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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2076
Curi Wealth Management
North Carolina
$542K -$74.8K -782 -11%
KTA
2077
Keeley-Teton Advisors
Illinois
$540K – – –
NL
2078
Navalign LLC
California
$539K -$157K -1,641 -21%
DIM
2079
Delta Investment Management
California
$538K +$18.7K +195 +3%
DA
2080
Detalus Advisors
Missouri
$538K -$61.5K -643 -9%
PAI
2081
Pittenger & Anderson Inc
Nebraska
$537K -$20.8K -217 -3%
FPF
2082
First Pacific Financial
Washington
$537K +$32.3K +338 +6%
BAM
2083
Beaumont Asset Management
Texas
$537K +$591K +6,178 New
BEC
2084
Blue Edge Capital
Virginia
$536K -$1.21M -12,647 -67%
TCBWMS
2085
Texas Capital Bank Wealth Management Services
Texas
$535K -$36.3K -379 -6%
WAM
2086
WNY Asset Management
New York
$535K -$72.6K -759 -11%
HCM
2087
Hall Capital Management
Rhode Island
$534K -$346K -3,613 -37%
CIC
2088
Crawford Investment Counsel
Georgia
$534K -$358K -3,745 -38%
AA
2089
Aire Advisors
California
$533K -$23.1K -242 -4%
PFC
2090
Phocas Financial Corp
California
$533K -$85.6K -895 -13%
SAM
2091
Stansberry Asset Management
Texas
$532K -$11.2M -116,883 -95%
FBT
2092
First Bankers Trust
Kentucky
$532K -$11K -115 -2%
MWA
2093
Monograph Wealth Advisors
California
$532K +$186K +1,944 +47%
CI
2094
Cavalier Investments
Georgia
$530K -$37.5K -392 -6%
HIC
2095
Harvey Investment Company
Kentucky
$529K – – –
WSCM
2096
Wellington Shields Capital Management
New York
$529K +$2.87K +30 +0.5%
KCM
2097
KRS Capital Management
Michigan
$529K +$20.6K +215 +4%
AIM
2098
Alhambra Investment Management
Florida
$525K +$16.3K +170 +3%
SIG
2099
Spinnaker Investment Group
California
$524K +$62.4K +652 +12%
AWG
2100
Altus Wealth Group
Colorado
$523K +$43.6K +456 +8%
82 83
84
85 86