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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1751
Tributary Capital Management
Nebraska
$817K -$18.1K -55 -2%
RIM
1752
Redwood Investment Management
Arizona
$814K +$164K +499 +27%
CIP
1753
Convergence Investment Partners
Florida
$811K +$19.4K +59 +3%
EAM
1754
Evanson Asset Management
California
$803K -$56.6K -172 -7%
LIM
1755
Lagoda Investment Management
New York
$803K +$14.8K +45 +2%
WAG
1756
Winthrop Advisory Group
Massachusetts
$802K -$30.3K -92 -4%
PIA
1757
Pinion Investment Advisors
Kansas
$802K -$338K -1,028 -31%
SFG
1758
SevenBridge Financial Group
Pennsylvania
$795K +$376K +1,143 +100%
MSAM
1759
Moloney Securities Asset Management
Missouri
$795K -$51.7K -157 -6%
GDP
1760
Great Diamond Partners
Maine
$792K -$60.2K -183 -7%
PP
1761
PDS Planning
Ohio
$791K +$34.2K +104 +5%
PWLP
1762
Prio Wealth Limited Partnership
Massachusetts
$788K -$56.6K -172 -7%
DMBA
1763
Deseret Mutual Benefit Administrators
Utah
$787K -$531K -1,613 -42%
FWTB
1764
First Western Trust Bank
Colorado
$784K +$19.7K +60 +3%
TFS
1765
TrustCore Financial Services
Tennessee
$783K -$16.8K -51 -2%
MPPW
1766
Mitchell & Pahl Private Wealth
Oklahoma
$783K -$55K -167 -7%
BWM
1767
BerganKDV Wealth Management
Minnesota
$780K +$71.1K +216 +11%
WW
1768
Waterfront Wealth
Kansas
$779K +$1.65K +5 +0.2%
DWM
1769
Dorchester Wealth Management
Quebec, Canada
$779K -$204K -619 -22%
PCH
1770
PGIM Custom Harvest
New Jersey
$777K +$735K +2,234 New
LTAS
1771
Linden Thomas Advisory Services
North Carolina
$774K +$733K +2,226 New
SGCA
1772
Steel Grove Capital Advisors
Tennessee
$773K -$7.9K -24 -1%
RI
1773
Redwood Investments
Massachusetts
$773K -$6.91K -21 -0.9%
LC
1774
Lavaca Capital
Texas
$773K +$733K +2,227 New
BFO
1775
Biltmore Family Office
North Carolina
$772K +$8.23K +25 +1%
69 70
71
72 73