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Name Holding Trade Value Shares
Change 		Change in
Stake
FAP
4376
Financial Advisory Partners
Florida
$602K -$41.8K -330 -6%
ACM
4377
Anfield Capital Management
California
$602K -$1.35M -10,646 -66%
VIP
4378
Viewpoint Investment Partners
Alberta, Canada
$600K +$702K +5,540 New
SPA
4379
Sherbrooke Park Advisers
New York
$599K -$121K -956 -15%
ICM
4380
Islay Capital Management
Texas
$596K -$158K -1,250 -19%
WCM
4381
Weik Capital Management
Pennsylvania
$596K – – –
VV
4382
Verity & Verity
South Carolina
$596K +$10.1K +80 +1%
AAA
4383
American Alpha Advisors
New York
$596K +$63.4K +500 +10%
CI
4384
Cherokee Insurance
Michigan
$596K +$253K +2,000 +57%
SWP
4385
ShoreHaven Wealth Partners
New Jersey
$596K +$15.2K +120 +2%
MA
4386
McGrath & Associates
North Carolina
$595K +$221K +1,747 +47%
GIM
4387
Gold Investment Management
Alberta, Canada
$594K +$381K +3,009 +122%
AFTS
4388
American Financial & Tax Strategies
New York
$594K +$694K +5,477 New
GSF
4389
Grove Street Fiduciary
New Hampshire
$593K -$23.1K -182 -3%
TFP
4390
Tilia Fiduciary Partners
North Carolina
$592K +$7.61K +60 +1%
NF
4391
NavPoint Financial
Minnesota
$591K +$330K +2,600 +91%
RA
4392
Resolute Advisors
California
$591K -$3.47M -27,358 -83%
HFO
4393
Heritage Family Offices
Arizona
$589K +$144K +1,137 +26%
ECA
4394
Elevate Capital Advisors
Colorado
$588K +$430K +3,396 +167%
SC
4395
Shearwater Capital
Colorado
$587K – – –
SIA
4396
Summit Investment Advisors
Maryland
$587K -$16.4K -129 -2%
CAC
4397
Core Alternative Capital
Georgia
$586K +$17.2K +136 +3%
SC
4398
Schubert & Co
Texas
$585K +$112K +881 +20%
CWM
4399
Crowley Wealth Management
Delaware
$584K +$135K +1,063 +25%
CIM
4400
Contravisory Investment Management
Massachusetts
$583K -$15.7K -124 -2%
174 175
176
177 178