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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2851
Mainstay Capital Management
Michigan
$419K -$50.2K -469 -10%
IIM
2852
Ironwood Investment Management
Massachusetts
$419K +$107 +1 +0%
TCB
2853
Texas Capital Bancshares
Texas
$418K -$18.3K -171 -4%
AIS
2854
Accurate Investment Solutions
Pennsylvania
$417K +$1.07K +10 +0.2%
SHWM
2855
Smith & Howard Wealth Management
Georgia
$417K +$28K +261 +7%
BAMG
2856
Brand Asset Management Group
Missouri
$415K +$11.5K +107 +3%
SIM
2857
Sadoff Investment Management
Wisconsin
$412K +$34.6K +323 +9%
NVIM
2858
New Vernon Investment Management
Illinois
$411K -$1.12M -10,500 -72%
APC
2859
Aspire Private Capital
North Carolina
$411K +$434K +4,050 New
FFW
2860
Fusion Family Wealth
New York
$409K +$38.8K +362 +10%
BCI
2861
Brinker Capital Investments
Pennsylvania
$408K -$3.11K -29 -0.7%
PFO
2862
Pathstone Family Office
New Jersey
$408K +$262K +2,450 +156%
PCA
2863
Private Capital Advisors
Connecticut
$407K – – –
DLG
2864
Daniel L. Goodwin
$406K – – –
NQWM
2865
Northwest Quadrant Wealth Management
Oregon
$406K +$1.5K +14 +0.4%
GSIS
2866
Global Strategic Investment Solutions
Arizona
$400K +$422K +3,940 New
ACM
2867
Alethea Capital Management
Washington
$396K – – –
QAM
2868
Quantres Asset Management
Cayman Islands
$396K +$418K +3,900 New
NCM
2869
Next Capital Management
New York
$395K +$416K +3,886 New
CFN
2870
Cordasco Financial Network
Florida
$394K -$201K -1,875 -33%
DWM
2871
Dorchester Wealth Management
Quebec, Canada
$393K +$38K +355 +10%
MCMT
2872
Moon Capital Management (Tennessee)
Tennessee
$392K +$750 +7 +0.2%
RCG
2873
Ruggie Capital Group
Florida
$392K +$385K +3,591 +1,355%
SIG
2874
Schaller Investment Group
North Carolina
$391K – – –
NICM
2875
Neo Ivy Capital Management
New York
$388K +$409K +3,820 New
113 114
115
116 117