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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
901
Edgestream Partners
New Jersey
$544K -$11.6M -139,593 -95%
BF
902
Blankinship & Foster
California
$544K -$384K -4,611 -41%
KFGK
903
Keystone Financial Group (Kentucky)
Kentucky
$544K +$26.8K +321 +5%
ECM
904
EagleClaw Capital Management
Massachusetts
$542K – – –
SI
905
Saxon Interests
Texas
$541K – – –
FT
906
Fiduciary Trust
Massachusetts
$539K -$77.3K -927 -12%
RFN
907
RDA Financial Network
Iowa
$539K +$71.9K +862 +15%
CA
908
Claro Advisors
Massachusetts
$539K -$44.9K -538 -8%
AA
909
Advisory Alpha
Michigan
$539K +$82.8K +993 +18%
WA
910
WESPAC Advisors
California
$536K -$990K -11,871 -64%
ABLA
911
Alan B. Lancz & Associates
Ohio
$536K – – –
FZCM
912
Flynn Zito Capital Management
New York
$535K +$3.33K +40 +0.6%
LSIA
913
LaSalle St. Investment Advisors
Illinois
$534K -$4.83K -58 -0.9%
DIM
914
Delta Investment Management
California
$531K -$2.58K -31 -0.5%
OWP
915
ORG Wealth Partners
Texas
$529K -$57K -684 -9%
CA
916
Clearstead Advisors
Ohio
$527K +$126K +1,515 +31%
NSIM
917
North Star Investment Management
Illinois
$526K -$1.58K -19 -0.3%
CWMK
918
Caliber Wealth Management (Kansas)
Kansas
$526K +$9.84K +118 +2%
NCM
919
Northside Capital Management
Oregon
$526K +$537K +6,439 New
WIS
920
Wright Investors Service
Connecticut
$523K +$14.9K +179 +3%
VWA
921
Visionary Wealth Advisors
Illinois
$520K +$1.25K +15 +0.2%
PTC
922
Petrus Trust Company
Texas
$518K +$529K +6,349 New
KIM
923
Kestra Investment Management
Texas
$518K +$282K +3,384 +139%
VCP
924
Verus Capital Partners
Arizona
$516K +$333 +4 +0.1%
IIC
925
Ironwood Investment Counsel
Arizona
$516K +$527K +6,316 New
35 36
37
38 39