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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPAM
1151
Cary Street Partners Asset Management
Virginia
$767K +$195K +2,247 +26%
PFS
1152
Physicians Financial Services
North Carolina
$765K -$2.52K -29 -0.3%
LCM
1153
Lattice Capital Management
Washington
$762K – – –
KCFA
1154
Key Client Fiduciary Advisors
New Jersey
$761K +$213K +2,455 +29%
DU
1155
Delphia (USA)
Ontario, Canada
$760K +$692K +7,972 +274%
LAIC
1156
Lederer & Associates Investment Counsel
California
$759K -$40.8K -470 -4%
CCM
1157
Chimera Capital Management
New York
$758K +$941K +10,851 New
KLCM
1158
KG&L Capital Management
Louisiana
$755K -$540K -6,224 -37%
RI
1159
Ridgewood Investments
New Jersey
$755K +$123K +1,417 +15%
CAM
1160
Columbia Asset Management
Michigan
$751K +$932K +10,748 New
FNBT
1161
FineMark National Bank & Trust
Florida
$750K -$2.9M -33,403 -76%
MSFP
1162
Mark Sheptoff Financial Planning
Connecticut
$750K -$243K -2,805 -21%
MWM
1163
Mission Wealth Management
California
$749K -$50.2K -579 -5%
CW
1164
CreativeOne Wealth
Kansas
$749K -$37K -426 -4%
PCM
1165
Poehling Capital Management
Wisconsin
$749K -$3.47K -40 -0.4%
APP
1166
Alpha Paradigm Partners
Illinois
$747K +$304K +3,506 +49%
AL
1167
Arnhold LLC
New York
$747K +$928K +10,700 New
RBFC
1168
Roman Butler Fullerton & Co
Missouri
$746K +$30.3K +349 +4%
MAM
1169
Meeder Asset Management
Ohio
$746K +$55.9K +644 +6%
MOS
1170
MGO One Seven
Ohio
$746K +$67.5K +778 +8%
KJWM
1171
Kiley Juergens Wealth Management
Washington
$743K +$10.3K +119 +1%
CG
1172
Caprock Group
Idaho
$742K -$167K -1,927 -15%
CIA
1173
Capital Investment Advisors
Georgia
$740K +$114K +1,309 +14%
PWPS
1174
Pinnacle Wealth Planning Services
Ohio
$737K +$79K +911 +9%
ESCM
1175
Echo Street Capital Management
New York
$737K +$916K +10,557 New
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