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Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1501
Asset Dedication LLC
California
$392K +$40.6K +451 +12%
BBI
1502
Baxter Bros Inc
Connecticut
$390K -$16.2K -180 -4%
SIM
1503
Sentry Investment Management
Wisconsin
$390K – – –
BC
1504
Belmont Capital
California
$388K -$93.1K -1,035 -19%
FWI
1505
Facet Wealth Inc
Maryland
$388K +$104K +1,153 +40%
CPA
1506
Cardiff Park Advisors
California
$388K +$12.8K +142 +3%
CIC
1507
Chilton Investment Company
Connecticut
$387K -$73.3K -815 -16%
GAAM
1508
Guinness Atkinson Asset Management
California
$387K – – –
BWA
1509
BlueChip Wealth Advisors
Georgia
$386K -$24.2K -269 -6%
LA
1510
LexAurum Advisors
Kansas
$385K +$13.4K +149 +4%
LA
1511
LBP AM
France
$382K -$43.2K -480 -10%
PC
1512
Port Capital
Illinois
$382K +$13.2K +147 +4%
SCP
1513
Sivia Capital Partners
California
$382K -$101K -1,120 -21%
WA
1514
Wealth Alliance
New York
$381K -$2.52K -28 -0.7%
SPA
1515
Sherbrooke Park Advisers
New York
$380K +$381K +4,240 New
HCM
1516
Hodges Capital Management
Texas
$380K -$64.8K -720 -15%
SFWA
1517
Summit Financial Wealth Advisors
Louisiana
$380K +$29.1K +323 +8%
FTC
1518
Farmers Trust Company
Ohio
$380K -$169K -1,877 -31%
QFA
1519
Quantum Financial Advisors
California
$379K -$450 -5 -0.1%
PL
1520
Plancorp LLC
Missouri
$378K -$32.2K -358 -8%
HC
1521
Hara Capital
Washington
$378K – – –
JF
1522
Jump Financial
Illinois
$376K -$2.22M -24,691 -85%
CCIA
1523
Cherry Creek Investment Advisors
Colorado
$376K – – –
PT
1524
Plimoth Trust
Massachusetts
$376K – – –
KFS
1525
Keynote Financial Services
Connecticut
$375K +$22.5K +250 +6%
59 60
61
62 63