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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
901
Donaldson Capital Management
Indiana
$651K +$7.42K +24 +1%
FFMBT
902
First Farmers & Merchants Bank Trust
Tennessee
$646K – – –
TIA
903
Trust Investment Advisors
Indiana
$645K +$18.2K +59 +3%
USGIU
904
U.S. Global Investors (USGI)
Texas
$639K – – –
HCM
905
Harvey Capital Management
Florida
$638K – – –
QCG
906
Quadrant Capital Group
Ohio
$637K +$38.6K +125 +7%
FLC
907
Fifth Lane Capital
Texas
$637K +$616K +1,993 New
APIM
908
Agate Pass Investment Management
Washington
$635K +$61.8K +200 +11%
EFS
909
Essex Financial Services
Connecticut
$634K -$238K -769 -28%
SC
910
Savant Capital
Illinois
$628K +$9.59K +31 +2%
LC
911
LCNB Corp
Ohio
$626K – – –
GCM
912
Graham Capital Management
Connecticut
$624K +$605K +1,956 New
LC
913
Lindbrook Capital
California
$622K +$453K +1,465 +305%
IAMOG
914
Investors Asset Management of Georgia
Georgia
$618K +$203K +655 +51%
WSTAM
915
Wilbanks Smith & Thomas Asset Management
Virginia
$616K -$5.57K -18 -0.9%
VFA
916
Valeo Financial Advisors
Indiana
$613K +$198K +640 +50%
ECM
917
Evergreen Capital Management
Washington
$603K -$38K -123 -6%
ACM
918
AlphaStar Capital Management
North Carolina
$601K +$116K +376 +25%
HIC
919
Holderness Investments Company
North Carolina
$600K -$1.55K -5 -0.3%
BMC
920
Beaton Management Company
Massachusetts
$598K – – –
HPWM
921
Highland Private Wealth Management
Washington
$593K -$11.1K -36 -2%
MSAM
922
Moloney Securities Asset Management
Missouri
$591K +$163K +527 +40%
CCM
923
Cohen Capital Management
California
$591K +$572K +1,850 New
TWM
924
Thrive Wealth Management
Pennsylvania
$587K +$54.4K +176 +11%
HCM
925
Howland Capital Management
Massachusetts
$586K -$60.3K -195 -10%
35 36
37
38 39