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Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
3651
Fox Run Management
Connecticut
$436K +$43.8K +453 +12%
SPIO
3652
Seven Post Investment Office
California
$436K – – –
CS
3653
Cannell & Spears
New York
$436K +$36.7K +380 +10%
SMWM
3654
Silvia McColl Wealth Management
California
$434K +$7.25K +75 +2%
FPFS
3655
First Personal Financial Services
North Carolina
$434K +$33.7K +349 +9%
JGGDR
3656
JGP Global Gestao de Recursos
Brazil
$434K -$415K -4,300 -51%
SA
3657
Sunesis Advisors
Kansas
$434K +$406K +4,200 New
ACM
3658
Antonetti Capital Management
Florida
$434K -$61.8K -640 -13%
BCM
3659
Brooktree Capital Management
Michigan
$430K -$1.53M -15,818 -79%
AGA
3660
Arkos Global Advisors
Texas
$429K -$56K -580 -12%
IVP
3661
Intrinsic Value Partners
Arizona
$428K -$122K -1,260 -23%
RTL
3662
Red Tortoise LLC
Georgia
$427K -$28K -290 -7%
WAM
3663
Weiss Asset Management
Massachusetts
$425K -$104K -1,079 -21%
ODFS
3664
O'Donnell Financial Services
California
$424K +$5.41K +56 +1%
QT
3665
Quantamental Technologies
New York
$424K +$397K +4,104 New
SFP
3666
Sterling Financial Planning
New Jersey
$424K -$23.2K -240 -6%
LG
3667
LAM Group
Oregon
$423K – – –
PP
3668
PrairieView Partners
Minnesota
$423K -$9.66K -100 -2%
MFG
3669
Midwest Financial Group
Kansas
$423K +$396K +4,098 New
CCM
3670
Compton Capital Management
Rhode Island
$421K -$989K -10,240 -72%
DSCM
3671
Del-Sette Capital Management
New York
$421K -$876K -9,072 -69%
IAMOG
3672
Investors Asset Management of Georgia
Georgia
$418K +$27.5K +285 +8%
FSWA
3673
Financial Synergies Wealth Advisors
Texas
$417K +$67.6K +700 +21%
CWM
3674
Cherrydale Wealth Management
New Jersey
$417K +$91.1K +943 +30%
AWM
3675
Abound Wealth Management
Tennessee
$417K +$69.9K +723 +22%
145 146
147
148 149