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Name Holding Trade Value Shares
Change 		Change in
Stake
C
1476
Certuity
Florida
$838K +$273K +1,451 +52%
LSC
1477
Lyon Street Capital
California
$837K +$800K +4,250 New
CFA
1478
Carroll Financial Associates
North Carolina
$834K -$34.7K -184 -4%
BST
1479
Bath Savings Trust
Maine
$834K +$59.3K +315 +8%
WDA
1480
Wendell David Associates
New Hampshire
$829K – – –
GLA
1481
Good Life Advisors
Pennsylvania
$826K -$25K -133 -3%
RFM
1482
Royal Fund Management
Florida
$826K +$132K +702 +20%
EIM
1483
Essex Investment Management
Massachusetts
$826K +$772K +4,100 +4,505%
PFA
1484
Paradigm Financial Advisors
Missouri
$822K +$786K +4,172 New
HCP
1485
Hexagon Capital Partners
Arkansas
$822K +$825K +4,380 New
SF
1486
Symphony Financial
Texas
$820K -$23K -122 -3%
AL
1487
Aspiriant LLC
California
$818K -$21.3K -113 -3%
PPW
1488
Parcion Private Wealth
Washington
$817K -$9.42K -50 -1%
FHC
1489
First Horizon Corporation
Tennessee
$816K +$780K +4,142 New
CIA
1490
Choate Investment Advisors
Massachusetts
$815K -$21.7K -115 -3%
DBIA
1491
Dumont & Blake Investment Advisors
New Jersey
$812K -$6.78K -36 -0.9%
JWM
1492
JGP Wealth Management
Oregon
$812K +$47.1K +250 +6%
SIA
1493
SeaBridge Investment Advisors
New Jersey
$806K -$367K -1,946 -32%
FFC
1494
First Financial Corp
Indiana
$805K -$36.7K -195 -5%
GFP
1495
Gryphon Financial Partners
Ohio
$804K -$42.8K -227 -5%
AC
1496
Alexandria Capital
Virginia
$803K – – –
ACM
1497
AUA Capital Management
Pennsylvania
$802K +$188K +1,000 +33%
MWM
1498
Mission Wealth Management
California
$798K +$263K +1,394 +53%
ZB
1499
Zions Bancorporation
Utah
$793K -$217K -1,152 -22%
FWM
1500
Frontier Wealth Management
Missouri
$793K – – –
58 59
60
61 62