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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2801
Act Wealth Management
Texas
$4.59M -$767K -4,885 -13%
PFC
2802
Phocas Financial Corp
California
$4.59M +$291K +1,852 +6%
WLIM
2803
White Lighthouse Investment Management
Massachusetts
$4.58M -$46.9K -299 -0.9%
SNBOSCI
2804
Security National Bank of Sioux City Iowa
Iowa
$4.58M +$171K +1,092 +3%
WHCI
2805
W.H. Cornerstone Investments
Massachusetts
$4.57M +$5.16M +32,905 New
FB
2806
First Bancorp
Maine
$4.57M +$41.6K +265 +0.8%
CCG
2807
Coastwise Capital Group
California
$4.57M -$61.1K -389 -1%
BOM
2808
Bank of Marin
California
$4.56M -$199K -1,270 -4%
LFM
2809
LGT Fund Management
Liechtenstein
$4.56M -$49.4M -315,010 -91%
PFA
2810
Plotkin Financial Advisors
Maryland
$4.56M -$14.1K -90 -0.3%
JSMC
2811
Jess S. Morgan & Co
California
$4.56M +$88.8K +566 +2%
PTC
2812
Provident Trust Company
Wisconsin
$4.55M -$165K -1,050 -3%
PHAM
2813
Portland Hill Asset Management
United Kingdom
$4.55M -$4.09M -26,065 -46%
SIAG
2814
Safeguard Investment Advisory Group
California
$4.55M +$96.1K +612 +2%
FS
2815
Ferguson Shapiro
Georgia
$4.54M -$90.4K -576 -2%
PWA
2816
Phoenix Wealth Advisors
North Carolina
$4.54M -$84.8K -540 -2%
WWMSC
2817
Wagner Wealth Management (South Carolina)
South Carolina
$4.54M -$78.9K -503 -2%
NRI
2818
NFP Retirement Inc
California
$4.53M +$93.7K +597 +2%
CCA
2819
Column Capital Advisors
Indiana
$4.52M +$41.1K +262 +0.8%
CG
2820
Corundum Group
Colorado
$4.52M +$1.17M +7,429 +29%
AIP
2821
Almanack Investment Partners
Pennsylvania
$4.51M -$6.01M -38,302 -54%
CUAMC
2822
China Universal Asset Management Company
China
$4.5M +$471K +3,000 +10%
AA
2823
Addison Advisors
Vermont
$4.5M +$78.2K +498 +2%
MCM
2824
Monument Capital Management
Virginia
$4.5M +$1.35M +8,626 +36%
NLP
2825
Next Level Private
New York
$4.5M -$19M -121,326 -80%
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