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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2876
Blume Capital Management
California
$610K – – –
RFS
2877
Richardson Financial Services
Massachusetts
$609K +$23.3K +223 +4%
SCM
2878
Spreng Capital Management
Ohio
$609K +$34.2K +327 +7%
MF
2879
Montis Financial
Massachusetts
$609K +$30K +287 +6%
MCM
2880
Marathon Capital Management
Maryland
$608K -$106K -1,014 -16%
GAA
2881
Global Assets Advisory
Florida
$607K +$73.2K +700 +16%
SWM
2882
Sentinel Wealth Management
Virginia
$607K – – –
JE
2883
JMAC Enterprises
Pennsylvania
$606K -$12.4K -119 -2%
NPT
2884
Nixon Peabody Trust
Massachusetts
$605K -$1.36K -13 -0.3%
CIM
2885
Catalyst Investment Management
New Hampshire
$604K +$5.44K +52 +1%
GWI
2886
Grace & White Inc
New York
$604K – – –
AWMM
2887
Aegis Wealth Management (Maryland)
Maryland
$604K +$537K +5,138 New
LWA
2888
Legacy Wealth Advisors
Florida
$603K +$225K +2,149 +72%
AW
2889
Alaethes Wealth
Nevada
$601K +$20.9K +200 +4%
PHIC
2890
Pine Haven Investment Counsel
Massachusetts
$601K – – –
OWA
2891
Octavia Wealth Advisors
Ohio
$601K -$21.4K -205 -4%
HI
2892
Human Investing
Oregon
$601K +$8.99K +86 +2%
SIC
2893
Sage Investment Counsel
Tennessee
$600K -$81.9K -783 -13%
SIG
2894
Spinnaker Investment Group
California
$599K +$47.7K +456 +10%
EFP
2895
Elser Financial Planning
Indiana
$598K +$13.3K +127 +3%
MAG
2896
M3 Advisory Group
Massachusetts
$598K +$20.3K +194 +4%
BIM
2897
Barton Investment Management
Pennsylvania
$597K – – –
BW
2898
Bravera Wealth
North Dakota
$595K -$26.6K -254 -5%
CPA
2899
Capital Performance Advisors
California
$595K -$548K -5,241 -51%
SLG
2900
Sanchez Levi Garrett
$594K +$15.1K +144 +3%
114 115
116
117 118