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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
4026
Hartford Funds Management
Pennsylvania
$625K +$193K +1,231 +37%
SFMG
4027
Sage Financial Management Group
Virginia
$620K -$31.4K -200 -4%
FCM
4028
Fairbanks Capital Management
California
$619K +$18.8K +120 +3%
GG
4029
Gleason Group
Kentucky
$619K +$40K +255 +6%
PM
4030
Phraction Management
Connecticut
$618K -$137K -875 -16%
HLOC
4031
H.L. Ormond & Company
North Carolina
$616K +$245K +1,558 +54%
DTIM
4032
Danda Trouve Investment Management
Kansas
$614K -$17.6K -112 -2%
BWM
4033
Boyd Wealth Management
California
$614K +$11.9K +76 +2%
FFIC
4034
First Fiduciary Investment Counsel
Ohio
$610K +$11.8K +75 +2%
ARS
4035
Adirondack Retirement Specialists
New York
$609K – – –
LFDLE
4036
La Financiere de L'Echiquier
France
$608K -$173K -1,100 -20%
DT
4037
Daniels + Tansey
Delaware
$608K +$119K +757 +21%
VEA
4038
Virtus ETF Advisers
New York
$604K -$23.2K -148 -3%
CWA
4039
Cornerstone Wealth Advisors
Minnesota
$603K – – –
AF
4040
AtlasMark Financial
Texas
$596K – – –
CCM
4041
Community Capital Management
Florida
$594K – – –
GC
4042
Gruss & Co
Florida
$594K – – –
KM
4043
Kalos Management
Georgia
$592K -$1.57M -9,990 -71%
MC
4044
Merlin Capital
Rhode Island
$591K -$9.26K -59 -1%
EA
4045
Evergreen Advisors
Tennessee
$591K +$17K +108 +3%
FCM
4046
Fairholme Capital Management
Florida
$589K – – –
SA
4047
SWM Advisors
Florida
$588K – – –
SCM
4048
Shapiro Capital Management
Georgia
$587K – – –
SC
4049
Schoolcraft Capital
Colorado
$587K +$77.7K +495 +13%
GWAM
4050
Guardian Wealth Advisors (Minnesota)
Minnesota
$585K – – –
160 161
162
163 164