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Name Holding Trade Value Shares
Change 		Change in
Stake
XF
1001
XML Financial
Maryland
$280K -$3.78K -78 -1%
FA
1002
Fagan Associates
New York
$279K -$15.8K -327 -4%
FPB
1003
First PREMIER Bank
South Dakota
$279K +$341K +7,030 New
GLLW
1004
Graves Light Lenhart Wealth
Virginia
$278K -$7.37K -152 -2%
IAP
1005
Indie Asset Partners
Indiana
$277K -$71.8K -1,481 -18%
LWM
1006
Laidlaw Wealth Management
New York
$277K -$54.4K -1,122 -14%
DI
1007
Diligent Investors
California
$276K -$29.8K -615 -8%
PP
1008
PFS Partners
New Jersey
$276K – – –
LDFR
1009
Lehman & Derafelo Financial Resources
Pennsylvania
$275K – – –
RC
1010
RBF Capital
California
$275K – – –
DCM
1011
Dupont Capital Management
Delaware
$274K -$53.7K -1,108 -14%
IIC
1012
Integrated Investment Consultants
Michigan
$274K -$2.91K -60 -0.9%
MA
1013
MCF Advisors
Kentucky
$274K +$2.04K +42 +0.6%
PFM
1014
Parsec Financial Management
North Carolina
$273K -$126K -2,597 -27%
SAI
1015
Systematic Alpha Investments
New Jersey
$270K – – –
DBT
1016
Dubuque Bank & Trust
Iowa
$268K -$4.84K -100 -1%
CCM
1017
Crew Capital Management
Ohio
$268K +$13.6K +281 +4%
BOTW
1018
Bank of the West
California
$268K +$328K +6,764 New
TI
1019
Truepoint Inc
Ohio
$266K -$2.71K -56 -0.8%
NFSG
1020
Newbridge Financial Services Group
Florida
$266K -$533 -11 -0.2%
SWA
1021
Stratos Wealth Advisors
Ohio
$266K +$23.3K +481 +8%
GIA
1022
Gladstone Institutional Advisory
Florida
$263K -$55.8K -1,152 -15%
FIM
1023
Freedom Investment Management
Connecticut
$262K +$320K +6,599 New
SWM
1024
Silverlake Wealth Management
Vermont
$261K +$1.45K +30 +0.5%
DAM
1025
Delta Asset Management
Tennessee
$261K -$14.5K -300 -4%
39 40
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