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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1501
Personal CFO Solutions
New Jersey
$550K +$144K +1,468 +32%
FFP
1502
FourThought Financial Partners
Florida
$550K -$18.5K -188 -3%
SWM
1503
Soundmark Wealth Management
Washington
$549K -$6.38K -65 -1%
MPI
1504
Mairs & Power Inc
Minnesota
$549K -$88.7K -904 -13%
FC
1505
Fulcrum Capital
Washington
$546K -$29.4K -300 -5%
PVM
1506
Palogic Value Management
Texas
$546K +$7.07K +72 +1%
DA
1507
Doliver Advisors
Texas
$545K -$33.4K -340 -5%
VCM
1508
Virtue Capital Management
Tennessee
$541K – – –
WKWM
1509
Walter & Keenan Wealth Management
Indiana
$541K -$68.7K -700 -11%
JWM
1510
Jeppson Wealth Management
California
$539K – – –
PFBT
1511
Parkside Financial Bank & Trust
Missouri
$538K +$37.5K +382 +7%
CANY
1512
Caxton Associates (New York)
New York
$537K -$1.58M -16,089 -73%
FFS
1513
Founders Financial Securities
Maryland
$537K -$25.6K -261 -4%
DGAM
1514
Desjardins Global Asset Management
Quebec, Canada
$535K -$435K -4,431 -43%
BEAM
1515
Baker Ellis Asset Management
Washington
$535K +$10.6K +108 +2%
JIP
1516
Jaffetilchin Investment Partners
Florida
$532K -$9.23K -94 -2%
MYLI
1517
Meiji Yasuda Life Insurance
Japan
$532K -$266K -2,710 -32%
BOSSRA
1518
B.O.S.S. Retirement Advisors
Utah
$530K -$2.94K -30 -0.5%
CB
1519
Cadence Bank
Mississippi
$529K +$12.9K +131 +2%
BLC
1520
Brown, Lisle/Cummings
Rhode Island
$525K – – –
SCM
1521
Stordahl Capital Management
Colorado
$525K – – –
SAM
1522
Strategy Asset Managers
California
$525K +$80.4K +819 +17%
KWA
1523
Kingswood Wealth Advisors
California
$524K -$327K -3,335 -37%
ERSOT
1524
Employees Retirement System of Texas
Texas
$524K – – –
BIM
1525
Bridges Investment Management
Nebraska
$524K -$178K -1,815 -24%
59 60
61
62 63