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Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1476
Evoke Wealth
California
$842K -$56.9K -302 -7%
C
1477
Certuity
Florida
$838K +$273K +1,451 +52%
LSC
1478
Lyon Street Capital
California
$837K +$800K +4,250 New
CFA
1479
Carroll Financial Associates
North Carolina
$834K -$34.7K -184 -4%
BST
1480
Bath Savings Trust
Maine
$834K +$59.3K +315 +8%
WDA
1481
Wendell David Associates
New Hampshire
$829K – – –
GLA
1482
Good Life Advisors
Pennsylvania
$826K -$25K -133 -3%
RFM
1483
Royal Fund Management
Florida
$826K +$132K +702 +20%
EIM
1484
Essex Investment Management
Massachusetts
$826K +$772K +4,100 +4,505%
PFA
1485
Paradigm Financial Advisors
Missouri
$822K +$786K +4,172 New
HCP
1486
Hexagon Capital Partners
Arkansas
$822K +$825K +4,380 New
SF
1487
Symphony Financial
Texas
$820K -$23K -122 -3%
AL
1488
Aspiriant LLC
California
$818K -$21.3K -113 -3%
PPW
1489
Parcion Private Wealth
Washington
$817K -$9.42K -50 -1%
FHC
1490
First Horizon Corporation
Tennessee
$816K +$780K +4,142 New
CIA
1491
Choate Investment Advisors
Massachusetts
$815K -$21.7K -115 -3%
DBIA
1492
Dumont & Blake Investment Advisors
New Jersey
$812K -$6.78K -36 -0.9%
JWM
1493
JGP Wealth Management
Oregon
$812K +$47.1K +250 +6%
SIA
1494
SeaBridge Investment Advisors
New Jersey
$806K -$367K -1,946 -32%
FFC
1495
First Financial Corp
Indiana
$805K -$36.7K -195 -5%
GFP
1496
Gryphon Financial Partners
Ohio
$804K -$42.8K -227 -5%
AC
1497
Alexandria Capital
Virginia
$803K – – –
ACM
1498
AUA Capital Management
Pennsylvania
$802K +$188K +1,000 +33%
MWM
1499
Mission Wealth Management
California
$798K +$263K +1,394 +53%
ZB
1500
Zions Bancorporation
Utah
$793K -$217K -1,152 -22%
58 59
60
61 62