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Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
2076
North Star Investment Management
Illinois
$1.05M +$174K +826 +20%
RM
2077
Resource Management
Louisiana
$1.04M -$23.4K -111 -2%
EWA
2078
Evolution Wealth Advisors
Florida
$1.04M +$210K +999 +26%
MJP
2079
Michael J. Puzo
$1.04M -$47.4K -225 -4%
HHGA
2080
Halbert Hargrove Global Advisors
California
$1.03M +$3.79K +18 +0.4%
BIMC
2081
Benson Investment Management Company
Virginia
$1.03M -$3.69M -17,545 -78%
TIA
2082
Trust Investment Advisors
Indiana
$1.03M -$39.2K -186 -4%
CBT
2083
CoreFirst Bank & Trust
Kansas
$1.03M – – –
GD
2084
Grandfield & Dodd
New York
$1.03M +$28.8K +137 +3%
AWE
2085
Avidian Wealth Enterprises
Texas
$1.03M +$58.9K +280 +6%
JCM
2086
Jag Capital Management
Missouri
$1.03M +$180K +853 +21%
KCM
2087
Knoll Capital Management
Florida
$1.03M +$1.02M +4,850 New
MPIA
2088
Mountain Pacific Investment Advisers
Idaho
$1.02M – – –
HIM
2089
Harbour Investment Management
Washington
$1.02M +$567K +2,693 +126%
SI
2090
Scharf Investments
California
$1.02M +$433K +2,059 +74%
KC
2091
Knuff & Co
California
$1.02M +$13.3K +63 +1%
KFS
2092
Kaizen Financial Strategies
California
$1.01M +$1.68K +8 +0.2%
TIA
2093
Traphagen Investment Advisors
New Jersey
$1.01M -$12.4K -59 -1%
ACM
2094
Argent Capital Management
Missouri
$1.01M – – –
PWMAG
2095
Pinnacle Wealth Management Advisory Group
New Jersey
$1.01M -$9.26K -44 -0.9%
AL
2096
Aspiriant LLC
California
$1.01M +$58.9K +280 +6%
NNP
2097
Nachman Norwood & Parrott
South Carolina
$1.01M – – –
GAG
2098
GM Advisory Group
New York
$1M +$10.1K +48 +1%
AFS
2099
Aft Forsyth & Sober
Florida
$1M +$495K +2,350 +98%
WEPOG
2100
Wealth Enhancement & Preservation of GA
Georgia
$1M +$5.89K +28 +0.6%
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