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Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
2076
Patriot Financial Group Insurance Agency
Massachusetts
$549K -$164K -3,211 -23%
CCM
2077
Crew Capital Management
Ohio
$549K -$20.4K -400 -4%
BIM
2078
Baldwin Investment Management
Pennsylvania
$548K -$124K -2,416 -18%
BAS
2079
Brown Advisory Securities
Maryland
$547K -$2.2M -42,992 -80%
AWM
2080
Avior Wealth Management
Nebraska
$547K +$5.88K +115 +1%
IFG
2081
Investors Financial Group
Minnesota
$544K -$1.58K -31 -0.3%
NFG
2082
Nadler Financial Group
Illinois
$541K -$12.3K -240 -2%
CCM
2083
Cribstone Capital Management
Maine
$541K -$2.2K -43 -0.4%
FCFS
2084
First Command Financial Services
Texas
$539K -$170K -3,327 -24%
ME
2085
McIlrath & Eck
Washington
$539K +$82.4K +1,611 +18%
LCM
2086
LCM Capital Management
Illinois
$537K +$5.52K +108 +1%
QIM
2087
Quest Investment Management
Oregon
$536K – – –
HKAM
2088
Horizon Kinetics Asset Management
New York
$534K +$33.2K +650 +7%
QT
2089
Quantamental Technologies
New York
$533K +$529K +10,349 New
GI
2090
Gradient Investments
Minnesota
$531K -$268K -5,233 -34%
CDIA
2091
Capital Directions Investment Advisors
Georgia
$531K -$12.8K -251 -2%
1IA
2092
1620 Investment Advisors
Massachusetts
$530K +$527K +10,301 New
AF
2093
Alerus Financial
North Dakota
$527K -$149K -2,907 -22%
RCA
2094
Riverview Capital Advisers
Massachusetts
$525K +$521K +10,200 New
HCM
2095
Hall Capital Management
Rhode Island
$525K -$5.11K -100 -1%
CAM
2096
Congress Asset Management
Massachusetts
$524K -$87.9K -1,719 -14%
MFW
2097
Mosaic Family Wealth
Missouri
$524K -$26.8K -524 -5%
LWP
2098
Legacy Wealth Planning
Nevada
$522K -$73.9K -1,446 -12%
MCM
2099
Mill Capital Management
North Carolina
$520K +$516K +10,100 New
DAM
2100
Diamant Asset Management
Connecticut
$519K +$51.1K +1,000 +11%
82 83
84
85 86