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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
876
Broadwater Capital
Massachusetts
$886K – – –
BDPWM
877
Barnes Dennig Private Wealth Management
Ohio
$869K +$837K +38,250 New
BG
878
BDF Gestion
France
$868K +$837K +38,231 New
PBC
879
Pavion Blue Capital
California
$867K – – –
ECM
880
Evergreen Capital Management
Washington
$867K -$81.7K -3,732 -9%
TCOT
881
Trust Company of Toledo
Ohio
$866K -$1.14M -52,272 -58%
SAM
882
Smartleaf Asset Management
Massachusetts
$865K +$261K +11,938 +46%
NSAM
883
North Star Asset Management
Wisconsin
$853K -$127K -5,821 -13%
RGC
884
Roberts, Glore & Co
Illinois
$851K -$40.9K -1,869 -5%
CF
885
Copperwynd Financial
Arizona
$850K +$132K +6,018 +19%
MA
886
MCF Advisors
Kentucky
$849K -$8.25K -377 -1%
ICM
887
Ionic Capital Management
New York
$845K -$109K -5,000 -12%
WIA
888
World Investment Advisors
California
$842K -$45.1K -2,063 -5%
CAM
889
Carret Asset Management
New York
$840K -$704K -32,170 -47%
PTC
890
Philadelphia Trust Company
Pennsylvania
$839K -$2.23M -101,981 -73%
BAM
891
Boyar Asset Management
New York
$835K -$251K -11,452 -24%
HIM
892
Harbour Investment Management
Washington
$831K -$10.9K -500 -1%
CAG
893
Csenge Advisory Group
Florida
$831K +$47.1K +2,154 +5%
PIM
894
Penobscot Investment Management
Massachusetts
$831K -$85.3K -3,900 -10%
MFIM
895
Mesirow Financial Investment Management
Illinois
$830K -$866K -39,589 -52%
IWA
896
Icon Wealth Advisors
Texas
$830K -$518K -23,685 -39%
MGIA
897
Moneta Group Investment Advisors
Missouri
$828K -$198K -9,042 -20%
AC
898
AlphaCore Capital
California
$824K +$515K +23,547 +185%
NW
899
NewEdge Wealth
Pennsylvania
$820K +$203K +9,297 +35%
HSA
900
HBK Sorce Advisory
Pennsylvania
$820K -$12.8K -585 -2%
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36
37 38