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Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
1001
Loudon Investment Management
New Hampshire
$536K -$13.6K -200 -2%
BIAS
1002
Beacon Investment Advisory Services
New Jersey
$535K +$84.2K +1,237 +17%
QCM
1003
Quantinno Capital Management
New York
$535K +$584K +8,583 New
LB
1004
Legacy Bridge
Iowa
$534K +$583K +8,571 New
FFBTD
1005
First Financial Bank - Trust Division
Ohio
$533K -$90.1K -1,324 -13%
SOAMC
1006
Spirit of America Management Corp
New York
$533K – – –
RG
1007
Rikoon Group
New Mexico
$531K -$34K -500 -6%
MWC
1008
MBM Wealth Consultants
Missouri
$531K +$579K +8,512 New
CK
1009
Cohen Klingenstein
New York
$530K – – –
WIA
1010
Wealthstreet Investment Advisors
Texas
$530K +$39.8K +585 +8%
MC
1011
Menta Capital
California
$529K +$578K +8,490 New
SW
1012
SVB Wealth
Massachusetts
$526K -$139K -2,044 -20%
EM
1013
Excalibur Management
Massachusetts
$525K -$3.4K -50 -0.6%
SFSIG
1014
San Francisco Sentry Investment Group
California
$524K +$885 +13 +0.2%
CLOS
1015
Compagnie Lombard Odier SCmA
Switzerland
$520K – – –
PL
1016
Plancorp LLC
Missouri
$517K +$18.4K +271 +3%
PC
1017
Port Capital
Illinois
$516K -$5.38K -79 -0.9%
PFBT
1018
Parkside Financial Bank & Trust
Missouri
$515K +$5.58K +82 +1%
FAIM
1019
Financial Advocates Investment Management
Washington
$514K -$355K -5,216 -39%
BAM
1020
Blueshift Asset Management
New Jersey
$514K +$561K +8,250 New
BOPW
1021
Brandywine Oak Private Wealth
Pennsylvania
$514K +$562K +8,259 New
GC
1022
Grace Capital
Massachusetts
$510K +$284K +4,175 +104%
SM
1023
Sciencast Management
New Jersey
$509K +$34K +500 +7%
QI
1024
Qtron Investments
Massachusetts
$504K +$550K +8,085 New
JWS
1025
Juncture Wealth Strategies
Arizona
$499K -$204K -3,000 -27%
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