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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1226
Trilogy Capital
California
$449K +$451K +6,200 New
NVIM
1227
New Vernon Investment Management
Illinois
$448K – – –
PCM
1228
Pointe Capital Management
Michigan
$447K -$8.14K -112 -2%
RI
1229
Ridgewood Investments
New Jersey
$447K +$36.7K +505 +9%
SIA
1230
Starfire Investment Advisers
Michigan
$447K +$448K +6,163 New
GI
1231
Glovista Investments
New Jersey
$446K – – –
HIM
1232
Hillsdale Investment Management
Ontario, Canada
$443K +$443K +6,100 New
GAM
1233
Gould Asset Management
California
$441K +$72.7K +1,000 +20%
BWM
1234
Buckley Wealth Management
Nevada
$439K +$441K +6,059 New
4IG
1235
440 Investment Group
Kansas
$438K -$19.3K -265 -4%
BAM
1236
Berkshire Asset Management
Pennsylvania
$438K +$47.8K +657 +12%
FMWA
1237
Forvis Mazars Wealth Advisors
Missouri
$437K -$72.2K -993 -14%
ID
1238
Integral Derivatives
New York
$435K -$285K -3,919 -40%
TMAM
1239
Tokio Marine Asset Management
Japan
$427K -$127K -1,743 -23%
PMFA
1240
Plante Moran Financial Advisors
Michigan
$427K +$33K +454 +8%
TF
1241
TLWM Financial
Texas
$421K +$422K +5,810 New
BC
1242
Banced Corp
Illinois
$420K +$23K +316 +6%
FIAS
1243
FinTrust Investment Advisory Services
South Carolina
$419K +$727 +10 +0.2%
LIM
1244
Leavell Investment Management
Alabama
$417K – – –
QCMC
1245
Quantum Capital Management (California)
California
$415K -$372K -5,118 -47%
MWAC
1246
Mariner Wealth Advisors (Cincinnati)
Ohio
$413K +$69.3K +953 +20%
GRP
1247
Global Retirement Partners
California
$412K +$48.3K +664 +13%
WIC
1248
Whitegate Investment Counselors
New Hampshire
$411K -$196K -2,700 -32%
SWM
1249
SeaCrest Wealth Management
New York
$411K +$412K +5,670 New
WF
1250
WealthTrust Fairport
Ohio
$410K -$73 -1 -0%
48 49
50
51 52