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Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1551
Kane Investment Management
California
$2.74M +$187K +344 +7%
IFU
1552
iSAM Funds (UK)
United Kingdom
$2.74M +$2.72M +5,001 New
MC
1553
Martin & Co
Tennessee
$2.74M -$19.1K -35 -0.7%
BLAM
1554
Bourne Lent Asset Management
New York
$2.74M – – –
SAM
1555
S.A. Mason
Michigan
$2.73M -$110K -202 -4%
WI
1556
WrapManager Inc
California
$2.73M -$121K -222 -4%
MBT
1557
Montecito Bank & Trust
California
$2.73M +$114K +209 +4%
C
1558
Certuity
Florida
$2.72M -$144K -265 -5%
BWP
1559
Balboa Wealth Partners
Arizona
$2.72M -$159K -292 -6%
PWP
1560
Principle Wealth Partners
Connecticut
$2.71M +$544 +1 +0%
MFA
1561
Mayflower Financial Advisors
Massachusetts
$2.7M +$139K +256 +5%
MCM
1562
Manchester Capital Management
Vermont
$2.69M +$25K +46 +0.9%
PP
1563
Patron Partners
Texas
$2.68M +$78.4K +144 +3%
NHC
1564
Nicholas Hoffman & Company
Georgia
$2.67M -$102K -187 -4%
FFN
1565
Focus Financial Network
Minnesota
$2.67M +$57.7K +106 +2%
PMWMG
1566
Parr McKnight Wealth Management Group
Minnesota
$2.66M +$4.36K +8 +0.2%
FPCP
1567
Fort Point Capital Partners
California
$2.66M -$93.6K -172 -3%
SI
1568
Scharf Investments
California
$2.66M -$38.1K -70 -1%
AF
1569
Advisornet Financial
Minnesota
$2.65M +$89.3K +164 +4%
TPI
1570
Trust Point Inc
Wisconsin
$2.65M -$998K -1,834 -28%
SCA
1571
Sander Capital Advisors
Washington
$2.65M – – –
MBTD
1572
Mechanics Bank - Trust Department
California
$2.64M -$247K -454 -9%
NIA
1573
NIA Impact Advisors
California
$2.63M -$474K -870 -15%
FHA
1574
First Horizon Advisors
Tennessee
$2.63M -$253K -465 -9%
CAMV
1575
Concord Asset Management (Virginia)
Virginia
$2.63M -$303K -556 -10%
61 62
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