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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
1701
Alera Investment Advisors
Illinois
$210K +$198K +2,143 New
FI
1702
FormulaFolio Investments
Michigan
$210K +$198K +2,143 New
EVC
1703
Eidelman Virant Capital
Missouri
$210K +$198K +2,144 New
CF
1704
Copperwynd Financial
Arizona
$210K +$198K +2,146 New
SCA
1705
Spearhead Capital Advisors
Florida
$210K +$198K +2,146 New
BDWM
1706
Brewin Dolphin Wealth Management
Ireland
$209K +$18.5K +200 +10%
PCWA
1707
Pacific Capital Wealth Advisors
California
$208K +$195K +2,117 New
WI
1708
Wedgewood Investors
Pennsylvania
$207K +$195K +2,114 New
1W
1709
1776 Wealth
Georgia
$206K – – –
CCT
1710
Capital City Trust
Florida
$205K -$124K -1,345 -39%
CAM
1711
Cozad Asset Management
Illinois
$205K +$193K +2,087 New
BOH
1712
Bank of Hawaii
Hawaii
$205K +$193K +2,095 New
FC
1713
FORA Capital
Florida
$205K +$193K +2,095 New
M
1714
Mirova
France
$204K -$4.15K -45 -2%
FP
1715
Foundry Partners
Minnesota
$204K +$192K +2,076 New
IWS
1716
Insight Wealth Strategies
California
$204K +$192K +2,081 New
SWM
1717
SeaCrest Wealth Management
New York
$203K +$191K +2,070 New
FNFDCM
1718
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$203K +$191K +2,073 New
Valmark Advisers
1719
Valmark Advisers
Ohio
$202K +$190K +2,058 New
Arkadios Wealth Advisors
1720
Arkadios Wealth Advisors
Georgia
$201K +$57K +618 +42%
CWS
1721
Cypress Wealth Services
California
$201K -$34.6K -375 -15%
OR
1722
Olympiad Research
Connecticut
$200K +$188K +2,039 New
Thornburg Investment Management
1723
Thornburg Investment Management
New Mexico
$199K +$187K +2,028 New
PR
1724
Payden & Rygel
California
$196K – – –
TWP
1725
TFO Wealth Partners
Ohio
$196K – – –