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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1026
Ancora Advisors
Ohio
$955K -$1.05M -12,432 -52%
FI
1027
Financial Insights
Washington
$955K +$22.9K +271 +2%
CFMC
1028
Curbstone Financial Management Corp
New Hampshire
$955K -$28.7K -340 -3%
PCG
1029
PFC Capital Group
California
$952K -$66.4K -787 -7%
ADL
1030
Asset Dedication LLC
California
$950K -$185K -2,194 -16%
SW
1031
Simplicity Wealth
New Jersey
$947K -$85.9K -1,018 -8%
NB
1032
NBT Bank
New York
$947K -$24.7K -293 -3%
CP
1033
Capital Planning
Washington
$946K -$7.76K -92 -0.8%
MG
1034
Mather Group
Illinois
$943K -$9.28K -110 -1%
FMWA
1035
Forvis Mazars Wealth Advisors
Missouri
$940K -$3.04K -36 -0.3%
DCM
1036
Donaldson Capital Management
Indiana
$939K -$185K -2,196 -16%
YP
1037
YANKCOM Partnership
South Dakota
$938K +$134K +1,587 +17%
RYIA
1038
Roehl & Yi Investment Advisors
Oregon
$937K -$30.7K -364 -3%
DWM
1039
Diversify Wealth Management
Utah
$934K -$16.4K -195 -2%
ETC
1040
Exchange Traded Concepts
Oklahoma
$926K +$131K +1,555 +16%
HCP
1041
Hexagon Capital Partners
Arkansas
$926K +$17.7K +210 +2%
CI
1042
Cigna Investments
Connecticut
$923K -$17.3K -205 -2%
VIM
1043
VELA Investment Management
Ohio
$922K -$206K -2,438 -18%
MCM
1044
Manchester Capital Management
Vermont
$919K +$79.7K +945 +9%
GF
1045
Gabelli Funds
New York
$918K +$54.8K +650 +6%
EW
1046
Evoke Wealth
California
$917K +$189K +2,242 +26%
JWM
1047
JGP Wealth Management
Oregon
$914K -$28.9K -342 -3%
ZI
1048
ZEGA Investments
Florida
$913K +$169 +2 +0%
UPS
1049
UHLMANN PRICE SECURITIES
Illinois
$913K +$291K +3,452 +47%
NERM
1050
New England Research & Management
Illinois
$912K -$88.6K -1,050 -9%
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