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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1201
Requisite Capital Management
Texas
$865K +$926K +8,718 New
SGI
1202
Summit Global Investments
Utah
$858K -$193K -1,818 -17%
AT
1203
Arlington Trust
Alabama
$857K +$10.8K +102 +1%
ILI
1204
Invesco LLC (Illinois)
Illinois
$855K +$38.8K +365 +4%
JIR
1205
James Investment Research
Ohio
$855K -$123K -1,155 -12%
GM
1206
GeoWealth Management
Illinois
$849K +$145K +1,367 +19%
VIM
1207
Vista Investment Management
Pennsylvania
$848K +$90.2K +850 +11%
BMC
1208
Beaton Management Company
Massachusetts
$848K – – –
TWM
1209
Trueblood Wealth Management
Ohio
$846K +$637K +6,003 +237%
PVI
1210
Pine Valley Investments
New Jersey
$845K +$80.5K +758 +10%
GWCM
1211
Godshalk Welsh Capital Management
Pennsylvania
$843K +$5.2K +49 +0.6%
TCWM
1212
Total Clarity Wealth Management
Illinois
$842K +$902K +8,491 New
NHC
1213
Nicholas Hoffman & Company
Georgia
$839K +$71K +669 +9%
AWA
1214
Aaron Wealth Advisors
Illinois
$839K +$155K +1,458 +21%
CG
1215
Clarus Group
Texas
$838K +$14K +132 +2%
EHC
1216
Everett Harris & Co
California
$837K +$12.3K +116 +1%
EFMC
1217
Empire Financial Management Company
New York
$835K – – –
GSCM
1218
Greenfield Seitz Capital Management
Texas
$830K – – –
CB
1219
CNB Bank
Pennsylvania
$828K +$73.8K +695 +9%
AI
1220
Arvest Investments
Arkansas
$825K -$65.9K -621 -7%
YAL
1221
Your Advocates Ltd
Texas
$824K +$113K +1,069 +15%
TWM
1222
Tanager Wealth Management
United Kingdom
$824K +$1.8K +17 +0.2%
BCCM
1223
Bridge Creek Capital Management
Massachusetts
$821K -$319 -3 -0%
SA
1224
SAM Advisors
California
$821K – – –
HIS
1225
Harvest Investment Services
Illinois
$820K +$878K +8,272 New
47 48
49
50 51