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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1401
Trillium Asset Management
Massachusetts
$495K – – –
NCM
1402
Neumann Capital Management
California
$494K -$101K -830 -17%
LA
1403
Legacy Advisors
Pennsylvania
$494K +$56.4K +464 +13%
EWS
1404
Evergreen Wealth Solutions
Pennsylvania
$493K -$42.5K -350 -8%
HMS
1405
Hanseatic Management Services
New Mexico
$493K +$508K +4,181 New
SFM
1406
Signet Financial Management
New Jersey
$493K +$16.5K +136 +3%
BP
1407
BBR Partners
New York
$493K +$74.9K +616 +17%
VC
1408
Veracity Capital
Georgia
$492K +$43.3K +356 +9%
ADL
1409
Asset Dedication LLC
California
$489K +$28K +230 +6%
BWAM
1410
Boyd Watterson Asset Management
Ohio
$487K -$365 -3 -0.1%
KIG
1411
Kennedy Investment Group
New Jersey
$487K +$502K +4,126 New
DI
1412
Disciplined Investments
Oklahoma
$487K -$3.96M -32,539 -89%
FIB
1413
First Interstate Bank
Montana
$486K – – –
NB
1414
Northwest Bancshares
Pennsylvania
$485K +$15.4K +127 +3%
SMWM
1415
Silvia McColl Wealth Management
California
$485K +$500K +4,110 New
ST
1416
Sageworth Trust
Pennsylvania
$484K -$213K -1,752 -30%
NICM
1417
Neo Ivy Capital Management
New York
$482K +$70.7K +582 +17%
FSC
1418
Full Sail Capital
Oklahoma
$481K +$7.17K +59 +1%
OAM
1419
Occidental Asset Management
California
$480K +$106K +872 +27%
MIAS
1420
Mason Investment Advisory Services
Virginia
$479K +$122 +1 +0%
WDA
1421
Wendell David Associates
New Hampshire
$478K – – –
HFS
1422
Howard Financial Services
Texas
$477K +$64.7K +532 +15%
CPA
1423
Capital Planning Advisors
California
$476K -$851 -7 -0.2%
SIA
1424
Strategic Investment Advisors
Michigan
$476K +$192K +1,582 +65%
AWA
1425
Alta Wealth Advisors
Massachusetts
$476K -$4.86K -40 -1%
55 56
57
58 59