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Name Holding Trade Value Shares
Change
Change in
Stake
MPI
876
Mairs & Power Inc
Minnesota
$204K +$184K +5,814 New
KF
877
KKM Financial
Illinois
$203K +$178K +5,597 New
HCM
878
Howard Capital Management
Georgia
$203K +$184K +5,804 New
CWM
879
Campbell Wealth Management
Virginia
$203K +$184K +5,783 New
FAFN
880
First Affirmative Financial Network
Colorado
$203K +$184K +5,784 New
BCA
881
Bay Colony Advisors
Massachusetts
$202K +$183K +5,762 New
PL
882
Perpetual Ltd
Australia
$201K +$182K +5,748 New
Capstone Investment Advisors
883
Capstone Investment Advisors
New York
$197K -$3.65M -115,032 -95%
GCM
884
Gables Capital Management
Florida
$191K
SAM
885
Smartleaf Asset Management
Massachusetts
$183K +$121K +3,802 +258%
WBC
886
West Branch Capital
Massachusetts
$182K
EBA
887
Eagle Bay Advisors
New York
$181K +$47.9K +1,510 +42%
CFM
888
Catalyst Funds Management
Australia
$179K +$162K +5,100 New
ITIM
889
Indiana Trust & Investment Management
Indiana
$177K
BTI
890
Blue Trust Inc
Georgia
$177K +$49.8K +1,569 +37%
VCM
891
Versant Capital Management
Arizona
$176K +$36K +1,135 +29%
HEIP
892
Hudson Edge Investment Partners
New Jersey
$173K +$157K +4,936 New
IAIM
893
International Assets Investment Management
Florida
$164K -$146K -4,607 -50%
GRP
894
Global Retirement Partners
California
$163K +$45.9K +1,446 +45%
AIM
895
Anchor Investment Management
South Carolina
$162K
AIM
896
Acropolis Investment Management
Missouri
$158K
AFWM
897
Abich Financial Wealth Management
Virginia
$158K +$12.5K +395 +10%
RTC
898
Riverview Trust Company
Washington
$158K
CT
899
Caldwell Trust
Florida
$155K +$9.2K +290 +7%
EWA
900
EverSource Wealth Advisors
Alabama
$151K +$48.7K +1,534 +58%