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CAG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCCM
551
Timber Creek Capital Management
Massachusetts
$36K – – –
T
552
TOBAM
France
$36K +$37.1K +1,230 New
PGAM
553
Princeton Global Asset Management
New Jersey
$35K – – –
SWM
554
Sugarloaf Wealth Management
Georgia
$33K – – –
LS
555
Leelyn Smith
Illinois
$33K +$109K +3,607 New
APW
556
Acima Private Wealth
Virginia
$31K -$28.4K -941 -47%
HIA
557
Harbor Investment Advisory
Maryland
$31K -$3.35K -111 -9%
PFO
558
Pathstone Family Office
New Jersey
$31K – – –
TRCT
559
Tower Research Capital (TRC)
New York
$30K +$27.2K +903 +695%
IRC
560
Investors Research Corp
Georgia
$29K – – –
TCM
561
Tradewinds Capital Management
Washington
$29K – – –
CFG
562
Citizens Financial Group
Rhode Island
$29K +$25.3K +840 +568%
PFBT
563
Parkside Financial Bank & Trust
Missouri
$28K -$332 -11 -1%
CAW
564
Cornerstone Advisors (Washington)
Washington
$28K +$814 +27 +3%
AIC
565
Ameritas Investment Company
Nebraska
$28K +$1.54K +51 +6%
RFA
566
Reilly Financial Advisors
California
$27K – – –
TF
567
TimeScale Financial
Massachusetts
$26K – – –
DTIM
568
Danda Trouve Investment Management
Kansas
$25K – – –
PCTC
569
Perkins Coie Trust Company
Washington
$24K -$8.89K -295 -27%
CIAS
570
CBIZ Investment Advisory Services
Ohio
$24K – – –
CT
571
Caldwell Trust
Florida
$23.6K – – –
BCWM
572
Bartlett & Co Wealth Management
Ohio
$23.5K – – –
MMG
573
Monetary Management Group
Missouri
$23K -$127K -4,200 -84%
MIP
574
Mondrian Investment Partners
United Kingdom
$23K -$13.7K -456 -37%
BWM
575
BerganKDV Wealth Management
Minnesota
$23K – – –
21 22
23
24 25