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Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
1451
Zhang Financial
Michigan
$596K +$279K +3,089 +87%
TPWA
1452
TRUE Private Wealth Advisors
Oregon
$596K +$597K +6,626 New
AT
1453
Acadia Trust
Maine
$595K -$17.4K -193 -3%
ECM
1454
EagleClaw Capital Management
Massachusetts
$595K -$9.02K -100 -1%
GKWIM
1455
Gerber Kawasaki Wealth & Investment Management
California
$595K +$597K +6,619 New
ACH
1456
ArrowMark Colorado Holdings
Colorado
$594K – – –
SOAMC
1457
Spirit of America Management Corp
New York
$594K +$234K +2,600 +65%
SIA
1458
Sit Investment Associates
Minnesota
$593K -$27.1K -300 -4%
RVPG
1459
Relative Value Partners Group
$591K – – –
NG
1460
NatWest Group
United Kingdom
$590K -$9.13M -101,286 -94%
CCM
1461
Carderock Capital Management
Maryland
$589K -$601K -6,670 -50%
LOAMS
1462
Lombard Odier Asset Management (Switzerland)
Switzerland
$588K -$244K -2,704 -30%
BWFM
1463
Bridgewater Wealth & Financial Management
Maryland
$588K – – –
PAWC
1464
P.A.W. Capital
Connecticut
$585K – – –
FC
1465
Forte Capital
New York
$582K -$5.41K -60 -0.9%
BIM
1466
Baldwin Investment Management
Pennsylvania
$582K +$180 +2 +0%
CAS
1467
Cue Advisory Services
Arizona
$581K -$4.6K -51 -0.8%
AI
1468
Atria Investments
North Carolina
$578K +$229K +2,545 +57%
PFA
1469
Paradigm Financial Advisors
Missouri
$576K -$33.5K -371 -5%
TFF
1470
The Family Firm
Maryland
$576K -$11.8K -131 -2%
SCM
1471
SOL Capital Management
Maryland
$576K -$5.86K -65 -1%
FFIC
1472
First Fiduciary Investment Counsel
Ohio
$571K -$352K -3,900 -38%
LBC
1473
Lawrence B. Cohen
$568K -$94.7K -1,050 -14%
VC
1474
Vicus Capital
Pennsylvania
$568K -$44K -488 -7%
SAM
1475
Summit Asset Management
Tennessee
$568K +$271 +3 +0%
57 58
59
60 61