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Name Holding Trade Value Shares
Change 		Change in
Stake
NRC
3151
New Republic Capital
North Carolina
$7.2M +$238K +1,052 +4%
BFA
3152
Blueprint Financial Advisors
North Carolina
$7.19M +$3.01M +13,306 +89%
BC
3153
Barrett & Company
Rhode Island
$7.19M -$590K -2,612 -8%
LRWA
3154
Long Run Wealth Advisors
New York
$7.19M -$969K -4,288 -13%
KCM
3155
Kennedy Capital Management
Missouri
$7.18M -$26.9M -119,092 -81%
CIG
3156
Cascade Investment Group
Colorado
$7.18M -$295K -1,308 -4%
WHCI
3157
W.H. Cornerstone Investments
Massachusetts
$7.18M -$87K -385 -1%
MWM
3158
MGB Wealth Management
Texas
$7.18M -$154K -682 -2%
ODFS
3159
O'Donnell Financial Services
California
$7.17M -$661K -2,928 -9%
HC
3160
Hourglass Capital
Texas
$7.17M -$4.97K -22 -0.1%
BFG
3161
Birch Financial Group
New Hampshire
$7.15M +$634K +2,805 +11%
AIP
3162
Almanack Investment Partners
Pennsylvania
$7.14M -$7.19M -31,831 -53%
ML
3163
Mayport LLC
Massachusetts
$7.13M +$351K +1,553 +6%
PIA
3164
Prakash Investment Advisors
Massachusetts
$7.1M -$563K -2,491 -8%
SPA
3165
Sentinel Pension Advisors
Massachusetts
$7.1M +$15.4K +68 +0.2%
IRP
3166
Investment Research Partners
Pennsylvania
$7.09M +$5.94M +26,301 New
AWM
3167
Austin Wealth Management
Texas
$7.09M -$276K -1,223 -4%
BIA
3168
Bell Investment Advisors
California
$7.09M -$81.3K -360 -1%
MWM
3169
Maridea Wealth Management
New York
$7.08M +$1.88M +8,310 +44%
BOM
3170
Bank of Marin
California
$7.07M +$48.8K +216 +0.8%
DF
3171
Dunhill Financial
United Kingdom
$7.06M +$323K +1,430 +5%
NCM
3172
Next Capital Management
New York
$7.05M -$3.68M -16,311 -37%
F8IS
3173
Figure 8 Investment Strategies
Idaho
$7.05M -$104K -460 -2%
EPW
3174
Evergreen Private Wealth
Colorado
$7.05M +$200K +886 +3%
CWM
3175
Cranbrook Wealth Management
Michigan
$7.05M +$572K +2,531 +10%
125 126
127
128 129