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Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1201
Renaissance Investment Group
Massachusetts
$337K -$60.9K -957 -14%
LCM
1202
Logan Capital Management
Pennsylvania
$336K -$106K -1,663 -22%
BFS
1203
Bard Financial Services
Connecticut
$336K -$15.9K -250 -4%
1IA
1204
1834 Investment Advisors
Wisconsin
$335K +$368K +5,781 New
LAM
1205
LECAP Asset Management
United Kingdom
$335K +$367K +5,776 New
IP
1206
Ignite Planners
California
$335K -$33.1K -521 -9%
SAI
1207
Systematic Alpha Investments
New Jersey
$334K – – –
SOW
1208
State of Wyoming
Wyoming
$333K -$34K -534 -9%
SFS
1209
Sharp Financial Services
Pennsylvania
$331K +$33.4K +525 +10%
CFM
1210
Catalyst Funds Management
Australia
$331K +$146K +2,300 +68%
CFG
1211
Carr Financial Group
Massachusetts
$330K -$4.45K -70 -1%
CFGS
1212
Concourse Financial Group Securities
Alabama
$329K +$10.8K +170 +3%
VHAM
1213
Van Hulzen Asset Management
California
$329K -$2.19M -34,486 -86%
RB
1214
Rodgers Brothers
Pennsylvania
$329K -$4.01K -63 -1%
CA
1215
Claro Advisors
Massachusetts
$329K +$5.15K +81 +1%
WPP
1216
Whalerock Point Partners
Rhode Island
$326K -$128K -2,020 -26%
SAM
1217
Smartleaf Asset Management
Massachusetts
$324K +$64.2K +1,009 +22%
MAM
1218
Mystic Asset Management
Rhode Island
$321K – – –
MMM
1219
Mendel Money Management
Illinois
$320K -$6.04K -95 -2%
HPC
1220
HM Payson & Co
Maine
$320K -$16.2K -255 -4%
BFIM
1221
Beese Fulmer Investment Management
Ohio
$320K -$40.1K -631 -10%
WKSWA
1222
White Knight Strategic Wealth Advisors
New Jersey
$319K +$102K +1,600 +41%
NBT
1223
Northwest Bank & Trust
Iowa
$317K +$348K +5,466 New
HSA
1224
HBK Sorce Advisory
Pennsylvania
$316K -$2.93K -46 -0.8%
JWCA
1225
J.W. Coons Advisors
Ohio
$315K – – –
47 48
49
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