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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1101
Boltwood Capital Management
California
$381K +$471K +1,736 New
GF
1102
Gabelli Funds
New York
$378K – – –
KM
1103
Kalos Management
Georgia
$377K +$74.4K +274 +22%
LSA
1104
Lion Street Advisors
Texas
$377K +$467K +1,720 New
GFS
1105
GYL Financial Synergies
Connecticut
$374K +$2.71K +10 +0.6%
EA
1106
Elm Advisors
California
$373K – – –
MJRIC
1107
Mogy Joel R Investment Counsel
California
$373K – – –
IC
1108
Inscription Capital
Texas
$373K +$461K +1,700 New
SC
1109
SouthState Corp
Florida
$371K – – –
SBH
1110
Segall Bryant & Hamill
Illinois
$371K +$122K +449 +36%
PIM
1111
Profit Investment Management
Maryland
$369K – – –
SCM
1112
Shelton Capital Management
Colorado
$368K -$2.39M -8,800 -84%
MWM
1113
Mission Wealth Management
California
$366K -$15.7K -58 -3%
SG
1114
StoneX Group
New York
$364K -$16.6K -61 -4%
SCM
1115
Stevens Capital Management
Pennsylvania
$364K +$450K +1,659 New
BFA
1116
Bragg Financial Advisors
North Carolina
$359K -$4.07K -15 -0.9%
JIC
1117
Joel Isaacson & Co
New York
$357K – – –
CF
1118
Centaurus Financial
California
$356K -$52.4K -193 -11%
MCA
1119
Magnolia Capital Advisors
Mississippi
$356K +$71.4K +263 +19%
MWM
1120
Marietta Wealth Management
Georgia
$355K -$5.43K -20 -1%
SCM
1121
Schnieders Capital Management
California
$355K +$543 +2 +0.1%
ARMC
1122
American Research & Management Company
Massachusetts
$354K -$2.71K -10 -0.6%
WP
1123
WealthSource Partners
California
$354K +$175K +645 +67%
HCP
1124
Hexagon Capital Partners
Arkansas
$352K +$186K +686 +75%
RIA
1125
Regal Investment Advisors
Michigan
$351K -$33.1K -122 -7%
43 44
45
46 47