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Name Holding Trade Value Shares
Change 		Change in
Stake
PHIC
2501
Pine Haven Investment Counsel
Massachusetts
$312K – – –
VIA
2502
Virtus Investment Advisers
Connecticut
$312K – – –
HFW
2503
Horizon Family Wealth
Illinois
$312K +$2.19K +48 +0.7%
CS
2504
Cannell & Spears
New York
$311K -$231K -5,080 -44%
ACM
2505
AUA Capital Management
Pennsylvania
$310K -$7.96K -175 -3%
QT
2506
Quantbot Technologies
New York
$310K +$296K +6,513 New
MCM
2507
MV Capital Management
Maryland
$309K +$74.3K +1,633 +34%
LA
2508
LexAurum Advisors
Kansas
$309K +$295K +6,489 New
VAS
2509
Valicenti Advisory Services
New York
$309K +$12.3K +271 +4%
OWA
2510
One Wealth Advisors
California
$309K -$35.7K -784 -11%
MTIC
2511
Missouri Trust & Investment Company
Missouri
$308K -$31.9K -700 -10%
FNWM
2512
Financial Network Wealth Management
Utah
$307K – – –
LFG
2513
Lockerman Financial Group
California
$307K +$20.7K +454 +8%
AIM
2514
Avity Investment Management
Connecticut
$306K -$75.8K -1,666 -21%
SFA
2515
Souders Financial Advisors
Ohio
$306K -$745K -16,377 -72%
WLIM
2516
White Lighthouse Investment Management
Massachusetts
$305K -$182 -4 -0.1%
SAM
2517
Security Asset Management
New York
$304K +$273 +6 +0.1%
RCG
2518
Rock Creek Group
District of Columbia
$303K +$46.2K +1,015 +19%
OFG
2519
Oxford Financial Group
Indiana
$303K +$51.5K +1,131 +22%
CA
2520
Corrado Advisors
New Jersey
$303K +$289K +6,360 New
CHAM
2521
Clear Harbor Asset Management
Connecticut
$302K +$15K +330 +5%
SAM
2522
Summit Asset Management
Tennessee
$301K +$46 +1 +0%
C
2523
Certuity
Florida
$301K +$13.9K +306 +5%
MCA
2524
Millennium Capital Advisors
Arkansas
$300K +$228 +5 +0.1%
CIA
2525
Cladis Investment Advisory
Montana
$300K -$33.2K -729 -10%
99 100
101
102 103