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Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
1376
Juncture Wealth Strategies
Arizona
$879K -$49.7K -1,562 -6%
PCMC
1377
Paragon Capital Management (Colorado)
Colorado
$870K +$96.4K +3,028 +13%
FM
1378
Forward Management
California
$869K +$823K +25,850 New
FDS
1379
First Dallas Securities
Texas
$861K -$233K -7,321 -22%
NRS
1380
Neville Rodie & Shaw
New York
$860K – – –
PFO
1381
Pathstone Family Office
New Jersey
$853K -$241K -7,563 -23%
MIC
1382
Meridian Investment Counsel
California
$853K +$6.65K +209 +0.8%
DWA
1383
Douglass Winthrop Advisors
New York
$852K -$26.5K -831 -3%
SS
1384
Simplicity Solutions
Minnesota
$851K -$888K -27,899 -52%
SIC
1385
SFE Investment Counsel
California
$850K +$47K +1,475 +6%
FHA
1386
Flagship Harbor Advisors
Massachusetts
$849K +$34.1K +1,070 +4%
CIM
1387
CIM Investment Management
Pennsylvania
$847K -$35.5K -1,114 -4%
BPB
1388
Badgley, Phelps & Bell
Washington
$845K +$62.8K +1,974 +9%
BAM
1389
Brave Asset Management
New Jersey
$843K -$101K -3,184 -11%
KFA
1390
Kelleher Financial Advisors
New York
$841K -$34.7K -1,091 -4%
EGA
1391
E&G Advisors
Texas
$839K -$7.96K -250 -1%
JFA
1392
JNBA Financial Advisors
Minnesota
$833K +$31.8K +1,000 +4%
TPWA
1393
TRUE Private Wealth Advisors
Oregon
$831K +$17.1K +537 +2%
TW
1394
Transform Wealth
Colorado
$830K +$786K +24,679 New
CPIG
1395
Chicago Partners Investment Group
Illinois
$820K -$557K -17,510 -42%
JGUA
1396
John G. Ullman & Associates
New York
$818K – – –
HJA
1397
Hugh Johnson Advisors
New York
$817K +$471K +14,810 +156%
BSB
1398
Bangor Savings Bank
Maine
$813K +$111K +3,489 +17%
WSCM
1399
Wellington Shields Capital Management
New York
$809K -$589K -18,500 -43%
IP
1400
Investment Partners
Ohio
$809K +$56.9K +1,787 +8%
54 55
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57 58