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Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
1526
Sanford Advisory Services
Michigan
$766K +$786K +58,680 New
HIM
1527
Herald Investment Management
United Kingdom
$761K – – –
WWM
1528
Windsor Wealth Management
Indiana
$760K +$57.8K +4,320 +8%
AWC
1529
Abundance Wealth Counselors
Pennsylvania
$759K -$34.3K -2,560 -4%
WSC
1530
Wellington Shields & Co
New York
$757K – – –
HIM
1531
Hanlon Investment Management
New Jersey
$754K +$218K +16,320 +39%
QC
1532
QCM Cayman
Texas
$752K +$336K +25,120 +77%
SFG
1533
SageGuard Financial Group
Tennessee
$752K +$772K +57,640 New
BCA
1534
Berman Capital Advisors
Georgia
$749K +$79.3K +5,920 +11%
RMC
1535
Resources Management Corp
Connecticut
$749K +$563K +42,080 +275%
RT
1536
Rockland Trust
Massachusetts
$748K +$10.7K +800 +1%
ALAM
1537
Asahi Life Asset Management
Japan
$747K -$455K -34,000 -37%
RM
1538
Resource Management
Louisiana
$747K +$58.4K +4,360 +8%
CFO
1539
Collective Family Office
Pennsylvania
$746K +$765K +57,120 New
SIA
1540
Soltis Investment Advisors
Utah
$739K +$379K +28,280 +100%
PIM
1541
Perpetual Investment Management
Australia
$738K +$752K +56,200 New
AF
1542
Arrow Financial
New York
$735K -$60.5K -4,520 -7%
FRA
1543
Frank Rimerman Advisors
California
$733K +$751K +56,120 New
RWB
1544
RMR Wealth Builders
New Jersey
$731K -$1.85M -138,320 -71%
CWA
1545
Clarity Wealth Advisors
California
$729K +$18.2K +1,360 +2%
TNBTD
1546
Trustmark National Bank Trust Department
Mississippi
$729K +$46.6K +3,480 +7%
ESB
1547
Essex Savings Bank
Connecticut
$728K +$2.14K +160 +0.3%
RCG
1548
Rock Creek Group
District of Columbia
$727K -$213K -15,880 -22%
AIM
1549
Aspen Investment Management
Michigan
$726K +$12.3K +920 +2%
CSIC
1550
Clifford Swan Investment Counsel
California
$723K +$64.3K +4,800 +9%
60 61
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63 64