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Name Holding Trade Value Shares
Change 		Change in
Stake
BBNA
1951
Bremer Bank National Association
Minnesota
$470K -$25.8K -728 -6%
WP
1952
Westmount Partners
California
$469K +$18.3K +516 +4%
NG
1953
Northstar Group
New York
$469K -$442K -12,497 -50%
SA
1954
Shilanski & Associates
Alaska
$469K -$6.58K -186 -1%
SCM
1955
Stonehearth Capital Management
Massachusetts
$468K +$30.6K +865 +7%
SGCA
1956
Steel Grove Capital Advisors
Tennessee
$468K -$1.52M -43,026 -78%
SCI
1957
Silver Coast Investments
United States
$467K +$438K +12,387 New
BAM
1958
BOS Asset Management
Illinois
$465K -$103K -2,915 -19%
CF
1959
Copperwynd Financial
Arizona
$464K -$13.1K -369 -3%
MA
1960
MCF Advisors
Kentucky
$463K -$48.8K -1,379 -10%
S
1961
Sunpointe
Missouri
$463K +$435K +12,287 New
WBCM
1962
Wilson & Boucher Capital Management
California
$463K -$70.9K -2,005 -14%
FPWM
1963
FSB Premier Wealth Management
Iowa
$461K +$1.84K +52 +0.4%
SMH
1964
Sanders Morris Harris
Texas
$461K -$477K -13,471 -54%
LGA
1965
Lebenthal Global Advisors
New York
$460K -$35.1K -993 -8%
SFP
1966
Sweet Financial Partners
Minnesota
$460K -$11.3K -320 -3%
AO
1967
Advisor OS
Illinois
$458K +$14.1K +398 +3%
PMA
1968
Prudent Man Advisors
Illinois
$458K -$24.2K -685 -5%
AL
1969
Aspiriant LLC
California
$458K -$83.4K -2,357 -16%
CHAM
1970
Clear Harbor Asset Management
Connecticut
$457K +$1.52K +43 +0.4%
EWA
1971
Encompass Wealth Advisors
Oregon
$457K -$885 -25 -0.2%
I2I
1972
Insight 2811 Inc
Illinois
$456K -$47K -1,329 -10%
MWM
1973
Modern Wealth Management
Kansas
$456K +$428K +12,091 New
BCM
1974
BluePath Capital Management
Georgia
$454K +$147K +4,146 +56%
CA
1975
Cresta Advisors
Texas
$453K – – –
77 78
79
80 81