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Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
2376
Charter Oak Capital Management
New Hampshire
$870K +$36.9K +119 +5%
GCA
2377
Gradient Capital Advisors
California
$868K +$8.36K +27 +1%
PFT
2378
Providence First Trust
Arizona
$868K – – –
FA
2379
Fiducient Advisors
Illinois
$866K -$21.7K -70 -3%
NVIM
2380
New Vernon Investment Management
Illinois
$866K – – –
CCT
2381
Capital City Trust
Florida
$865K -$100K -324 -11%
SCP
2382
Sivia Capital Partners
California
$863K +$772K +2,492 New
MFG
2383
Mainsail Financial Group
Washington
$862K +$51.1K +165 +7%
WA
2384
WealthTrust Axiom
Pennsylvania
$862K +$80.2K +259 +12%
WA
2385
Wealthstream Advisors
New York
$860K +$220K +710 +40%
OFS
2386
Orrstown Financial Services
Pennsylvania
$860K +$768K +2,481 New
RIM
2387
Rakuten Investment Management
Japan
$859K +$766K +2,473 New
WB
2388
West Bancorporation
Iowa
$858K – – –
CP
2389
Castleview Partners
Texas
$858K +$194K +628 +34%
DWMS
2390
Dominguez Wealth Management Solutions
Virginia
$857K -$29.4K -95 -4%
VCM
2391
Vivaldi Capital Management
Illinois
$857K +$157K +506 +27%
LA
2392
LexAurum Advisors
Kansas
$856K -$52.3K -169 -6%
MPAM
2393
Murphy Pohlad Asset Management
Minnesota
$856K +$929 +3 +0.1%
TIM
2394
Tortoise Investment Management
New York
$855K -$270K -871 -26%
CWA
2395
Consilium Wealth Advisory
Texas
$855K +$44.3K +143 +6%
DSAM
2396
Dock Street Asset Management
Florida
$854K – – –
GIM
2397
Guardian Investment Management
California
$854K – – –
AFG
2398
Alterity Financial Group
Maine
$852K -$20.1K -65 -3%
TBC
2399
Ted Buchan & Co
California
$851K -$17.7K -57 -2%
BF
2400
Brogan Financial
Tennessee
$851K +$4.34K +14 +0.6%
94 95
96
97 98