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Name Holding Trade Value Shares
Change 		Change in
Stake
PRP
1501
Peak Retirement Planning
Ohio
$1.12M +$229K +5,496 +28%
DA
1502
Dover Advisors
Virginia
$1.12M +$303K +7,290 +42%
LF
1503
LifePlan Financial
Minnesota
$1.12M +$44.9K +1,078 +5%
MNBTD
1504
Moody National Bank Trust Division
Texas
$1.12M -$7.83K -188 -0.8%
IPW
1505
Impact Partnership Wealth
Georgia
$1.12M -$95.2K -2,286 -8%
PG
1506
Patten Group
Tennessee
$1.12M +$46K +1,104 +5%
BIG
1507
Brookwood Investment Group
Arizona
$1.12M +$1.03M +24,690 New
FMB
1508
Field & Main Bank
Kentucky
$1.12M -$107K -2,571 -9%
TWA
1509
TCI Wealth Advisors
Arizona
$1.12M -$34.8K -836 -3%
BBHC
1510
Brown Brothers Harriman & Co
New York
$1.12M -$641K -15,388 -38%
CGA
1511
Crescent Grove Advisors
Illinois
$1.12M -$891K -21,392 -47%
DIP
1512
DT Investment Partners
Pennsylvania
$1.11M -$167K -4,001 -14%
TWP
1513
Tempus Wealth Planning
California
$1.11M -$460K -11,041 -31%
EAMA
1514
EFG Asset Management (Americas)
Florida
$1.11M +$27.1K +650 +3%
CNFG
1515
Creegan & Nassoura Financial Group
New Hampshire
$1.1M – – –
ASBI
1516
American State Bank (Iowa)
Iowa
$1.1M +$27.8K +667 +3%
EW
1517
Evoke Wealth
California
$1.1M -$90K -2,162 -8%
KP
1518
Keel Point
Alabama
$1.1M +$60K +1,441 +6%
OAM
1519
Occidental Asset Management
California
$1.1M -$19.4K -467 -2%
BPWM
1520
Badgley Phelps Wealth Managers
Washington
$1.1M -$1.47M -35,250 -59%
CCP
1521
Cassia Capital Partners
North Carolina
$1.09M +$170K +4,090 +20%
STA
1522
Smith Thornton Advisors
Alabama
$1.09M -$542K -13,029 -35%
TBC
1523
Tweedy, Browne Co
Connecticut
$1.09M – – –
CPSAC
1524
Chas P. Smith & Associates (CPS)
Florida
$1.09M +$21.2K +510 +2%
HVIA
1525
Hudson Valley Investment Advisors
New York
$1.09M -$104K -2,504 -9%
59 60
61
62 63