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Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
2051
Beese Fulmer Investment Management
Ohio
$857K +$29K +145 +4%
CHAM
2052
Clear Harbor Asset Management
Connecticut
$855K -$11K -55 -1%
LC
2053
Lindbrook Capital
California
$855K +$10.2K +51 +1%
HHGA
2054
Halbert Hargrove Global Advisors
California
$853K +$219K +1,096 +35%
ACM
2055
Allred Capital Management
Texas
$852K +$105K +524 +14%
NWP
2056
Northstar Wealth Partners
Connecticut
$846K -$1.48M -7,431 -64%
BOS
2057
Bingham Osborn & Scarborough
California
$845K +$24.6K +123 +3%
BIA
2058
Bigelow Investment Advisors
Maine
$841K +$999 +5 +0.1%
RPWA
2059
Regent Peak Wealth Advisors
Georgia
$840K +$14K +70 +2%
FP
2060
Foundry Partners
Minnesota
$839K – – –
TIA
2061
Tiemann Investment Advisors
California
$838K -$999 -5 -0.1%
SAA
2062
Southeast Asset Advisors
Georgia
$836K -$19.8K -99 -2%
WCM
2063
WealthBridge Capital Management
Ohio
$836K – – –
NED
2064
Nancy E. Dempze
$835K – – –
NSIM
2065
North Star Investment Management
Illinois
$835K +$327K +1,637 +64%
NEWAS
2066
N.E.W. Advisory Services
Wisconsin
$834K -$10.6K -53 -1%
SAM
2067
S.A. Mason
Michigan
$834K -$6.79K -34 -0.8%
FNBSF
2068
First National Bank Sioux Falls
South Dakota
$834K +$130K +650 +18%
PSC
2069
Prentiss Smith & Co
Vermont
$833K – – –
CGA
2070
Crescent Grove Advisors
Illinois
$829K +$411K +2,057 +98%
GAB
2071
German American Bancorp
Indiana
$824K -$83.9K -420 -9%
CI
2072
Cavalier Investments
Georgia
$822K -$480K -2,405 -37%
SFWC
2073
Strategic Family Wealth Counselors
New Jersey
$820K -$9.99K -50 -1%
MSS
2074
Mitchell Sinkler & Starr
Pennsylvania
$820K – – –
CW
2075
CreativeOne Wealth
Kansas
$820K +$90.7K +454 +12%
81 82
83
84 85