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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1951
Intact Investment Management
Quebec, Canada
$192K +$219K +1,000 New
RAM
1952
Ramirez Asset Management
New York
$192K +$219K +1,000 New
FCT
1953
First Community Trust
Iowa
$190K -$7.66K -35 -3%
NICM
1954
Neo Ivy Capital Management
New York
$188K -$334K -1,528 -61%
BCFD
1955
Boit C.F. David
$188K – – –
AIM
1956
Arcadia Investment Management
Michigan
$182K – – –
PFA
1957
Pathway Financial Advisers
Indiana
$177K +$202K +924 New
TSW
1958
Thompson Siegel & Walmsley
Virginia
$177K – – –
KI
1959
Kapitalo Investimentos
Brazil
$177K +$202K +921 New
OA
1960
Operose Advisors
Wisconsin
$176K +$110K +505 +122%
EBA
1961
Eagle Bay Advisors
New York
$175K +$61.5K +281 +45%
PWMG
1962
Prestige Wealth Management Group
New Jersey
$173K -$7K -32 -3%
JWM
1963
Janiczek Wealth Management
Colorado
$173K +$5.47K +25 +3%
CAL
1964
Capital Advisors Ltd
Ohio
$172K – – –
BDS
1965
Banco de Sabadell
Florida
$171K +$50.5K +231 +35%
FSCM
1966
Front Street Capital Management
Montana
$170K +$194K +886 New
IRAG
1967
Investment Research & Advisory Group
Georgia
$170K – – –
BWL
1968
Bogart Wealth LLC
Virginia
$169K +$14K +64 +8%
TIM
1969
Tortoise Investment Management
New York
$168K +$438 +2 +0.2%
DMBA
1970
Deseret Mutual Benefit Administrators
Utah
$165K -$65.2K -298 -26%
PAG
1971
Paladin Advisory Group
Iowa
$165K -$28.7K -131 -13%
CBT
1972
Central Bank & Trust
Kentucky
$160K – – –
MMG
1973
Monetary Management Group
Missouri
$158K – – –
EWM
1974
Evermay Wealth Management
Virginia
$157K – – –
CAM
1975
Costello Asset Management
Pennsylvania
$154K +$14.2K +65 +9%
77 78
79
80 81