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Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
976
Monetary Management Group
Missouri
$234K – – –
FWI
977
Facet Wealth Inc
Maryland
$234K +$24.3K +51 +11%
IC
978
Inscription Capital
Texas
$230K +$3.34K +7 +1%
DG
979
Dala Group
Illinois
$230K -$4.29K -9 -2%
RC
980
RV Capital
Switzerland
$230K – – –
FIA
981
FNY Investment Advisers
New York
$228K +$237K +498 New
EF
982
Evanson Financial
Virginia
$227K +$235K +494 New
RCA
983
Riverview Capital Advisers
Massachusetts
$225K +$31K +65 +15%
CAS
984
Coppell Advisory Solutions
Texas
$225K +$9.06K +19 New
CAM
985
Claret Asset Management
Quebec, Canada
$224K +$232K +487 New
EPW
986
Evolve Private Wealth
California
$224K -$310K -651 -57%
WP
987
WealthPLAN Partners
Nebraska
$223K -$33.4K -70 -13%
AM
988
AGF Management
Ontario, Canada
$223K +$231K +485 New
HIP
989
HUB Investment Partners
Texas
$222K +$230K +483 New
CCA
990
Catalyst Capital Advisors
New York
$220K -$324K -680 -59%
BBI
991
Baxter Bros Inc
Connecticut
$220K +$229K +480 New
LI
992
LRI Investments
Florida
$217K +$181K +379 +403%
EL
993
EWA LLC
Pennsylvania
$216K -$3.34K -7 -1%
GFP
994
Gryphon Financial Partners
Ohio
$215K -$246K -516 -52%
TRCT
995
Tower Research Capital (TRC)
New York
$213K +$5.24K +11 +2%
BCIM
996
British Columbia Investment Management
British Columbia, Canada
$212K -$43.9K -92 -17%
AT
997
American Trust
Kentucky
$212K +$220K +462 New
HTC
998
Haverford Trust Company
Pennsylvania
$211K -$4.29K -9 -2%
RP
999
Riverbridge Partners
Minnesota
$211K +$219K +459 New
SW
1000
SlateStone Wealth
Florida
$210K +$218K +457 New
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40
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