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Name Holding Trade Value Shares
Change 		Change in
Stake
RICHC
2226
Renaissance Investment Consultants Holding Company
Pennsylvania
$413K +$1.37K +6 +0.4%
GSIS
2227
Global Strategic Investment Solutions
Arizona
$412K – – –
FPGK
2228
Financial Partners Group (Kansas)
Kansas
$412K +$1.37K +6 +0.4%
MCM
2229
Marathon Capital Management
Maryland
$410K -$22.9K -100 -6%
M
2230
Mirova
France
$410K -$8.01K -35 -2%
TBNY
2231
Trustco Bank (New York)
New York
$410K – – –
WFG
2232
Wills Financial Group
Virginia
$410K +$229 +1 +0.1%
CSPIA
2233
Cary Street Partners Investment Advisory
Virginia
$410K +$66.4K +290 +22%
F
2234
F3Logic
Minnesota
$409K +$106K +464 +40%
MCA
2235
Magnolia Capital Advisors
Mississippi
$407K -$43K -188 -10%
BA
2236
Ballast Advisors
Minnesota
$407K +$96.8K +423 +35%
CCMT
2237
CMT Capital Markets Trading
Germany
$407K +$372K +1,624 New
WC
2238
Weil Company
California
$406K -$14K -61 -4%
GEM
2239
Global Endowment Management
North Carolina
$406K – – –
BAM
2240
Bellevue Asset Management
Washington
$404K – – –
FWCM
2241
First Western Capital Management
California
$402K -$916 -4 -0.2%
EC
2242
Estate Counselors
Wisconsin
$401K +$367K +1,603 New
5L
2243
55I LLC
Massachusetts
$397K +$363K +1,584 New
C
2244
Certuity
Florida
$396K -$111K -485 -23%
ACA
2245
Anchor Capital Advisors
Massachusetts
$396K -$11.4K -50 -3%
PWA
2246
Peterson Wealth Advisors
Utah
$394K +$1.6K +7 +0.4%
PO
2247
Private Ocean
California
$392K -$23.3K -102 -6%
SWM
2248
Sculati Wealth Management
Michigan
$392K +$358K +1,564 New
MFP
2249
Meridian Financial Partners
Virginia
$391K +$347K +1,518 New
CASB
2250
Cape Ann Savings Bank
Massachusetts
$391K +$358K +1,562 New
88 89
90
91 92