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Name Holding Trade Value Shares
Change 		Change in
Stake
SICM
4501
Sustainable Insight Capital Management
New York
$393K -$4.56M -6,831 -92%
OIC
4502
Orion Investment Company
Missouri
$393K – – –
TF
4503
Tompkins Financial
New York
$393K – – –
SG
4504
Strid Group
Pennsylvania
$393K +$20K +30 +5%
SCI
4505
Silver Coast Investments
United States
$392K – – –
PWA
4506
Provenance Wealth Advisors
Florida
$390K -$267K -400 -40%
IFO
4507
Independent Family Office
New York
$389K +$84.8K +127 +27%
PCM
4508
Presidio Capital Management
California
$389K +$18.7K +28 +5%
DF
4509
DecisionPoint Financial
Arizona
$388K +$50.8K +76 +15%
BIS
4510
BG Investment Services
Guam
$387K +$64.8K +97 +20%
CHJWM
4511
Carlton Hofferkamp & Jenks Wealth Management
Texas
$386K +$32.7K +49 +9%
NL
4512
NDWM LLC
California
$386K +$137K +205 +54%
RTC
4513
Riverview Trust Company
Washington
$385K – – –
SGWM
4514
Sterling Group Wealth Management
California
$385K – – –
VPP
4515
Vertex Planning Partners
Illinois
$385K -$343K -514 -47%
AWM
4516
Altus Wealth Management
Kentucky
$385K – – –
MWM
4517
Maltin Wealth Management
New Jersey
$384K – – –
MSG
4518
Main Street Group
Virginia
$383K -$18.7K -28 -5%
GIM
4519
Gold Investment Management
Alberta, Canada
$382K – – –
FA
4520
Faithward Advisors
Pennsylvania
$381K +$25.4K +38 +7%
CSI
4521
Cross Staff Investments
New York
$381K -$20K -30 -5%
JGIA
4522
Jackson Grant Investment Advisers
Connecticut
$381K – – –
AFS
4523
Access Financial Services
Minnesota
$381K +$6.01K +9 +2%
CWM
4524
Challenger Wealth Management
California
$381K +$24.7K +37 +7%
LWAM
4525
Legacy Wealth Asset Management
Minnesota
$380K – – –
179 180
181
182 183