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Name Holding Trade Value Shares
Change 		Change in
Stake
GSIS
1876
Global Strategic Investment Solutions
Arizona
$618K +$38.8K +422 +7%
EFG
1877
Everhart Financial Group
Ohio
$616K -$33.9K -368 -5%
BWP
1878
Baldwin Wealth Partners
Massachusetts
$613K -$19.3K -210 -3%
SIA
1879
Soltis Investment Advisors
Utah
$613K +$30.7K +334 +6%
SCM
1880
Semanteon Capital Management
Massachusetts
$611K +$584K +6,348 New
WA
1881
WealthTrust Axiom
Pennsylvania
$610K +$14K +152 +2%
CA
1882
Cornerstone Advisory
Maryland
$609K -$103K -1,119 -15%
AIM
1883
Avity Investment Management
Connecticut
$609K – – –
JIR
1884
James Investment Research
Ohio
$608K -$699K -7,599 -55%
SCA
1885
Sippican Capital Advisors
Massachusetts
$607K -$126K -1,369 -18%
PFBT
1886
Parkside Financial Bank & Trust
Missouri
$607K +$96.4K +1,048 +20%
BFG
1887
Berger Financial Group
Minnesota
$607K -$379K -4,115 -39%
RSA
1888
River Street Advisors
Illinois
$607K +$4.69K +51 +0.8%
GSEP
1889
Golden State Equity Partners
California
$607K -$1.84K -20 -0.3%
MPW
1890
MGO Private Wealth
California
$606K -$95.1K -1,034 -14%
LNB
1891
Ledyard National Bank
$606K +$21.6K +235 +4%
SFFS
1892
Stonehage Fleming Financial Services
Jersey
$605K +$92K +1,000 +19%
BIM
1893
Barton Investment Management
Pennsylvania
$605K – – –
BPCE
1894
Bank Pictet & Cie (Europe)
Germany
$603K -$84.6K -920 -13%
ZIM
1895
Zacks Investment Management
Illinois
$603K -$23.8K -259 -4%
TF
1896
Trek Financial
Arizona
$602K +$23K +250 +4%
PIA
1897
Pinion Investment Advisors
Kansas
$602K -$71.3K -775 -11%
FHC
1898
First Heartland Consultants
Missouri
$602K -$6.99K -76 -1%
CG
1899
Corundum Group
Colorado
$601K -$303K -3,295 -35%
PCA
1900
Peddock Capital Advisors
Massachusetts
$600K +$92 +1 +0%
74 75
76
77 78