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CAG

Name Holding Trade Value Shares
Change 		Change in
Stake
EHAM
601
Eagle Harbor Asset Management
Washington
$275K -$167K -4,616 -39%
JWM
602
Jeppson Wealth Management
California
$275K +$258K +7,116 New
SOAMC
603
Spirit of America Management Corp
New York
$275K – – –
HI
604
Humankind Investments
New York
$274K -$3.3K -91 -1%
JIC
605
Johnson Investment Counsel
Ohio
$274K +$6.89K +190 +3%
EI
606
Ellevest Inc
New York
$272K +$47.9K +1,321 +23%
CC
607
Courier Capital
New York
$272K -$11.8K -325 -4%
AIM
608
Aigen Investment Management
New York
$271K +$254K +7,000 New
NRI
609
NFP Retirement Inc
California
$271K -$1.85K -51 -0.7%
CPIG
610
Chicago Partners Investment Group
Illinois
$270K -$7.5K -207 -3%
GVAG
611
Great Valley Advisor Group
Delaware
$270K +$36 +1 +0%
JFGIW
612
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$267K – – –
SWM
613
Seed Wealth Management
Illinois
$266K +$249K +6,875 New
IF
614
Intrua Financial
Texas
$265K -$361K -9,961 -59%
CGL
615
Clarius Group LLC
Washington
$264K +$6.27K +173 +3%
MCM
616
Manchester Capital Management
Vermont
$262K +$245K +6,772 New
NP
617
NorthRock Partners
Minnesota
$261K +$244K +6,734 New
TCM
618
Triumph Capital Management
Colorado
$260K -$312K -8,598 -56%
IAN
619
Integrated Advisors Network
Texas
$260K +$5.66K +156 +2%
WS
620
Wedbush Securities
California
$260K -$37.4K -1,031 -13%
PB
621
Pinnacle Bancorp
Nebraska
$260K – – –
RG
622
Renaissance Group
Kentucky
$259K -$5.58K -154 -2%
CSB
623
City State Bank
Iowa
$256K +$3.63K +100 +2%
VFPW
624
Vantage Financial Partners (Wisconsin)
Wisconsin
$255K +$181 +5 +0.1%
TCMP
625
Thrive Capital Management (Pennsylvania)
Pennsylvania
$254K +$13K +358 +6%
23 24
25
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