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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1251
Allred Capital Management
Texas
$595K +$15.2K +74 +2%
AIC
1252
Archer Investment Corporation
Indiana
$595K +$177K +862 +39%
FPCP
1253
Fort Point Capital Partners
California
$595K – – –
CAP
1254
Columbia Advisory Partners
Washington
$594K -$3.7K -18 -0.6%
DSC
1255
Duncker Streett & Co
Missouri
$594K -$205 -1 -0%
GIM
1256
Gold Investment Management
Alberta, Canada
$594K – – –
CGIM
1257
Capital Group Investment Management
Singapore
$594K -$455K -2,216 -42%
SP
1258
Stonebrook Private
Michigan
$593K +$21K +102 +3%
GI
1259
Gradient Investments
Minnesota
$593K -$851K -4,142 -57%
RC
1260
Roundview Capital
New Jersey
$590K -$607K -2,953 -49%
FCP
1261
Fidelis Capital Partners
Florida
$589K -$18.1K -88 -3%
WWM
1262
WJ Wealth Management
Arizona
$589K -$1.24M -6,020 -66%
KP
1263
Keel Point
Alabama
$588K +$295K +1,434 +89%
FLPIM
1264
F.L. Putnam Investment Management
Massachusetts
$588K -$64.7K -315 -9%
DWM
1265
Dorchester Wealth Management
Quebec, Canada
$588K +$162K +790 +35%
IF
1266
Intrua Financial
Texas
$587K -$120K -582 -16%
GS
1267
GTS Securities
Florida
$586K -$25.3K -123 -4%
CFS
1268
CRA Financial Services
New Jersey
$585K -$87.3K -425 -12%
RMDI
1269
R.M. Davis Inc
Maine
$585K +$17.7K +86 +3%
MWM
1270
Massachusetts Wealth Management
Massachusetts
$584K +$10.3K +50 +2%
HWP
1271
Highline Wealth Partners
California
$582K – – –
IWN
1272
Independent Wealth Network
Iowa
$582K +$285K +1,388 +85%
CAG
1273
Crestwood Advisors Group
Massachusetts
$579K -$11.7K -57 -2%
ITC
1274
Inspire Trust Company
Nevada
$579K +$616K +3,000 New
SAM
1275
Sompo Asset Management
Japan
$575K -$3.05M -14,850 -83%
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51
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