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Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
826
Islay Capital Management
Texas
$1.5M -$155K -1,550 -10%
EH
827
Equitable Holdings
New York
$1.5M +$236K +2,362 +19%
AW
828
Alaethes Wealth
Nevada
$1.49M +$86.9K +871 +6%
BA
829
Bennicas & Associates
California
$1.49M -$9.97K -100 -0.7%
CWP
830
CFM Wealth Partners
Texas
$1.49M +$5.99K +60 +0.4%
JIR
831
James Investment Research
Ohio
$1.49M +$1.45M +14,531 New
FIM
832
Fernwood Investment Management
Massachusetts
$1.48M – – –
CB
833
Community Bank
New York
$1.47M -$16K -160 -1%
DT
834
Diversified Trust
Tennessee
$1.47M -$209K -2,100 -13%
NGA
835
Naples Global Advisors
Florida
$1.46M +$34.2K +343 +3%
IAMOG
836
Investors Asset Management of Georgia
Georgia
$1.45M -$3.99K -40 -0.3%
CCA
837
Checchi Capital Advisers
California
$1.44M +$18.7K +187 +1%
SFCL
838
Strengthening Families & Communities LLC
Massachusetts
$1.44M -$798K -7,998 -36%
BBHC
839
Brown Brothers Harriman & Co
New York
$1.44M +$212K +2,121 +18%
AWM
840
Avior Wealth Management
Nebraska
$1.43M -$45.3K -454 -3%
CWM
841
Cornerstone Wealth Management
Missouri
$1.43M -$9.97K -100 -0.7%
AWP
842
Accretive Wealth Partners
New Jersey
$1.43M +$4.69K +47 +0.3%
DPIM
843
Duff & Phelps Investment Management
Illinois
$1.43M – – –
VFA
844
Valeo Financial Advisors
Indiana
$1.42M +$29.7K +298 +2%
TCOO
845
Trust Company of Oklahoma
Oklahoma
$1.42M – – –
IP
846
Ignite Planners
California
$1.42M +$24.9K +250 +2%
LHC
847
Little House Capital
Massachusetts
$1.41M +$137K +1,375 +11%
CBT
848
CoreFirst Bank & Trust
Kansas
$1.4M +$18.6K +186 +1%
IWC
849
Integrated Wealth Concepts
Massachusetts
$1.39M -$78.5K -787 -5%
CCT
850
Capital City Trust
Florida
$1.39M -$13.4K -134 -1%
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