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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1301
SJS Investment Consulting
Ohio
$18.2K +$13.1K +100 +5,000%
MIM
1302
MTM Investment Management
South Carolina
$18.2K – – –
BC
1303
Barrett & Company
Rhode Island
$17.9K – – –
BAM
1304
Bellevue Asset Management
Washington
$17.9K – – –
GCM
1305
Gables Capital Management
Florida
$17.9K – – –
MWA
1306
Miller Wealth Advisors
Colorado
$17.9K – – –
MDA
1307
Minot DeBlois Advisors
Massachusetts
$17.9K – – –
NIG
1308
NFJ Investment Group
Texas
$17.9K – – –
RA
1309
Ransom Advisory
Rhode Island
$17.9K – – –
HNW
1310
High Note Wealth
Minnesota
$17.5K +$3.8K +29 +42%
ITIM
1311
Indiana Trust & Investment Management
Indiana
$16.6K – – –
HPC
1312
HM Payson & Co
Maine
$16.4K -$6.55K -50 -35%
TPCW
1313
TD Private Client Wealth
New York
$16.1K +$9.83K +75 +500%
EWM
1314
Evermay Wealth Management
Virginia
$15.9K -$1.31K -10 -10%
MFC
1315
Mechanics Financial Corp
Ohio
$15.2K – – –
FGAM
1316
Financial Gravity Asset Management
Texas
$15K +$11K +84 New
BIA
1317
Bell Investment Advisors
California
$14.5K -$4.46K -34 -30%
BCM
1318
Boreal Capital Management
Florida
$14.3K -$18.3K -140 -64%
M
1319
MOTCO
Texas
$14.3K +$10.5K +80 New
PP
1320
Pacifica Partners
Canada
$14.1K – – –
ICM
1321
Islay Capital Management
Texas
$13.4K – – –
CT
1322
Colonial Trust
South Carolina
$13.2K +$5.11K +39 +115%
PSFG
1323
Park Square Financial Group
Georgia
$13K -$8.12K -62 -46%
VNA
1324
Valley National Advisers
Pennsylvania
$13K -$131 -1 -1%
PPA
1325
Painted Porch Advisors
California
$12.7K – – –
51 52
53
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