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Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
2626
PGIM Custom Harvest
New Jersey
$319K – – –
SA
2627
Sicart Associates
New York
$319K – – –
TSS
2628
Thomas Story & Son
Indiana
$319K – – –
MFM
2629
MD Financial Management
Ontario, Canada
$317K -$2.72M -8,559 -90%
LC
2630
Landaas & Company
Wisconsin
$316K -$74.1K -233 -19%
DCM
2631
Driehaus Capital Management
Illinois
$316K +$25.4K +80 +9%
SFS
2632
Summit Financial Strategies
Ohio
$316K +$79.8K +251 +34%
NC
2633
NinePointTwo Capital
California
$315K – – –
CWA
2634
Clearview Wealth Advisors
Oregon
$313K +$14.6K +46 +5%
PCM
2635
Pointe Capital Management
Michigan
$312K – – –
PWA
2636
Physician Wealth Advisors
Utah
$311K +$12.4K +39 +4%
ML
2637
McAdam LLC
Pennsylvania
$311K +$21.3K +67 +8%
DAC
2638
Dividend Assets Capital
South Carolina
$310K -$51.5K -162 -14%
DI
2639
DFPG Investments
Utah
$309K -$36.6K -115 -11%
CAN
2640
Claraphi Advisory Network
United States
$309K – – –
CPIA
2641
Cornell Pochily Investment Advisors
New York
$309K +$32.1K +101 +12%
LRIA
2642
Leonard Rickey Investment Advisors
Washington
$308K -$88.4K -278 -23%
SFS
2643
Strategic Financial Services
New York
$308K -$5.41K -17 -2%
SAG
2644
Spotlight Asset Group
Illinois
$306K -$329K -1,034 -52%
BA
2645
Bridge Advisory
California
$305K +$954 +3 +0.3%
FMP
2646
Financial Management Professionals
Texas
$305K +$43.9K +138 +17%
BBL
2647
Beck Bode LLC
Massachusetts
$305K +$80.5K +253 +36%
SPWG
2648
Sage Private Wealth Group
Illinois
$304K -$954 -3 -0.3%
PIA
2649
Powell Investment Advisors
Florida
$304K – – –
MWM
2650
Mascoma Wealth Management
New Hampshire
$304K +$21.6K +68 +8%
104 105
106
107 108