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Name Holding Trade Value Shares
Change 		Change in
Stake
DC
4251
Defender Capital
North Carolina
$870K +$4.77K +26 +0.5%
SCM
4252
Stordahl Capital Management
Colorado
$864K – – –
FFIC
4253
First Fiduciary Investment Counsel
Ohio
$863K -$6.42K -35 -0.7%
CAAM
4254
Cornerstone Advisors Asset Management
Pennsylvania
$863K +$385K +2,099 +71%
PM
4255
Penbrook Management
New York
$862K -$55K -300 -6%
MWM
4256
MBE Wealth Management
Wisconsin
$861K -$162K -885 -15%
CM
4257
Capital Management
Virginia
$861K -$26.2K -143 -3%
NFG
4258
Northeast Financial Group
Pennsylvania
$857K -$5.32K -29 -0.6%
EFI
4259
EHP Funds Inc
Canada
$856K -$605K -3,300 -40%
PF
4260
Parker Financial
Washington
$854K +$81.4K +444 +10%
LG
4261
Lane Generational
Massachusetts
$854K – – –
SSC
4262
Syverson Strege & Co
Iowa
$853K +$27.9K +152 +3%
C
4263
Covestor
United Kingdom
$843K +$2.02K +11 +0.2%
HF
4264
Halpern Financial
Virginia
$837K -$577K -3,148 -39%
OAM
4265
Oberweis Asset Management
Illinois
$834K -$106K -580 -11%
BWA
4266
BlueSky Wealth Advisors
North Carolina
$833K +$21.1K +115 +2%
TBC
4267
Ted Buchan & Co
California
$832K -$60.9K -332 -6%
STB
4268
S&T Bank
Pennsylvania
$832K -$18.3K -100 -2%
MC
4269
Machina Capital
France
$831K +$890K +4,855 New
AC
4270
Avant Capital
Louisiana
$826K +$27K +147 +3%
SPWM
4271
Straight Path Wealth Management
Michigan
$825K +$108K +587 +14%
FW
4272
FirstPurpose Wealth
Utah
$823K -$189K -1,031 -18%
WHRC
4273
W.H. Reaves & Co
New Jersey
$822K – – –
NEAM
4274
New England Asset Management
Connecticut
$822K -$1.43M -7,784 -62%
VF
4275
Vawter Financial
Ohio
$821K -$182K -992 -17%
169 170
171
172 173