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Name Holding Trade Value Shares
Change 		Change in
Stake
WIS
776
Wright Investors Service
Connecticut
$562K +$541K +13,375 New
CWM
777
Connecticut Wealth Management
Connecticut
$558K +$228K +5,640 +74%
AF
778
Advisornet Financial
Minnesota
$556K +$3.92K +97 +0.7%
BA
779
Bennicas & Associates
California
$544K -$566 -14 -0.1%
BSA
780
Bull Street Advisors
Georgia
$543K – – –
KFS
781
Kurt F. Somerville
$543K +$52.6K +1,300 +11%
P
782
Pitcairn
Pennsylvania
$542K -$1.18M -29,148 -69%
RWM
783
RBA Wealth Management
California
$541K -$214K -5,284 -29%
WA
784
Wealth Alliance
New York
$540K +$145K +3,588 +39%
DPIM
785
Duff & Phelps Investment Management
Illinois
$534K – – –
GIM
786
Goelzer Investment Management
Indiana
$531K -$1.13M -27,867 -69%
IAMOG
787
Investors Asset Management of Georgia
Georgia
$531K -$6.07K -150 -1%
RFM
788
Royal Fund Management
Florida
$531K +$90K +2,225 +21%
RA
789
Rational Advisors
New York
$531K +$511K +12,643 New
NCM
790
Neumann Capital Management
California
$530K – – –
IWP
791
Icon Wealth Partners
Texas
$527K +$51.3K +1,269 +11%
GI
792
GAMCO Investors
Connecticut
$525K -$566K -14,000 -53%
BAAM
793
Baker Avenue Asset Management
California
$525K -$107K -2,637 -17%
KJWM
794
Kiley Juergens Wealth Management
Washington
$524K -$91.6K -2,265 -15%
WWM
795
Western Wealth Management
Colorado
$524K +$21.8K +539 +5%
GF
796
Goodman Financial
Texas
$523K – – –
GIA
797
Guyasuta Investment Advisors
Pennsylvania
$522K – – –
3C
798
361 Capital
Colorado
$522K +$502K +12,423 New
BHBT
799
Burke & Herbert Bank & Trust
Virginia
$521K -$25.7K -635 -5%
AIA
800
Armor Investment Advisors
North Carolina
$521K -$9.54K -236 -2%
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