ameliora Wealth Management
Switzerland
$3.42M +$9.35K +27 +0.3%
MSFS
1907
Main Street Financial Solutions
Pennsylvania
$3.41M +$232K +669 +7%
LT
1908
Lindsell Train
United Kingdom
$3.41M – – –
CTC
1909
Cetera Trust Company
Minnesota
$3.41M – – –
WI
1910
Westbourne Investments
Virginia
$3.41M -$69.2K -200 -2%
NL
1911
NWAM LLC
Washington
$3.39M -$153K -443 -4%
KFG
1912
Kingdom Financial Group
Arizona
$3.39M +$372K +1,076 +12%
WAG
1913
Winthrop Advisory Group
Massachusetts
$3.39M +$692 +2 +0%
JSAM
1914
J. Safra Asset Management
New York
$3.38M +$803K +2,320 +31%
UB
1915
Umpqua Bank
Oregon
$3.38M +$6.58K +19 +0.2%
AF
1916
Alerus Financial
North Dakota
$3.38M -$48.1K -139 -1%
DWAM
1917
Duncan Williams Asset Management
Tennessee
$3.38M -$147K -425 -4%
LCG
1918
Lynx Capital Group
Ohio
$3.38M +$3.12K +9 +0.1%
DCM
1919
Davidson Capital Management
Texas
$3.37M +$1.73K +5 +0.1%
MC
1920
Martin & Co
Tennessee
$3.37M +$7.61K +22 +0.2%
TC
1921
Tsai Capital
New York
$3.37M +$30.1K +87 +0.9%
AG
1922
Algert Global
California
$3.37M +$42.2K +122 +1%
PAMG
1923
Patton Albertson Miller Group
Tennessee
$3.36M -$142K -409 -4%
CFGW
1924
Chancellor Financial Group WB
Pennsylvania
$3.36M +$3.46K +10 +0.1%
KCM
1925
Kerusso Capital Management
North Carolina
$3.36M -$205K -592 -6%
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77
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