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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2551
Vision Capital Management
Oregon
$641K +$60.4K +400 +11%
MCM
2552
Mattern Capital Management
Colorado
$639K +$347K +2,301 +132%
BCFD
2553
Boit C.F. David
$639K – – –
GSCM
2554
Greenfield Seitz Capital Management
Texas
$638K – – –
RLIM
2555
Red Lighthouse Investment Management
New York
$638K +$1.66K +11 +0.3%
SAM
2556
Summit Asset Management
Tennessee
$637K +$11.6K +77 +2%
CIA
2557
Cladis Investment Advisory
Montana
$636K +$36.4K +241 +6%
GAM
2558
Gemmer Asset Management
California
$636K -$149K -990 -20%
SFP
2559
Shepherd Financial Partners
Massachusetts
$635K +$178K +1,178 +41%
SCM
2560
Saxony Capital Management
Missouri
$635K +$4.53K +30 +0.8%
SCI
2561
Silver Coast Investments
United States
$634K -$3.77K -25 -0.6%
OMC
2562
Overbrook Management Corp
New York
$632K -$154K -1,020 -20%
ACM
2563
Arosa Capital Management
Florida
$631K +$604K +4,000 New
DC
2564
Defender Capital
North Carolina
$631K +$604K +4,000 New
SSWM
2565
Strait & Sound Wealth Management
California
$630K +$14.9K +99 +3%
JBA
2566
Johnson Bixby & Associates
Washington
$630K +$254K +1,685 +73%
PGF
2567
Plan Group Financial
Oklahoma
$630K +$190K +1,261 +46%
CFSG
2568
Clark Financial Services Group
Missouri
$629K -$11.5K -76 -2%
HAS
2569
HBW Advisory Services
California
$629K – – –
WAG
2570
Winthrop Advisory Group
Massachusetts
$629K -$67.3K -446 -10%
SFSG
2571
Sound Financial Strategies Group
Mississippi
$627K -$26.1K -173 -4%
FFA
2572
Florida Financial Advisors
Florida
$625K +$81.9K +543 +16%
VH
2573
Visionary Horizons
Tennessee
$624K +$7.54K +50 +1%
TAM
2574
Trillium Asset Management
Massachusetts
$623K -$76.1K -504 -11%
AGA
2575
Accuvest Global Advisors
Utah
$623K +$144K +953 +32%
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