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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1376
Axiom Investment Management
New York
$338K +$326K +51,600 New
HHGA
1377
Halbert Hargrove Global Advisors
California
$337K +$7.82K +1,240 +2%
BMC
1378
Beaton Management Company
Massachusetts
$336K +$88.3K +14,000 +39%
EGA
1379
E&G Advisors
Texas
$333K +$11.4K +1,800 +4%
SIM
1380
Sonora Investment Management
Arizona
$333K +$63.1K +10,000 +25%
PGWM
1381
Parisi Gray Wealth Management
New Jersey
$333K +$77.7K +12,320 +32%
VCP
1382
Verus Capital Partners
Arizona
$330K -$74.5K -11,800 -19%
MAM
1383
Morse Asset Management
Connecticut
$328K -$493K -78,200 -61%
HL
1384
HeadInvest LLC
Maine
$328K +$3.79K +600 +1%
AA
1385
Ancora Advisors
Ohio
$327K +$132K +20,920 +73%
RPWA
1386
Regent Peak Wealth Advisors
Georgia
$325K +$23.7K +3,760 +8%
OL
1387
Optas LLC
Texas
$324K +$4.79K +760 +2%
MCG
1388
MACRO Consulting Group
New Jersey
$322K +$22K +3,480 +9%
MWA
1389
Meridian Wealth Advisors
Texas
$320K +$55.3K +8,760 +22%
IWC
1390
Integrated Wealth Concepts
Massachusetts
$319K -$61.8K -9,800 -17%
HFM
1391
Hartford Financial Management
Connecticut
$319K – – –
PCS
1392
Personal CFO Solutions
New Jersey
$319K +$305K +48,320 New
MPCG
1393
Matrix Private Capital Group
New York
$319K +$306K +48,440 New
EA
1394
Elm Advisors
California
$318K – – –
DCM
1395
Delta Capital Management
New Jersey
$318K +$7.57K +1,200 +3%
OR
1396
Olympiad Research
Connecticut
$318K +$304K +48,200 New
BWM
1397
BigSur Wealth Management
Florida
$316K – – –
NJBEST
1398
New Jersey Better Educational Savings Trust
New Jersey
$316K – – –
DLG
1399
Daniel L. Goodwin
$316K +$25.2K +4,000 +9%
QT
1400
Quantamental Technologies
New York
$316K +$303K +48,000 New
54 55
56
57 58