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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1826
Silverlake Wealth Management
Vermont
$316K – – –
CCA
1827
Childress Capital Advisors
Texas
$315K -$160K -3,501 -33%
ACP
1828
Aviance Capital Partners
Florida
$314K +$10.4K +227 +3%
MFS
1829
Madrona Financial Services
Washington
$314K +$10.9K +238 +3%
BCM
1830
Boltwood Capital Management
California
$313K +$2.29K +50 +0.7%
CIP
1831
Convergence Investment Partners
Florida
$313K -$14.5K -317 -4%
FB
1832
First Bancorp
Maine
$313K – – –
AA
1833
Advisory Alpha
Michigan
$313K +$21K +458 +7%
JCM
1834
Jacobsen Capital Management
Utah
$313K +$15.5K +339 +5%
BC
1835
Brio Consultants
California
$312K +$132K +2,888 New
LWMM
1836
Legacy Wealth Management (Mississippi)
Mississippi
$312K +$324K +7,075 New
IRC
1837
Investors Research Corp
Georgia
$312K -$1.51M -32,937 -82%
NCTC
1838
New Covenant Trust Company
Indiana
$311K +$57.8K +1,262 +22%
DIM
1839
DLK Investment Management
California
$310K +$44.7K +975 +16%
AWA
1840
AmeriServ Wealth Advisors
Pennsylvania
$310K -$28.1K -612 -8%
GHA
1841
Granite Harbor Advisors
Texas
$310K -$7.66K -167 -2%
CCM
1842
Corsair Capital Management
New York
$309K -$138K -3,000 -30%
SP
1843
SmartHarvest Portfolios
Washington
$308K -$9.76K -213 -3%
GI
1844
Gradient Investments
Minnesota
$308K -$5.55K -121 -2%
SL
1845
Summitry LLC
California
$308K +$320K +6,971 New
CHA
1846
Cooper/Haims Advisors
New York
$307K +$24.6K +537 +8%
HCMG
1847
Howard Capital Management Group
California
$307K – – –
WIM
1848
Westside Investment Management
California
$306K – – –
EFP
1849
Elser Financial Planning
Indiana
$306K +$2.25K +49 +0.8%
IIM
1850
Ironwood Investment Management
Massachusetts
$306K -$1.01K -22 -0.3%
72 73
74
75 76