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Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
2726
White Pine Capital
Minnesota
$348K -$16.5K -56 -4%
CFD
2727
Creative Financial Designs
Indiana
$347K -$6.79K -23 -2%
DBIA
2728
Dumont & Blake Investment Advisors
New Jersey
$347K +$6.79K +23 +2%
SIA
2729
Soltis Investment Advisors
Utah
$346K -$79.7K -270 -18%
SGI
2730
Summit Global Investments
Utah
$346K +$590 +2 +0.2%
PO
2731
Private Ocean
California
$346K +$18.6K +63 +5%
MAC
2732
Mason & Associates (California)
California
$345K – – –
EC
2733
EdgeRock Capital
Colorado
$344K +$7.97K +27 +2%
MIAS
2734
Mason Investment Advisory Services
Virginia
$344K +$3.54K +12 +1%
SEIA
2735
Signature Estate & Investment Advisors
California
$343K -$16.8K -57 -4%
RPCA
2736
Running Point Capital Advisors
California
$343K -$8.86K -30 -2%
JBA
2737
Johnson Bixby & Associates
Washington
$342K -$31.6K -107 -8%
NCM
2738
Northwest Capital Management
Oregon
$341K +$295 +1 +0.1%
SFA
2739
Source Financial Advisors
New York
$341K +$10.3K +35 +3%
WAOI
2740
Wealth Advisors of Iowa
Iowa
$339K -$667K -2,258 -65%
HCMG
2741
Howard Capital Management Group
California
$339K – – –
FNBSF
2742
First National Bank Sioux Falls
South Dakota
$338K – – –
MCM
2743
McMillion Capital Management
North Carolina
$338K – – –
CM
2744
Caption Management
Oklahoma
$338K +$362K +1,225 New
AWA
2745
Alaska Wealth Advisors
Alaska
$337K +$360K +1,220 New
CCA
2746
Cadent Capital Advisors
Oklahoma
$335K -$895K -3,032 -71%
BCM
2747
Bienville Capital Management
New York
$335K -$12.4K -42 -3%
CCA
2748
Conestoga Capital Advisors
Pennsylvania
$335K – – –
TP
2749
Truvvo Partners
New York
$335K +$2.66K +9 +0.7%
OPTFSNA
2750
Old Point Trust & Financial Services N A
Virginia
$335K +$37.8K +128 +12%
108 109
110
111 112