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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1551
Elmwood Wealth Management
California
$1.2M +$11.2K +117 +0.9%
DI
1552
DAGCO Inc
Ohio
$1.2M -$122K -1,276 -8%
AWM
1553
Avitas Wealth Management
California
$1.2M -$620K -6,484 -32%
TIM
1554
Tevis Investment Management
Texas
$1.2M -$38.5K -402 -3%
GCM
1555
Geneva Capital Management
Wisconsin
$1.19M -$213K -2,230 -14%
CD
1556
Chapin Davis
Maryland
$1.19M +$1.31M +13,699 New
NFG
1557
Nations Financial Group
Iowa
$1.18M -$2.01K -21 -0.2%
MC
1558
Martin & Co
Tennessee
$1.18M +$33.4K +349 +3%
MJP
1559
Michael J. Puzo
$1.18M -$3.22M -33,682 -71%
NFSG
1560
Newbridge Financial Services Group
Florida
$1.18M -$129K -1,345 -9%
AC
1561
Annandale Capital
Texas
$1.17M -$14.2K -148 -1%
SS
1562
Simplicity Solutions
Minnesota
$1.17M -$510K -5,334 -28%
WHG
1563
Westwood Holdings Group
Texas
$1.17M -$716K -7,486 -36%
AWS
1564
AJ Wealth Strategies
New York
$1.17M +$134K +1,402 +12%
APP
1565
Avantax Planning Partners
Iowa
$1.16M -$109K -1,137 -8%
NDSI
1566
Newman Dignan & Sheerar Inc
Rhode Island
$1.16M -$168K -1,760 -12%
AC
1567
AXQ Capital
New Jersey
$1.16M +$1.28M +13,362 New
SWK
1568
Stephen W. Kidder
$1.16M -$2.56M -26,795 -67%
BCM
1569
BlueCrest Capital Management
Jersey
$1.16M +$337K +3,520 +36%
IC
1570
Inscription Capital
Texas
$1.16M -$141K -1,477 -10%
CGL
1571
Clarius Group LLC
Washington
$1.15M -$377K -3,942 -23%
SAG
1572
SageView Advisory Group
California
$1.15M +$1.26M +13,219 New
CCM
1573
Cox Capital Management
Massachusetts
$1.15M +$1.26M +13,210 New
TMC
1574
Trellus Management Company
Florida
$1.15M – – –
DIA
1575
Dean Investment Associates
Ohio
$1.14M -$161K -1,687 -11%
61 62
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