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Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
2401
Abacus Wealth Partners
California
$429K -$69.6K -1,218 -15%
PO
2402
Private Ocean
California
$429K +$2.86K +50 +0.7%
CIC
2403
Chase Investment Counsel
Virginia
$428K +$3.2K +56 +0.8%
VBCG
2404
Valley Brook Capital Group
Pennsylvania
$427K -$28.5K -498 -7%
XS
2405
XR Securities
Illinois
$427K +$385K +6,735 New
LI
2406
Lafayette Investments
Maryland
$426K -$71.4K -1,250 -16%
SMH
2407
Sanders Morris Harris
Texas
$426K -$57.1K -1,000 -13%
RW
2408
REDW Wealth
New Mexico
$426K +$13.3K +232 +4%
TIM
2409
Total Investment Management
Arizona
$426K +$30.5K +534 +9%
APF
2410
Alaska Permanent Fund
Alaska
$425K +$436K +7,639 New
AA
2411
Advisory Alpha
Michigan
$424K +$3.31K +58 +0.9%
HR
2412
Howe & Rusling
New York
$424K +$10.2K +178 +3%
CWMGP
2413
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$424K +$382K +6,693 New
CIA
2414
Cladis Investment Advisory
Montana
$423K +$381K +6,676 New
TCM
2415
Towercrest Capital Management
Pennsylvania
$423K – – –
BEAM
2416
Baker Ellis Asset Management
Washington
$421K – – –
RCG
2417
Rock Creek Group
District of Columbia
$421K +$49.1K +859 +15%
FWM
2418
Fingerlakes Wealth Management
New York
$421K +$380K +6,654 New
TAM
2419
Todd Asset Management
Kentucky
$420K -$19.2K -336 -5%
CFN
2420
Cordasco Financial Network
Florida
$420K -$8.06K -141 -2%
WCA
2421
Waypoint Capital Advisors
Minnesota
$420K +$379K +6,625 New
MHR
2422
Matthew Hamilton Rosenberg
$419K +$28.9K +505 +8%
T
2423
TRUADVICE
Florida
$418K +$9.88K +173 +2%
GWM
2424
Gitterman Wealth Management
New Jersey
$418K +$34.9K +611 +10%
EFG
2425
Everhart Financial Group
Ohio
$417K +$56K +981 +18%
95 96
97
98 99