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Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1501
D.J. St. Germain
Massachusetts
$424K -$43K -560 -9%
TC
1502
Tacita Capital
Ontario, Canada
$423K – – –
JSL
1503
JT Stratford LLC
Georgia
$421K +$21.7K +282 +5%
DLG
1504
Daniel L. Goodwin
$420K – – –
ST
1505
Spinnaker Trust
Maine
$417K – – –
NAS
1506
Nicolet Advisory Services
Wisconsin
$417K +$307 +4 +0.1%
M
1507
Mirova
France
$417K +$175K +2,273 +71%
5L
1508
55I LLC
Massachusetts
$415K +$142K +1,854 +52%
SIM
1509
Studio Investment Management
Illinois
$412K +$47.5K +619 +13%
ETC
1510
Exchange Traded Concepts
Oklahoma
$411K -$112K -1,462 -21%
SGK
1511
Steigerwald Gordon & Koch
Virginia
$411K -$384 -5 -0.1%
RWM
1512
RBA Wealth Management
California
$410K -$2.69K -35 -0.6%
KP
1513
Keel Point
Alabama
$410K +$1.92K +25 +0.5%
PP
1514
Patten & Patten
Tennessee
$408K -$194K -2,528 -32%
AL
1515
Aspiriant LLC
California
$408K -$2.3K -30 -0.6%
VCM
1516
Virtue Capital Management
Tennessee
$406K +$117K +1,526 +40%
TSWM
1517
Triangle Securities Wealth Management
North Carolina
$405K -$827K -10,771 -67%
CA
1518
Cornerstone Advisory
Maryland
$405K -$245K -3,192 -38%
RIA
1519
Regal Investment Advisors
Michigan
$404K -$9.98K -130 -2%
GS
1520
Gagnon Securities
New York
$404K +$406K +5,288 New
LFAS
1521
Level Four Advisory Services
Texas
$403K -$136K -1,772 -25%
LWM
1522
Liberty Wealth Management
California
$403K – – –
RCIM
1523
Red Cedar Investment Management
Michigan
$398K -$786K -10,231 -66%
SAM
1524
SignalPoint Asset Management
Missouri
$397K +$27.1K +353 +10%
RP
1525
Rice Partnership
Hawaii
$396K -$330K -4,302 -45%
59 60
61
62 63