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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1576
Kelly Financial Services
Massachusetts
$409K – – –
PIA
1577
Perennial Investment Advisors
California
$408K -$96.4K -967 -20%
FA
1578
Fortis Advisors
Pennsylvania
$407K +$39.9K +400 +12%
VST
1579
Van Strum & Towne
California
$407K – – –
FB
1580
First Bancorp
Maine
$407K +$898 +9 +0.2%
MHIC
1581
Marble Harbor Investment Counsel
Massachusetts
$406K – – –
MA
1582
Montag & Associates
Georgia
$406K +$5.98K +60 +2%
LRIA
1583
Leonard Rickey Investment Advisors
Washington
$406K +$75.9K +761 +19%
AWM
1584
Aries Wealth Management
Maine
$406K -$11.6K -116 -3%
CPA
1585
Capital Planning Advisors
California
$405K +$1.2K +12 +0.3%
MSAM
1586
Moloney Securities Asset Management
Missouri
$405K +$23.3K +234 +6%
1WA
1587
180 Wealth Advisors
Washington
$404K +$15.9K +159 +4%
TCM
1588
Teza Capital Management
Illinois
$404K -$7.4M -74,253 -95%
HAM
1589
Hickory Asset Management
Ohio
$403K +$51.1K +512 +15%
ICP
1590
Impact Capital Partners
Colorado
$403K +$169K +1,694 +79%
FMB
1591
Field & Main Bank
Kentucky
$402K -$12.5K -125 -3%
WFI
1592
West Family Investments
California
$400K -$6.88K -69 -2%
SSWM
1593
Sheets Smith Wealth Management
North Carolina
$400K +$199 +2 +0.1%
AF
1594
Advisornet Financial
Minnesota
$400K +$49.6K +497 +15%
DSC
1595
Duncker Streett & Co
Missouri
$400K -$499 -5 -0.1%
JJBC
1596
James J. Burns & Company
New York
$399K +$39.9K +400 +12%
WTG
1597
West Tower Group
Virginia
$399K -$39.9K -400 -10%
WDG
1598
Wealth Dimensions Group
Ohio
$399K -$11.7K -117 -3%
HFS
1599
Howard Financial Services
Texas
$399K -$36.7K -368 -9%
AG
1600
Advocate Group
Minnesota
$396K -$44.9K -450 -11%
62 63
64
65 66