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Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1651
Excalibur Management
Massachusetts
$662K -$3.3K -20 -0.5%
SMH
1652
Sanders Morris Harris
Texas
$661K – – –
AIM
1653
Alhambra Investment Management
Florida
$659K -$116K -705 -15%
SG
1654
StoneX Group
New York
$659K +$33.3K +202 +5%
MSR
1655
Main Street Research
Connecticut
$658K -$6.93K -42 -1%
LA
1656
Lakeside Advisors
Washington
$658K +$651K +3,950 New
PA
1657
Probity Advisors
Texas
$657K -$5.61K -34 -0.9%
TCM
1658
Tributary Capital Management
Nebraska
$653K -$11.5K -70 -2%
XSC
1659
X-Square Capital
Puerto Rico
$653K +$5.11K +31 +0.8%
CCMD
1660
Cypress Capital Management (Delaware)
Delaware
$653K +$646K +3,916 New
KOC
1661
Koss-Olinger Consulting
Florida
$652K +$69.4K +421 +12%
T
1662
TOBAM
France
$651K +$93K +564 +17%
NC
1663
Northcape Capital
Australia
$650K -$983K -5,958 -60%
BC
1664
Bridgefront Capital
Texas
$650K +$643K +3,901 New
GCM
1665
Graham Capital Management
Connecticut
$649K +$643K +3,899 New
DBRC
1666
D.B. Root & Company
Pennsylvania
$646K +$14.2K +86 +2%
TFS
1667
TrustCore Financial Services
Tennessee
$641K -$179K -1,083 -22%
LWM
1668
Liberty Wealth Management
California
$640K -$752K -4,559 Closed
GSIS
1669
Global Strategic Investment Solutions
Arizona
$636K +$45.2K +274 +8%
WP
1670
WMS Partners
Maryland
$634K – – –
OCM
1671
Orion Capital Management
California
$632K +$21.8K +132 +4%
W
1672
Wealthquest
Ohio
$631K +$13K +79 +2%
GC
1673
Gilbert & Cook
Iowa
$629K -$272K -1,648 -30%
HA
1674
Hamel Associates
New Jersey
$628K – – –
AIS
1675
AM Investment Strategies
Tennessee
$625K – – –
65 66
67
68 69