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Name Holding Trade Value Shares
Change 		Change in
Stake
NEI
2651
Northwest & Ethical Investments
Ontario, Canada
$450K +$468K +1,526 New
BEW
2652
Burton Enright Welch
California
$450K +$41.4K +135 +10%
SFP
2653
Sandbox Financial Partners
Maryland
$450K +$8.89K +29 +2%
FP
2654
Foundry Partners
Minnesota
$450K – – –
GAM
2655
Garrison Asset Management
Arkansas
$448K +$128K +419 +38%
ESCM
2656
Echo Street Capital Management
New York
$448K +$465K +1,518 New
OCM
2657
Objective Capital Management
Ohio
$447K +$15.9K +52 +4%
OCM
2658
Orion Capital Management
California
$447K – – –
PIAS
2659
PCA Investment Advisory Services
Ohio
$446K +$463K +1,510 New
RRWA
2660
Rainey & Randall Wealth Advisors
Florida
$445K +$2.15K +7 +0.5%
RPCA
2661
Running Point Capital Advisors
California
$445K +$1.53K +5 +0.3%
BAM
2662
Brave Asset Management
New Jersey
$444K – – –
PCM
2663
Princeton Capital Management
New Jersey
$443K +$307 +1 +0.1%
PFA
2664
Plotkin Financial Advisors
Maryland
$442K – – –
LA
2665
Lynch & Associates
Indiana
$441K – – –
VCM
2666
Vision Capital Management
Oregon
$440K -$31K -101 -6%
F4L
2667
Fortune 45 LLC
Louisiana
$440K +$10.4K +34 +2%
LFA
2668
Landmark Financial Advisors
Kentucky
$439K +$11.3K +37 +3%
PM
2669
Phraction Management
Connecticut
$439K +$165K +537 +57%
TBNY
2670
Trustco Bank (New York)
New York
$438K – – –
MWM
2671
Madison Wealth Management
Ohio
$438K -$613 -2 -0.1%
FAFN
2672
First Affirmative Financial Network
Colorado
$437K -$12K -39 -3%
OLA
2673
Oliver Luxxe Assets
New Jersey
$436K – – –
BWA
2674
Burt Wealth Advisors
Maryland
$435K +$3.99K +13 +0.9%
B
2675
Bellecapital
Switzerland
$435K +$117K +380 +35%
105 106
107
108 109