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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1101
Marietta Wealth Management
Georgia
$488K +$5.93K +20 +1%
AI
1102
AXS Investments
New York
$487K +$484K +1,631 New
ARMC
1103
American Research & Management Company
Massachusetts
$485K – – –
JIC
1104
Joel Isaacson & Co
New York
$485K +$57.6K +194 +14%
SCM
1105
Schnieders Capital Management
California
$482K +$163K +550 +52%
MAG
1106
MRA Advisory Group
New Jersey
$479K -$65K -219 -12%
PCA
1107
Personal Capital Advisors
California
$478K -$16K -54 -3%
SIA
1108
SeaBridge Investment Advisors
New Jersey
$477K +$47.5K +160 +11%
SAF
1109
Smith Anglin Financial
Texas
$476K +$60.2K +203 +15%
CA
1110
Clearstead Advisors
Ohio
$473K +$10.4K +35 +2%
CIP
1111
Convergence Investment Partners
Florida
$473K +$169K +571 +56%
VWA
1112
Visionary Wealth Advisors
Illinois
$470K -$17.2K -58 -4%
AWM
1113
Altavista Wealth Management
North Carolina
$469K – – –
GC
1114
Garde Capital
Washington
$466K -$2.97K -10 -0.6%
MWM
1115
Madison Wealth Management
Ohio
$463K – – –
SMA
1116
Sage Mountain Advisors
Georgia
$463K +$215K +726 +88%
CFG
1117
Citizens Financial Group
Rhode Island
$462K – – –
FFN
1118
Focus Financial Network
Minnesota
$455K +$51.3K +173 +13%
SYBT
1119
Stock Yards Bank & Trust
Kentucky
$452K – – –
BHWM
1120
Bar Harbor Wealth Management
New Hampshire
$451K – – –
LWCFA
1121
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$448K -$5.04K -17 -1%
FC
1122
FCA Corp
Texas
$448K – – –
CIC
1123
Crawford Investment Counsel
Georgia
$448K +$15.4K +52 +4%
GCC
1124
Game Creek Capital
Massachusetts
$447K -$190K -639 -30%
SIA
1125
SkyView Investment Advisors
New Jersey
$446K – – –
43 44
45
46 47