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Name Holding Trade Value Shares
Change 		Change in
Stake
NG
1951
Northstar Group
New York
$469K -$442K -12,497 -50%
SA
1952
Shilanski & Associates
Alaska
$469K -$6.58K -186 -1%
SCM
1953
Stonehearth Capital Management
Massachusetts
$468K +$30.6K +865 +7%
SGCA
1954
Steel Grove Capital Advisors
Tennessee
$468K -$1.52M -43,026 -78%
SCI
1955
Silver Coast Investments
United States
$467K +$438K +12,387 New
BAM
1956
BOS Asset Management
Illinois
$465K -$103K -2,915 -19%
CF
1957
Copperwynd Financial
Arizona
$464K -$13.1K -369 -3%
MA
1958
MCF Advisors
Kentucky
$463K -$48.8K -1,379 -10%
S
1959
Sunpointe
Missouri
$463K +$435K +12,287 New
WBCM
1960
Wilson & Boucher Capital Management
California
$463K -$70.9K -2,005 -14%
FPWM
1961
FSB Premier Wealth Management
Iowa
$461K +$1.84K +52 +0.4%
SMH
1962
Sanders Morris Harris
Texas
$461K -$477K -13,471 -54%
LGA
1963
Lebenthal Global Advisors
New York
$460K -$35.1K -993 -8%
SFP
1964
Sweet Financial Partners
Minnesota
$460K -$11.3K -320 -3%
AO
1965
Advisor OS
Illinois
$458K +$14.1K +398 +3%
PMA
1966
Prudent Man Advisors
Illinois
$458K -$24.2K -685 -5%
AL
1967
Aspiriant LLC
California
$458K -$83.4K -2,357 -16%
CHAM
1968
Clear Harbor Asset Management
Connecticut
$457K +$1.52K +43 +0.4%
EWA
1969
Encompass Wealth Advisors
Oregon
$457K -$885 -25 -0.2%
I2I
1970
Insight 2811 Inc
Illinois
$456K -$47K -1,329 -10%
MWM
1971
Modern Wealth Management
Kansas
$456K +$428K +12,091 New
BCM
1972
BluePath Capital Management
Georgia
$454K +$147K +4,146 +56%
CA
1973
Cresta Advisors
Texas
$453K – – –
WAG
1974
Windsor Advisory Group
Ohio
$452K -$295K -8,343 -41%
CL
1975
COWA LLC
Oklahoma
$452K -$146K -4,127 -26%
77 78
79
80 81