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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2501
Orser Capital Management
Texas
$3.44M +$163K +775 +5%
RCA
2502
Rowland Carmichael Advisors
Arizona
$3.43M +$109K +520 +3%
EWM
2503
Evermay Wealth Management
Virginia
$3.43M -$209K -996 -6%
ZAM
2504
Zevin Asset Management
Massachusetts
$3.43M +$981K +4,672 +40%
IAMOG
2505
Investors Asset Management of Georgia
Georgia
$3.43M -$103K -490 -3%
SIM
2506
SSI Investment Management
California
$3.42M -$79.2K -377 -2%
LTI
2507
Laffer Tengler Investments
Tennessee
$3.41M +$883K +4,206 +35%
SW
2508
SkyOak Wealth
Michigan
$3.41M -$1M -4,782 -23%
DFG
2509
Demars Financial Group
Washington
$3.41M -$6.09K -29 -0.2%
AA
2510
Argent Advisors
Louisiana
$3.4M +$91.2K +434 +3%
CRWM
2511
Castle Rock Wealth Management
California
$3.4M +$869K +4,136 +35%
DI
2512
Disciplined Investments
Oklahoma
$3.39M -$77.1K -367 -2%
FPCP
2513
Fort Point Capital Partners
California
$3.39M -$23.7K -113 -0.7%
RCM
2514
Requisite Capital Management
Texas
$3.39M -$249K -1,185 -7%
REMPR
2515
Roof Eidam Maycock Peralta (REMP)
California
$3.39M -$123K -585 -4%
RC
2516
Reik & Co
New York
$3.38M +$23.1K +110 +0.7%
VI
2517
Versor Investments
New York
$3.38M +$1.18M +5,600 +54%
DCM
2518
Dimension Capital Management
Florida
$3.37M +$118K +563 +4%
WOC
2519
West Oak Capital
California
$3.36M -$148K -707 -4%
AI
2520
Accredited Investors
Minnesota
$3.36M +$147K +700 +5%
PCM
2521
Perkins Capital Management
Minnesota
$3.36M +$3.36M +15,993 New
PIG
2522
Pantheon Investment Group
California
$3.36M -$12.4K -59 -0.4%
BMC
2523
Beaton Management Company
Massachusetts
$3.36M -$42.2K -201 -1%
CCM
2524
Chickasaw Capital Management
Tennessee
$3.35M +$6.3K +30 +0.2%
SP
2525
Successful Portfolios
Florida
$3.35M -$153K -728 -4%
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