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Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
1126
Fox Run Management
Connecticut
$998K +$1.05M +10,177 New
CAM
1127
Covenant Asset Management
New Jersey
$998K – – –
JPWM
1128
Jamison Private Wealth Management
Georgia
$996K -$15.1K -146 -1%
EFS
1129
Essex Financial Services
Connecticut
$994K -$19K -184 -2%
KA
1130
Kovack Advisors
Florida
$986K -$15.5K -150 -1%
NSB
1131
Norway Savings Bank
Maine
$983K -$12.4K -120 -1%
SIS
1132
Sound Income Strategies
Florida
$979K +$5.48K +53 +0.5%
WA
1133
WBH Advisory
Maryland
$978K -$135K -1,303 -12%
OFS
1134
OneAscent Financial Services
Alabama
$978K +$698K +6,749 +209%
TAP
1135
Tounjian Advisory Partners
Florida
$976K +$1.03M +9,954 New
RWPA
1136
Richard W. Paul & Associates
Michigan
$974K -$5.79K -56 -0.6%
B
1137
Bensler
Washington
$972K -$188K -1,817 -15%
AIM
1138
Anchor Investment Management
South Carolina
$972K -$48K -464 -4%
MCM
1139
Mengis Capital Management
Oregon
$971K -$17.2K -166 -2%
EW
1140
Evoke Wealth
California
$969K +$37.2K +360 +4%
MWM
1141
Modern Wealth Management
Kansas
$967K +$218K +2,110 +27%
UOTTAIMCU
1142
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$966K +$990K +9,581 +3,535%
MBTD
1143
Mechanics Bank - Trust Department
California
$965K -$10.3K -100 -1%
FI
1144
Financial Insights
Washington
$965K -$216K -2,086 -18%
MIP
1145
Marietta Investment Partners
Wisconsin
$963K – – –
CCM
1146
Courage Capital Management
Tennessee
$961K – – –
MS
1147
Marshall & Sullivan
Washington
$961K -$41.4K -400 -4%
CCA
1148
Cypress Capital Advisors
Tennessee
$957K +$16.9K +163 +2%
LFP
1149
Leeward Financial Partners
Washington
$956K -$33.7K -326 -3%
SWM
1150
Salvus Wealth Management
New Jersey
$950K +$268K +2,589 +36%
44 45
46
47 48