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Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
1226
IMS Capital Management
Oregon
$1.23M -$15.8K -166 -1%
AR
1227
Advisory Research
Illinois
$1.23M – – –
CP
1228
Capital Planning
Washington
$1.22M +$1.09M +11,445 New
TIM
1229
Thompson Investment Management
Wisconsin
$1.22M -$76.4K -800 -7%
NL
1230
NVWM LLC
Pennsylvania
$1.22M +$7.92K +83 +0.7%
NSB
1231
Norway Savings Bank
Maine
$1.22M +$90.7K +950 +9%
VCA
1232
Verdence Capital Advisors
Maryland
$1.21M -$233K -2,440 -18%
DBRC
1233
D.B. Root & Company
Pennsylvania
$1.21M -$36.3K -380 -3%
PJSIMP
1234
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.21M – – –
CPA
1235
Capital Planning Advisors
California
$1.21M +$129K +1,355 +14%
LOAMS
1236
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.2M -$97.5K -1,021 -8%
JCM
1237
Jacobi Capital Management
Pennsylvania
$1.2M -$8.31K -87 -0.8%
CCMD
1238
Cypress Capital Management (Delaware)
Delaware
$1.2M +$2.86K +30 +0.3%
AWP
1239
Accretive Wealth Partners
New Jersey
$1.2M +$1.07M +11,192 New
RMAM
1240
Raab & Moskowitz Asset Management
New Jersey
$1.2M +$127K +1,335 +14%
FF
1241
FourThought Financial
Florida
$1.19M +$1.06M +11,098 New
PWAG
1242
Polaris Wealth Advisory Group
California
$1.19M -$16.2M -169,415 -94%
AIIMS
1243
Analyst IMS Investment Management Services
Israel
$1.18M – – –
PP
1244
Paloma Partners
Connecticut
$1.18M -$220K -2,309 -17%
TMAM
1245
Tokio Marine Asset Management
Japan
$1.17M -$42K -440 -4%
GRP
1246
Global Retirement Partners
California
$1.16M +$10.9K +114 +1%
GWSG
1247
GPS Wealth Strategies Group
Colorado
$1.16M -$48.2K -505 -4%
SCA
1248
Stuart Chaussee & Associates
California
$1.16M – – –
JWM
1249
JGP Wealth Management
Oregon
$1.15M +$2.1K +22 +0.2%
CWAG
1250
Compton Wealth Advisory Group
Virginia
$1.15M +$6.3K +66 +0.6%
48 49
50
51 52