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Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
1401
New England Research & Management
Illinois
$642K +$178K +1,158 +42%
PFBT
1402
Parkside Financial Bank & Trust
Missouri
$641K -$1.53K -10 -0.3%
FANJ
1403
Financial Architects (New Jersey)
New Jersey
$641K – – –
GHA
1404
Garcia Hamilton & Associates
Texas
$640K -$873K -5,696 -59%
EWA
1405
Exencial Wealth Advisors
Oklahoma
$639K +$10.3K +67 +2%
HIIFS
1406
Harel Insurance Investments & Financial Services
Israel
$639K +$195K +1,273 +48%
CANY
1407
Caxton Associates (New York)
New York
$638K -$9.26M -60,400 -94%
SXL
1408
Summit X LLC
Missouri
$633K +$16.1K +105 +3%
SS
1409
Sunbelt Securities
Texas
$632K +$84.9K +554 +17%
PWAG
1410
Polaris Wealth Advisory Group
California
$632K +$112K +731 +23%
GRP
1411
Global Retirement Partners
California
$632K +$125K +815 +27%
SCP
1412
Sandhill Capital Partners
New York
$631K -$26.5K -173 -4%
KM
1413
Kalos Management
Georgia
$631K +$224K +1,462 +61%
PBO
1414
Peoples Bank (Ohio)
Ohio
$628K -$11.5K -75 -2%
NDSI
1415
Newman Dignan & Sheerar Inc
Rhode Island
$626K +$15.6K +102 +3%
HCP
1416
Holt Capital Partners
Texas
$622K -$30.7K -200 -5%
RC
1417
Roundview Capital
New Jersey
$622K -$7.67K -50 -1%
DIA
1418
Davidson Investment Advisors
Montana
$622K +$19.2K +125 +3%
AW
1419
Alpha Windward
Massachusetts
$618K -$88.8K -579 -13%
CIS
1420
Connors Investor Services
Pennsylvania
$616K – – –
BFIM
1421
Beese Fulmer Investment Management
Ohio
$616K +$5.06K +33 +0.9%
BW
1422
Biegel & Waller
Maryland
$613K -$102K -662 -15%
NEPWA
1423
New England Private Wealth Advisors
Massachusetts
$612K +$57.5K +375 +11%
BWM
1424
BigSur Wealth Management
Florida
$611K +$28.5K +186 +5%
CTI
1425
Community Trust & Investment
Kentucky
$610K -$50.3K -328 -8%
55 56
57
58 59