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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
976
CPWM LLC
Washington
$317K – – –
CT
977
Coastline Trust
Rhode Island
$316K -$815K -27,250 -70%
KA
978
Kaizen Advisory
Illinois
$316K +$50.9K +1,700 +17%
QI
979
Qtron Investments
Massachusetts
$315K +$353K +11,780 New
DCM
980
Donaldson Capital Management
Indiana
$314K -$138K -4,620 -28%
RCM
981
RB Capital Management
Nevada
$311K -$58.1K -1,940 -14%
MSR
982
Main Street Research
Connecticut
$310K -$19.1M -637,890 -98%
LC
983
Lindbrook Capital
California
$310K +$347K +11,610 New
PGIM
984
Pacific Global Investment Management
California
$309K – – –
F
985
F3Logic
Minnesota
$308K +$344K +11,510 New
NFG
986
Nations Financial Group
Iowa
$306K +$38K +1,270 +13%
AGA
987
Accuvest Global Advisors
Utah
$304K -$75.1K -2,510 -18%
PWMG
988
Prestige Wealth Management Group
New Jersey
$303K +$339K +11,320 New
MA
989
Mutual Advisors
Nebraska
$302K -$7.18K -240 -2%
EWM
990
Evermay Wealth Management
Virginia
$300K -$65.8K -2,200 -16%
CA
991
Crewe Advisors
Utah
$300K -$59.9K -2,000 -15%
AR
992
Advisory Research
Illinois
$298K -$209K -6,970 -38%
TCOV
993
Trust Company of Vermont
Vermont
$295K – – –
LCM
994
LVM Capital Management
Michigan
$295K +$52.4K +1,750 +19%
SCA
995
STALEY CAPITAL ADVISERS
Pennsylvania
$294K +$329K +11,000 New
GAMC
996
Garner Asset Management Corp
Texas
$291K +$1.5K +50 +0.5%
GBT
997
Grove Bank & Trust
Florida
$291K +$21.8K +730 +7%
CIA
998
Capital Investment Advisors
Georgia
$291K +$35.9K +1,200 +12%
ESB
999
Essex Savings Bank
Connecticut
$291K +$326K +10,880 New
GEA
1000
Glen Eagle Advisors
New Jersey
$290K -$144K -4,800 -30%
38 39
40
41 42