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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1401
Sentry Investment Management
Wisconsin
$159K – – –
ZBNA
1402
Zions Bancorporation, National Association
Utah
$156K +$68.1K +311 +83%
EP
1403
Essential Partners
California
$154K +$148K +677 New
1IA
1404
1620 Investment Advisors
Massachusetts
$154K -$1.53K -7 -1%
CH
1405
Cromwell Holdings
Wyoming
$154K – – –
NC
1406
North Capital
Utah
$151K -$25.4K -116 -15%
CYG
1407
Clean Yield Group
Vermont
$149K – – –
MSE
1408
MUFG Securities EMEA
United Kingdom
$148K -$8.4M -38,346 -98%
ST
1409
Smithfield Trust
Pennsylvania
$147K – – –
NSIM
1410
North Star Investment Management
Illinois
$146K -$32.6K -149 -19%
ETC
1411
Exchange Traded Concepts
Oklahoma
$143K +$12K +55 +10%
BCMLT
1412
Beacon Capital Management LLC (Tennessee)
Tennessee
$143K -$5.69K -26 -4%
NS
1413
NBC Securities
Alabama
$141K +$4.6K +21 +3%
LP
1414
LMR Partners
United Kingdom
$140K +$135K +618 New
LFA
1415
Livelsberger Financial Advisory
Ohio
$139K +$134K +613 New
OL
1416
OneFund LLC
Florida
$137K +$132K +602 New
WSC
1417
Wellington Shields & Co
New York
$136K – – –
AWM
1418
Avondale Wealth Management
Texas
$136K +$87.6K +400 +200%
CBT
1419
Crews Bank & Trust
Florida
$131K – – –
BTC
1420
Bank & Trust Company
Illinois
$131K – – –
AF
1421
Alerus Financial
North Dakota
$131K +$126K +575 New
MCM
1422
Manchester Capital Management
Vermont
$130K -$6.57K -30 -5%
SSG
1423
Summit Securities Group
New York
$130K +$102K +466 +444%
CSB
1424
City State Bank
Iowa
$128K – – –
TSMHT
1425
Thurston Springer Miller Herd & Titak
Indiana
$127K -$18K -82 -13%
55 56
57
58 59