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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1476
MV Capital Management
Maryland
$529K – – –
RIG
1477
Renaissance Investment Group
Massachusetts
$529K – – –
SPIO
1478
Seven Post Investment Office
California
$529K – – –
FFWM
1479
Future Financial Wealth Management
Ohio
$529K +$384K +2,250 New
LFA
1480
Legacy Financial Advisors
Kentucky
$529K +$384K +2,250 New
AA
1481
AQR Arbitrage
Connecticut
$529K +$391K +2,289 New
OPWM
1482
Oxinas Partners Wealth Management
Indiana
$528K +$383K +2,244 New
TF
1483
TimeScale Financial
Massachusetts
$527K +$6.14K +36 +2%
PRS
1484
Pinkerton Retirement Specialists
Idaho
$524K +$1.02K +6 +0.3%
FMP
1485
Financial Management Professionals
Texas
$524K +$32.3K +189 +9%
ADL
1486
Asset Dedication LLC
California
$524K +$82.4K +483 +27%
FRA
1487
Frank Rimerman Advisors
California
$523K +$379K +2,223 New
CC
1488
Cornerstone Capital
California
$522K – – –
CCM
1489
Carlson Capital Management
Minnesota
$521K +$44.5K +261 +17%
SCM
1490
Schnieders Capital Management
California
$519K -$85.5K -501 -19%
BIA
1491
Barry Investment Advisors
Massachusetts
$519K +$512 +3 +0.1%
BMC
1492
Beaton Management Company
Massachusetts
$519K +$5.12K +30 +1%
CF
1493
Copperwynd Financial
Arizona
$518K -$8.19K -48 -2%
LIM
1494
Leavell Investment Management
Alabama
$518K +$76.3K +447 +25%
SXL
1495
Summit X LLC
Missouri
$518K +$374K +2,190 New
MCA
1496
Magnolia Capital Advisors
Mississippi
$514K -$48.6K -285 -12%
AFG
1497
Allegheny Financial Group
Pennsylvania
$514K +$373K +2,187 New
PFBT
1498
Parkside Financial Bank & Trust
Missouri
$513K +$103K +606 +38%
HIC
1499
Hartline Investment Corp
Illinois
$509K +$26.6K +156 +8%
WAS
1500
Winch Advisory Services
Wisconsin
$506K +$37.9K +222 +12%
58 59
60
61 62