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Name Holding Trade Value Shares
Change 		Change in
Stake
TVAMP
1051
Tennessee Valley Asset Management Partners
Tennessee
$615K +$157K +2,744 +38%
FCM
1052
Firsthand Capital Management
California
$614K – – –
DWP
1053
Daymark Wealth Partners
Ohio
$614K -$93.5K -1,632 -14%
CFG
1054
Citizens Financial Group
Rhode Island
$611K +$37.9K +661 +7%
SCM
1055
Schnieders Capital Management
California
$610K -$303K -5,283 -35%
SFG
1056
Sather Financial Group
Texas
$606K +$51.7K +902 +10%
FCA
1057
FinTrust Capital Advisors
South Carolina
$606K +$492K +8,590 +670%
LI
1058
LMCG Investments
Massachusetts
$606K -$340K -5,935 -38%
MCA
1059
Martin Capital Advisors
Texas
$605K -$13.6K -237 -2%
DWT
1060
Dorsey & Whitney Trust
South Dakota
$604K +$117K +2,040 +26%
PFT
1061
Providence First Trust
Arizona
$604K – – –
OWM
1062
Opes Wealth Management
California
$603K -$1.72K -30 -0.3%
CTC
1063
Central Trust Company
Missouri
$602K -$83.7K -1,461 -13%
JIC
1064
Johnson Investment Counsel
Ohio
$602K -$1.03K -18 -0.2%
CAM
1065
Close Asset Management
United Kingdom
$600K -$576K -10,053 -51%
GL
1066
Graypoint LLC
New York
$600K -$8.76K -153 -2%
MFIM
1067
Mesirow Financial Investment Management
Illinois
$598K +$558K +9,742 New
BWM
1068
BigSur Wealth Management
Florida
$596K +$10K +175 +2%
IFU
1069
iSAM Funds (UK)
United Kingdom
$596K +$179K +3,122 +47%
WC
1070
Wynn Capital
Georgia
$594K +$554K +9,677 New
ICG
1071
InterOcean Capital Group
Tennessee
$594K -$5.79K -101 -1%
BC
1072
Bartlett & Co
Ohio
$594K +$42.4K +740 +9%
BCWM
1073
Bartlett & Co Wealth Management
Ohio
$594K +$42.4K +740 +9%
EWA
1074
Exencial Wealth Advisors
Oklahoma
$593K +$226K +3,951 +69%
WPW
1075
Waldron Private Wealth
Pennsylvania
$591K +$10.4K +182 +2%
41 42
43
44 45