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Name Holding Trade Value Shares
Change 		Change in
Stake
YIH
1501
Y-Intercept (HK)
Hong Kong
$848K +$880K +8,381 New
PCM
1502
Prana Capital Management
Connecticut
$846K +$879K +8,363 New
NIC
1503
Northwest Investment Counselors
Oregon
$845K -$105 -1 -0%
PWPS
1504
Pinnacle Wealth Planning Services
Ohio
$843K -$10.9K -104 -1%
JDR
1505
Jay D. Rosenbaum
$841K +$21.6K +206 +3%
MAA
1506
Mraz Amerine & Associates
California
$840K – – –
AC
1507
Abbrea Capital
California
$839K +$10.5K +100 +1%
MMPW
1508
Mitchell McLeod Pugh & Williams
Alabama
$837K -$81.1K -772 -9%
CBB
1509
Citizens Business Bank
California
$837K +$17.3K +165 +2%
TWM
1510
TriaGen Wealth Management
California
$835K +$577K +5,497 +200%
WPC
1511
Wedmont Private Capital
Pennsylvania
$832K +$280K +2,664 +47%
AW
1512
Alaethes Wealth
Nevada
$828K +$850K +8,089 +8,515%
PA
1513
Procyon Advisors
Connecticut
$827K +$569K +5,416 +196%
WG
1514
Winton Group
United Kingdom
$826K -$1.02M -9,706 -54%
SF
1515
Symphony Financial
Texas
$826K -$2.73K -26 -0.3%
NVIM
1516
New Vernon Investment Management
Illinois
$826K – – –
VCM
1517
Virtue Capital Management
Tennessee
$825K +$70.1K +667 +9%
APC
1518
Aspire Private Capital
North Carolina
$824K -$19.6K -187 -2%
GAG
1519
GM Advisory Group
New York
$822K -$642K -6,108 -43%
LIM
1520
Longfellow Investment Management
Massachusetts
$819K -$436K -4,151 -34%
PCS
1521
Personal CFO Solutions
New Jersey
$819K +$88.8K +845 +12%
HBW
1522
Hazlett, Burt & Watson
West Virginia
$819K +$851K +8,099 New
LSA
1523
Lion Street Advisors
Texas
$817K – – –
EW
1524
Element Wealth
Mississippi
$817K +$9.66K +92 +1%
BOPW
1525
Brandywine Oak Private Wealth
Pennsylvania
$809K +$945 +9 +0.1%
59 60
61
62 63