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Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
1876
Genesee Capital Advisors
New York
$607K +$573K +11,300 New
BEC
1877
Blue Edge Capital
Virginia
$606K +$573K +11,291 New
HDIM
1878
Hanson & Doremus Investment Management
Vermont
$605K -$406 -8 -0.1%
SW
1879
SlateStone Wealth
Florida
$603K +$29.1K +573 +5%
CF
1880
Corrigan Financial
Rhode Island
$596K +$279K +5,509 +99%
TMAM
1881
Tokio Marine Asset Management
Japan
$593K +$73.4K +1,448 +15%
VWA
1882
V Wealth Advisors
Kansas
$593K +$113K +2,223 +27%
FIM
1883
Fruth Investment Management
Texas
$592K -$15.2K -300 -3%
CRC
1884
Curi RMB Capital
Illinois
$592K +$42.9K +845 +8%
BIC
1885
Beach Investment Counsel
Pennsylvania
$591K – – –
EDRIA
1886
Edmonds Duncan Registered Investment Advisors
Kansas
$591K – – –
FHC
1887
First Heartland Consultants
Missouri
$587K -$1.55M -30,555 -74%
LC
1888
Lourd Capital
California
$587K -$191K -3,756 -26%
WMA
1889
Wealth Management Associates
New Jersey
$586K +$126K +2,490 +30%
EF
1890
Empirical Finance
Pennsylvania
$586K +$127K +2,496 +30%
SBA
1891
Secrest Blakey & Associates
North Carolina
$585K -$50.9K -1,003 -8%
HCM
1892
Howard Capital Management
Georgia
$585K +$533K +10,502 New
MSFP
1893
Mark Sheptoff Financial Planning
Connecticut
$584K +$98.9K +1,950 +22%
CWM
1894
Centric Wealth Management
Illinois
$583K -$2.48K -49 -0.4%
SCG
1895
Sonata Capital Group
Washington
$583K – – –
BWP
1896
Baldwin Wealth Partners
Massachusetts
$583K +$302K +5,961 +122%
PCM
1897
Poehling Capital Management
Wisconsin
$582K -$2.54K -50 -0.5%
GCA
1898
Gradient Capital Advisors
California
$581K -$355 -7 -0.1%
WIP
1899
Wellesley Investment Partners
Massachusetts
$580K -$10K -198 -2%
MPPLM
1900
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$580K +$28.6K +564 +6%
74 75
76
77 78