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Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
2101
Redwood Investment Management
Arizona
$612K -$672K -2,481 -53%
EIP
2102
Ellis Investment Partners
Pennsylvania
$612K +$813 +3 +0.1%
PFG
2103
Piershale Financial Group
Illinois
$612K +$2.98K +11 +0.5%
SFG
2104
SevenBridge Financial Group
Pennsylvania
$609K -$9.75K -36 -2%
CDIA
2105
Capital Directions Investment Advisors
Georgia
$608K +$94.5K +349 +19%
PAMP
2106
Polar Asset Management Partners
Ontario, Canada
$608K +$593K +2,191 New
CC
2107
Callan Capital
California
$605K – – –
DC
2108
Derby & Company
Massachusetts
$605K +$43.3K +160 +8%
MTC
2109
McDaniel Terry & Co
Texas
$604K -$59.3K -219 -9%
IRC
2110
Investors Research Corp
Georgia
$603K +$37.9K +140 +7%
HCM
2111
HGI Capital Management
New York
$597K -$745K -2,750 -56%
KWA
2112
KCS Wealth Advisory
California
$596K -$75K -277 -11%
BOPW
2113
Brandywine Oak Private Wealth
Pennsylvania
$595K -$3.52K -13 -0.6%
PPG
2114
Peak Planning Group
Colorado
$593K +$578K +2,134 New
MFS
2115
Madrona Financial Services
Washington
$592K +$14.9K +55 +3%
EWF
2116
Epstein & White Financial
California
$592K +$88K +325 +18%
TCB
2117
Texas Capital Bancshares
Texas
$591K -$122K -449 -17%
PFBT
2118
Parkside Financial Bank & Trust
Missouri
$590K -$43.6K -161 -7%
AIA
2119
Arbor Investment Advisors
North Carolina
$589K -$271 -1 -0%
HIM
2120
Hanlon Investment Management
New Jersey
$588K +$196K +724 +52%
BFWA
2121
Benchmark Financial Wealth Advisors
Florida
$585K -$51.7K -191 -8%
PCMC
2122
Paragon Capital Management (Colorado)
Colorado
$585K -$7.04K -26 -1%
FA
2123
Financial Advisors
Massachusetts
$585K – – –
HHGA
2124
Halbert Hargrove Global Advisors
California
$583K -$8.94K -33 -2%
CF
2125
Copperwynd Financial
Arizona
$583K – – –
83 84
85
86 87