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Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMS
1201
Lombard Odier Asset Management (Switzerland)
Switzerland
$550K +$159K +1,858 +46%
QCG
1202
Quadrant Capital Group
Ohio
$546K -$76.8K -896 -13%
NP
1203
NorthRock Partners
Minnesota
$545K +$497K +5,798 New
WAM
1204
Wallington Asset Management
Indiana
$543K -$10.3K -120 -2%
LP
1205
LMR Partners
United Kingdom
$538K -$65.5K -764 -12%
ACP
1206
Aveo Capital Partners
Colorado
$538K -$2.49K -29 -0.5%
CIA
1207
CSat Investment Advisory
Michigan
$538K +$46K +536 +10%
MC
1208
Montag & Caldwell
Georgia
$537K -$85.8K -1,000 -15%
AIIMS
1209
Analyst IMS Investment Management Services
Israel
$537K +$499K +5,821 New
PHS
1210
Pekin Hardy Strauss
Illinois
$533K – – –
ARMT
1211
Amica Retiree Medical Trust
Rhode Island
$533K +$487K +5,675 New
RCA
1212
Ranch Capital Advisors
Florida
$533K +$487K +5,680 New
PB
1213
Pinnacle Bancorp
Nebraska
$531K -$2.92K -34 -0.6%
QI
1214
Qtron Investments
Massachusetts
$531K – – –
GI
1215
GAMCO Investors
Connecticut
$530K -$1.15M -13,397 -70%
HA
1216
Hamel Associates
New Jersey
$528K -$172 -2 -0%
FMLI
1217
Fukoku Mutual Life Insurance
Japan
$526K – – –
SFS
1218
Strategic Financial Services
New York
$526K – – –
WPA
1219
West Paces Advisors
Georgia
$524K -$17.2K -200 -3%
LW
1220
Linscomb Wealth
Texas
$518K -$10.7K -125 -2%
CA
1221
Claro Advisors
Massachusetts
$518K +$20.2K +235 +4%
BIM
1222
Bridgecreek Investment Management
Oklahoma
$517K – – –
CASB
1223
Cape Ann Savings Bank
Massachusetts
$516K -$4.29K -50 -0.9%
CPA
1224
Clear Perspective Advisors
Illinois
$516K +$4.03K +47 +0.9%
VDFA
1225
Vickerman & Driscoll Financial Advisors
Washington
$515K – – –
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