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Name Holding Trade Value Shares
Change 		Change in
Stake
BDWM
976
Brewin Dolphin Wealth Management
Ireland
$658K – – –
TCA
977
Transcend Capital Advisors
New Jersey
$654K -$71.9K -279 -11%
TMAM
978
Tokio Marine Asset Management
Japan
$654K +$175K +678 +42%
TIA
979
Tiemann Investment Advisors
California
$643K – – –
DIM
980
Delta Investment Management
California
$641K -$2.59M -10,064 -82%
BAM
981
Berkshire Asset Management
Pennsylvania
$639K – – –
EF
982
Empirical Finance
Pennsylvania
$637K – – –
HAG
983
HighPoint Advisor Group
Illinois
$633K +$26.5K +103 +5%
CQS
984
Credential Qtrade Securities
$631K +$181K +702 +46%
SIM
985
Sentry Investment Management
Wisconsin
$631K -$3.34M -12,960 -85%
PFGIA
986
Patriot Financial Group Insurance Agency
Massachusetts
$630K +$38.4K +149 +7%
NCM
987
New Capital Management
Texas
$626K – – –
WSTAM
988
Wilbanks Smith & Thomas Asset Management
Virginia
$626K – – –
SIA
989
Strategic Investment Advisors
Michigan
$620K +$563K +2,184 New
BC
990
Bridgefront Capital
Texas
$619K -$469K -1,822 -46%
ALAM
991
Asahi Life Asset Management
Japan
$616K +$30.9K +120 +6%
GCC
992
Game Creek Capital
Massachusetts
$608K -$60.8K -236 -10%
SSWG
993
Seven Springs Wealth Group
Tennessee
$607K -$1.03K -4 -0.2%
NIM
994
Northeast Investment Management
Massachusetts
$600K – – –
SIC
995
Schwartz Investment Counsel
Michigan
$596K -$51.5K -200 -9%
GVAG
996
Great Valley Advisor Group
Delaware
$594K -$43.3K -168 -7%
PCM
997
Parsons Capital Management
Rhode Island
$589K -$3.09K -12 -0.6%
AAS
998
Annex Advisory Services
Wisconsin
$587K +$307K +1,193 +137%
PI
999
Pettee Investors
Connecticut
$585K +$249K +965 +88%
HA
1000
Hamel Associates
New Jersey
$584K – – –
38 39
40
41 42