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Name Holding Trade Value Shares
Change 		Change in
Stake
VFM
926
Viking Fund Management
North Dakota
$2.01M – – –
OQS
927
Occudo Quantitative Strategies
Florida
$2.01M +$2.16M +21,996 New
GCMG
928
Gyroscope Capital Management Group
Florida
$2M +$2.15M +21,925 New
CCB
929
Country Club Bank
Missouri
$2M -$22.6K -230 -1%
CIA
930
Cohen Investment Advisors
New Hampshire
$2M +$260K +2,650 +14%
JPMIA
931
J.P. Marvel Investment Advisors
Massachusetts
$2M – – –
JCM
932
Jag Capital Management
Missouri
$1.99M -$252K -2,565 -11%
CPSC
933
Carl P. Sherr & Co
Massachusetts
$1.98M +$6.28K +64 +0.3%
MWM
934
Marion Wealth Management
Pennsylvania
$1.98M +$57.9K +590 +3%
QCG
935
Quadrant Capital Group
Ohio
$1.96M +$21.9K +223 +1%
BFPW
936
BOK Financial Private Wealth
Colorado
$1.95M -$329K -3,347 -14%
CG
937
Colony Group
Massachusetts
$1.94M -$1.02M -10,369 -33%
EWM
938
Executive Wealth Management
Michigan
$1.94M +$319K +3,246 +18%
SW
939
Solidarity Wealth
Utah
$1.93M -$1.8M -18,376 -47%
HT
940
HAP Trading
New York
$1.93M +$2.07M +21,099 New
CA
941
Clearstead Advisors
Ohio
$1.93M -$57.9K -590 -3%
FHB
942
First Hawaiian Bank
Hawaii
$1.92M -$799K -8,144 -28%
CT
943
Coastline Trust
Rhode Island
$1.92M -$216K -2,205 -9%
GFA
944
Gifford Fong Associates
California
$1.92M – – –
WAM
945
Walker Asset Management
Missouri
$1.92M -$34.5K -352 -2%
CWM
946
Calamos Wealth Management
Illinois
$1.91M -$68.1K -694 -3%
FTDI
947
First Trust Direct Indexing
Massachusetts
$1.9M +$81.6K +831 +4%
SM
948
Sciencast Management
New Jersey
$1.89M +$2.03M +20,692 New
BFA
949
Bill Few Associates
Pennsylvania
$1.88M -$1.96K -20 -0.1%
AMBIA
950
Allen Mooney & Barnes Investment Advisors
Georgia
$1.88M +$4.12K +42 +0.2%
36 37
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