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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
2076
Stevard LLC
Illinois
$377K +$433K +2,000 New
WIC
2077
Water Island Capital
New York
$377K +$433K +2,000 New
AWM
2078
Accurate Wealth Management
Florida
$376K -$6.92K -32 -2%
LA
2079
LexAurum Advisors
Kansas
$375K -$56.9K -263 -12%
ZIMP
2080
Zimmermann Investment Management & Planning
Pennsylvania
$375K +$431K +1,991 New
ASBI
2081
American State Bank (Iowa)
Iowa
$372K +$51.9K +240 +14%
BCP
2082
Berkeley Capital Partners
Georgia
$371K +$134K +619 +46%
FWCM
2083
Ferguson Wellman Capital Management
Oregon
$370K +$11.9K +55 +3%
CIA
2084
Compass Ion Advisors
Pennsylvania
$368K – – –
SGI
2085
Summit Global Investments
Utah
$366K -$5.63K -26 -1%
SCS
2086
Syquant Capital SAS
France
$366K +$54.1K +250 +15%
GSC
2087
Ground Swell Capital
South Carolina
$365K +$418K +1,933 New
NJBEST
2088
New Jersey Better Educational Savings Trust
New Jersey
$364K -$123K -570 -23%
CG
2089
CFO4Life Group
Texas
$364K -$104K -480 -20%
LSA
2090
Lion Street Advisors
Texas
$364K +$119K +552 +40%
CIP
2091
Convergence Investment Partners
Florida
$363K -$35.3K -163 -8%
FCFS
2092
First Command Financial Services
Texas
$362K – – –
BOPW
2093
Brandywine Oak Private Wealth
Pennsylvania
$362K +$866 +4 +0.2%
IFG
2094
Investors Financial Group
Minnesota
$362K +$184K +850 +79%
OWA
2095
Octavia Wealth Advisors
Ohio
$360K +$144K +665 +53%
NERM
2096
New England Research & Management
Illinois
$359K -$75.7K -350 -16%
CFA
2097
Cahill Financial Advisors
Minnesota
$359K +$33.5K +155 +9%
CPA
2098
Cardiff Park Advisors
California
$358K +$410K +1,896 New
ACM
2099
Aquatic Capital Management
Illinois
$358K +$411K +1,900 New
MAC
2100
Mason & Associates (California)
California
$358K +$411K +1,900 New
82 83
84
85 86