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Name Holding Trade Value Shares
Change 		Change in
Stake
IEFM
851
IQ EQ Fund Management
Ireland
$223K -$318K -4,457 -57%
LWCFA
852
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$223K -$6.57K -92 -3%
HPWM
853
Highland Private Wealth Management
Washington
$222K -$1.14K -16 -0.5%
XS
854
XR Securities
Illinois
$222K +$238K +3,334 New
MIM
855
Meixler Investment Management
Arizona
$222K +$239K +3,342 New
GWM
856
Geneos Wealth Management
Colorado
$220K -$206K -2,893 -47%
ECM
857
Evergreen Capital Management
Washington
$219K -$8.14K -114 -3%
MIM
858
Meridiem Investment Management
United Kingdom
$218K – – –
AWA
859
Aaron Wealth Advisors
Illinois
$216K +$17.1K +240 +8%
SDAM
860
Shulman DeMeo Asset Management
New York
$215K -$40.5K -567 -15%
AWS
861
Arkfeld Wealth Strategies
Nebraska
$215K – – –
CWP
862
Concord Wealth Partners
Virginia
$215K +$28.8K +403 +14%
AG
863
AIA Group
Hong Kong
$214K -$65.4K -917 -22%
CBN
864
Cadence Bank NA
Texas
$214K -$2.93K -41 -1%
FWIA
865
Fort Washington Investment Advisors
Ohio
$213K – – –
FFM
866
Forum Financial Management
Illinois
$213K +$228K +3,201 New
BC
867
Burney Company
Virginia
$212K -$7.85K -110 -3%
HA
868
Herold Advisors
New York
$212K – – –
HPC
869
HM Payson & Co
Maine
$211K – – –
CT
870
Columbia Trust
Oregon
$209K – – –
TAM
871
Townsend Asset Management
North Carolina
$209K – – –
PWPS
872
Pinnacle Wealth Planning Services
Ohio
$209K +$225K +3,148 New
AWM
873
Apollon Wealth Management
South Carolina
$208K +$223K +3,127 New
MCCP
874
Mission Creek Capital Partners
California
$207K -$17.8K -250 -7%
BW
875
Bison Wealth
Georgia
$207K – – –
33 34
35
36 37