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Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1551
Schaller Investment Group
North Carolina
$484K – – –
WA1
1552
Wimmer Associates 1
California
$484K +$8.38K +175 +2%
MIP
1553
Marietta Investment Partners
Wisconsin
$484K +$196K +4,090 +67%
IWS
1554
Insight Wealth Strategies
California
$484K +$489K +10,215 New
BA
1555
BKS Advisors
Michigan
$481K -$33.7K -705 -6%
FFS
1556
Founders Financial Securities
Maryland
$481K -$2.01K -42 -0.4%
MCM
1557
Marathon Capital Management
Maryland
$480K -$18.2K -381 -4%
MFT
1558
Moisand Fitzgerald Tamayo
Florida
$480K – – –
ANTB
1559
AMG National Trust Bank
Colorado
$480K +$485K +10,137 New
OCM
1560
Orleans Capital Management
Louisiana
$477K +$482K +10,076 New
CC
1561
Cornerstone Capital
California
$476K – – –
MAM
1562
Meeder Asset Management
Ohio
$476K +$481K +10,041 New
UCMOK
1563
United Capital Management of KS
Kansas
$474K +$11K +229 +2%
VWA
1564
V Wealth Advisors
Kansas
$469K +$72.2K +1,508 +18%
MBT
1565
Monroe Bank & Trust
Michigan
$468K -$23.9K -500 -5%
FRM
1566
Fox Run Management
Connecticut
$468K +$473K +9,882 New
GLLW
1567
Graves Light Lenhart Wealth
Virginia
$464K +$469K +9,801 New
HPWM
1568
Highland Private Wealth Management
Washington
$463K +$39.4K +824 +9%
WAAG
1569
Wealth Alliance Advisory Group
Kansas
$462K +$139K +2,911 +43%
EWF
1570
Epstein & White Financial
California
$459K -$4.16K -87 -0.9%
PSG
1571
Planning Solutions Group
Maryland
$458K +$463K +9,669 New
FSCM
1572
Front Street Capital Management
Montana
$457K +$48 +1 +0%
KM
1573
Kalos Management
Georgia
$457K +$205K +4,289 +83%
EWA
1574
ERTS Wealth Advisors
Michigan
$456K +$461K +9,630 New
CHA
1575
Carmichael Hill & Associates
Maryland
$455K +$670 +14 +0.1%
61 62
63
64 65