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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1801
Wedge Capital Management
North Carolina
$652K – – –
KMWM
1802
Keudell/Morrison Wealth Management
Oregon
$651K -$2.66K -8 -0.4%
CT
1803
Cambridge Trust
Massachusetts
$650K -$41.9K -126 -6%
FMTC
1804
Farmers & Merchants Trust Company
California
$650K – – –
CIP
1805
Convergence Investment Partners
Florida
$649K +$14.6K +44 +2%
BWP
1806
Baldwin Wealth Partners
Massachusetts
$647K -$66.5K -200 -10%
EGA
1807
E&G Advisors
Texas
$642K -$6.65K -20 -1%
EGM
1808
Engineers Gate Manager
New York
$641K -$2.35M -7,063 -80%
FSA
1809
Financial Sense Advisors
California
$640K +$37.3K +112 +7%
RIM
1810
Regent Investment Management
Kentucky
$637K – – –
DI
1811
Diligent Investors
California
$637K +$593K +1,784 New
AA
1812
Argent Advisors
Louisiana
$633K +$59.5K +179 +11%
FCA
1813
FLC Capital Advisors
California
$632K +$31.6K +95 +6%
OR
1814
Olympiad Research
Connecticut
$628K +$79.5K +239 +16%
LFA
1815
Legacy Financial Advisors
Kentucky
$627K +$38.9K +117 +7%
HC
1816
Hendley & Co
Ohio
$625K -$151K -453 -21%
VWA
1817
Visionary Wealth Advisors
Illinois
$624K +$340K +1,021 +140%
GAG
1818
GM Advisory Group
New York
$623K -$251K -756 -30%
EPWM
1819
Essex Private Wealth Management
Massachusetts
$622K +$333 +1 +0.1%
HGWM
1820
Horst & Graben Wealth Management
Oregon
$621K – – –
RZH
1821
Relyea Zuckerberg Hanson
Connecticut
$619K -$110K -330 -16%
MAM
1822
McLean Asset Management
Virginia
$616K +$574K +1,725 New
TCM
1823
Tuttle Capital Management
Connecticut
$615K +$573K +1,722 New
RW
1824
REDW Wealth
New Mexico
$614K – – –
TFM
1825
TFC Financial Management
Massachusetts
$614K +$21K +63 +4%
71 72
73
74 75