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Name Holding Trade Value Shares
Change 		Change in
Stake
MPAM
2101
Murphy Pohlad Asset Management
Minnesota
$8.74M -$153K -1,182 -2%
BCM
2102
Bourgeon Capital Management
Connecticut
$8.74M +$106K +817 +1%
SRC
2103
Sage Rhino Capital
California
$8.71M +$159K +1,230 +2%
EF
2104
Exeter Financial
Arizona
$8.71M +$242K +1,871 +3%
RFWA
2105
RPg Family Wealth Advisory
Massachusetts
$8.7M +$8.23M +63,536 New
CSA
2106
Cottage Street Advisors
Massachusetts
$8.7M -$118K -913 -1%
NWS
2107
Newport Wealth Strategies
California
$8.69M +$19.8K +153 +0.2%
CA
2108
Capital Advantage
California
$8.68M -$2.17M -16,754 -21%
BEC
2109
Blue Edge Capital
Virginia
$8.67M -$165K -1,274 -2%
CWA
2110
Clarus Wealth Advisors
Arizona
$8.66M +$20.2K +156 +0.3%
ZF
2111
Zhang Financial
Michigan
$8.65M +$131K +1,012 +2%
ICM
2112
IMS Capital Management
Oregon
$8.65M -$88.6K -684 -1%
SAM
2113
Socorro Asset Management
Texas
$8.64M +$2.23M +17,193 +37%
CAC
2114
Core Alternative Capital
Georgia
$8.64M +$1.39M +10,735 +21%
COI
2115
Connable Office Inc
Michigan
$8.63M -$252K -1,947 -3%
BAM
2116
Bruderman Asset Management
New York
$8.63M +$70.2K +542 +0.9%
SSA
2117
Schonfeld Strategic Advisors
New York
$8.63M -$39.2M -302,661 -83%
WDG
2118
Wealth Dimensions Group
Ohio
$8.63M +$128K +990 +2%
ACA
2119
Atlas Capital Advisors
Wyoming
$8.6M -$71.1K -549 -0.9%
WMP
2120
Wealth Management Partners
Arizona
$8.6M +$65K +502 +0.8%
IP
2121
Investment Partners
Ohio
$8.6M +$137K +1,059 +2%
CT
2122
Columbia Trust
Oregon
$8.6M +$722K +5,570 +10%
CCP
2123
Clarkston Capital Partners
Michigan
$8.59M +$156K +1,205 +2%
SG
2124
Swarthmore Group
Pennsylvania
$8.58M +$357K +2,754 +5%
LI
2125
Lafayette Investments
Maryland
$8.56M +$1.86M +14,346 +30%
83 84
85
86 87