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Name Holding Trade Value Shares
Change 		Change in
Stake
GJIC
926
Gamble Jones Investment Counsel
California
$650K -$9.93K -172 -2%
KIC
927
Keating Investment Counselors
Florida
$650K – – –
MCM
928
Marathon Capital Management
Maryland
$650K +$149K +2,574 +37%
GAG
929
GM Advisory Group
New York
$649K -$37.7K -653 -6%
REMPR
930
Roof Eidam Maycock Peralta (REMP)
California
$648K -$62.2K -1,078 -10%
EL
931
Essex LLC
Illinois
$640K +$545K +9,447 New
CT
932
Cambridge Trust
Massachusetts
$635K -$9.23K -160 -2%
PWS
933
Precision Wealth Strategies
Missouri
$635K +$541K +9,367 New
AWS
934
AJ Wealth Strategies
New York
$630K – – –
BL
935
Balentine LLC
Georgia
$630K +$292K +5,056 +119%
HA
936
Harbor Advisors
Florida
$628K – – –
FNBOH
937
First National Bank of Hutchinson
Kansas
$628K +$250K +4,335 +88%
FFBTD
938
First Financial Bank - Trust Division
Ohio
$624K +$129K +2,227 +32%
PTP
939
Platform Technology Partners
New York
$622K +$13.3K +230 +3%
OPA
940
Old Port Advisors
Maine
$621K -$22.4K -388 -4%
WSC
941
Wellington Shields & Co
New York
$620K – – –
GC
942
Gilbert & Cook
Iowa
$615K +$46.1K +799 +10%
LA
943
LexAurum Advisors
Kansas
$614K +$15.6K +270 +3%
GW
944
GW & Wade
Massachusetts
$613K -$8.14K -141 -2%
AIM
945
Anchor Investment Management
South Carolina
$611K +$84.7K +1,467 +19%
RMC
946
Resources Management Corp
Connecticut
$611K – – –
MTC
947
McDaniel Terry & Co
Texas
$606K – – –
BOPW
948
Brandywine Oak Private Wealth
Pennsylvania
$605K -$23.7K -411 -4%
RFA
949
Reilly Financial Advisors
California
$605K -$2.13K -37 -0.4%
BFO
950
Boston Family Office
Massachusetts
$603K – – –
36 37
38
39 40