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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
951
Jacobi Capital Management
Pennsylvania
$4.23M +$41.5K +832 +1%
FSA
952
Financial Security Advisor
Virginia
$4.22M +$11.9K +238 +0.3%
MFG
953
Merit Financial Group
Georgia
$4.22M +$851K +17,050 +24%
ARG
954
Advisory Resource Group
Oklahoma
$4.22M +$713K +14,283 +20%
CT
955
Coastline Trust
Rhode Island
$4.22M -$646K -12,953 -13%
HSA
956
Hussman Strategic Advisors
Maryland
$4.19M – – –
EFM
957
E Fund Management
China
$4.19M +$713K +14,293 +21%
HI
958
Humankind Investments
New York
$4.19M – – –
CT
959
Caldwell Trust
Florida
$4.19M -$82.2K -1,647 -2%
SAM
960
Sompo Asset Management
Japan
$4.16M +$1.12M +22,350 +37%
ACP
961
Aviance Capital Partners
Florida
$4.16M +$322K +6,454 +8%
CW
962
CreativeOne Wealth
Kansas
$4.15M +$2.31M +46,227 +125%
AF
963
Arrow Financial
New York
$4.14M -$216K -4,336 -5%
LOAME
964
Lombard Odier Asset Management (Europe)
United Kingdom
$4.13M -$683K -13,686 -14%
BE
965
Bonness Enterprises
District of Columbia
$4.13M – – –
AAS
966
Annex Advisory Services
Wisconsin
$4.09M -$1.51M -30,232 -27%
CCP
967
Clarkston Capital Partners
Michigan
$4.07M -$79.7K -1,597 -2%
WAM
968
Wolverine Asset Management
Illinois
$4.04M -$5.26M -105,409 -57%
O
969
Ossiam
France
$4.04M -$1.22M -24,386 -23%
HAG
970
HighPoint Advisor Group
Illinois
$4.02M -$137K -2,745 -3%
CFMC
971
Curbstone Financial Management Corp
New Hampshire
$4.01M +$9.98K +200 +0.2%
WI
972
Wahed Invest
New York
$4M +$546K +10,950 +16%
ZIG
973
Zurich Insurance Group
Switzerland
$3.98M – – –
PWMAG
974
Pinnacle Wealth Management Advisory Group
New Jersey
$3.97M -$161K -3,220 -4%
CWS
975
Confluence Wealth Services
Pennsylvania
$3.96M +$141K +2,836 +4%
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