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Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1526
KLK Capital Management
California
$577K -$20.9K -203 -3%
CFG
1527
Carr Financial Group
Massachusetts
$575K – – –
IDBONY
1528
Israel Discount Bank of New York
New York
$572K -$823 -8 -0.1%
ZIG
1529
Zullo Investment Group
Pennsylvania
$571K +$7.2K +70 +1%
WCM
1530
Windsor Capital Management
Arizona
$570K +$617 +6 +0.1%
BTI
1531
Blue Trust Inc
Georgia
$569K +$117K +1,138 +28%
GCM
1532
Gladius Capital Management
Illinois
$567K +$610K +5,929 New
SCM
1533
SOL Capital Management
Maryland
$566K – – –
BFPW
1534
BOK Financial Private Wealth
Colorado
$565K -$7.3K -71 -1%
AWM
1535
Accurate Wealth Management
Florida
$563K +$15.7K +153 +3%
BP
1536
BBR Partners
New York
$563K -$1.13K -11 -0.2%
PCP
1537
Pacific Capital Partners
$561K +$603K +5,866 New
BFM
1538
Boothbay Fund Management
New York
$560K +$278K +2,699 +85%
AG
1539
Ascent Group
Virginia
$559K +$538K +5,228 New
PWP
1540
Private Wealth Partners
California
$558K – – –
CFG
1541
Cooper Financial Group
California
$557K -$52.7K -512 -8%
LFA
1542
Laraway Financial Advisors
Minnesota
$555K +$1.44K +14 +0.2%
JBA
1543
Johnson Bixby & Associates
Washington
$555K – – –
WCA
1544
Waypoint Capital Advisors
Minnesota
$554K -$9.88K -96 -2%
DI
1545
DAGCO Inc
Ohio
$553K -$387K -3,761 -58%
MAM
1546
Magellan Asset Management
Australia
$549K +$11.9K +116 +2%
FBFS
1547
First Business Financial Services
Wisconsin
$549K +$14.4K +140 +2%
CCMG
1548
Clark Capital Management Group
Pennsylvania
$548K +$2.88K +28 +0.5%
NPA
1549
Nichols & Pratt Advisers
Massachusetts
$548K – – –
JPWM
1550
Jamison Private Wealth Management
Georgia
$547K +$589K +5,723 New
60 61
62
63 64