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Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
1626
P.J. Schmidt Investment Management (PJS)
Wisconsin
$903K +$3.48K +220 +0.3%
CAM
1627
Concorde Asset Management
Michigan
$900K +$449K +28,390 +49%
DSC
1628
Duncker Streett & Co
Missouri
$898K -$1.85M -116,760 -61%
XSC
1629
X-Square Capital
Puerto Rico
$897K -$20.4K -1,290 -2%
RI
1630
Redwood Investments
Massachusetts
$895K -$270K -17,060 -19%
KCM
1631
KLK Capital Management
California
$895K +$1.17M +73,740 New
FLPIM
1632
F.L. Putnam Investment Management
Massachusetts
$892K -$234K -14,770 -17%
CHP
1633
Cable Hill Partners
Oregon
$892K -$50.6K -3,200 -4%
FMII
1634
Farmers & Merchants Investments Inc
Nebraska
$889K +$50.3K +3,180 +5%
VWM
1635
Vigilare Wealth Management
Arizona
$887K -$27.7K -1,750 -2%
CWM
1636
Cabot Wealth Management
Massachusetts
$885K +$29.1K +1,840 +3%
BMC
1637
Beaton Management Company
Massachusetts
$885K +$158K +10,000 +16%
MG
1638
Mather Group
Illinois
$878K -$246K -15,560 -18%
JWM
1639
JGP Wealth Management
Oregon
$874K +$71.3K +4,510 +7%
VCM
1640
Viewpoint Capital Management
Washington
$873K – – –
ECG
1641
Edge Capital Group
Georgia
$872K -$795K -50,310 -41%
LC
1642
Lavaca Capital
Texas
$872K -$253K -16,000 -25%
FPCG
1643
Fort Pitt Capital Group
Pennsylvania
$872K -$71.8K -4,540 -6%
SFP
1644
Shepherd Financial Partners
Massachusetts
$870K -$1.09M -68,920 -49%
AFS
1645
AFG Fiduciary Services
Massachusetts
$869K -$79K -5,000 -7%
TMWM
1646
Taylor & Morgan Wealth Management
Michigan
$862K -$56.1K -3,550 -5%
TDC
1647
Thompson Davis & Co
Virginia
$862K -$16K -1,010 -1%
TWI
1648
Thomas White International
Illinois
$861K – – –
MCA
1649
Millennium Capital Advisors
Arkansas
$858K +$45.7K +2,890 +4%
EWA
1650
EverSource Wealth Advisors
Alabama
$854K +$603K +38,150 +118%
64 65
66
67 68