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Name Holding Trade Value Shares
Change 		Change in
Stake
PHIMC
2051
Private Harbour Investment Management & Counsel
Ohio
$357K -$32.8K -120 -7%
NB
2052
Northwest Bancshares
Pennsylvania
$357K – – –
NEGWA
2053
New England Guild Wealth Advisors
Connecticut
$357K +$8.19K +30 +2%
SC
2054
Sierra Capital
Florida
$356K -$7.37K -27 -2%
KA
2055
Klingman & Associates
New York
$356K +$13.9K +51 +3%
EA
2056
Echo45 Advisors
California
$355K -$174K -636 -29%
KAM
2057
Knightsbridge Asset Management
California
$355K +$261K +957 +153%
PPP
2058
Private Portfolio Partners
New Jersey
$355K -$16.4K -60 -4%
BTIM
2059
BancFirst Trust & Investment Management
Oklahoma
$354K – – –
GBWM
2060
Granite Bay Wealth Management
New Hampshire
$352K +$44.2K +162 +12%
VW
2061
Vance Wealth
California
$351K +$31.9K +117 +8%
FZCM
2062
Flynn Zito Capital Management
New York
$350K -$135K -495 -24%
IA
2063
IAM Advisory
Pennsylvania
$350K -$49.1K -180 -10%
KW
2064
KWB Wealth
California
$350K -$40.1K -147 -9%
SSCA
2065
South Shore Capital Advisors
Massachusetts
$350K – – –
KPWG
2066
KFA Private Wealth Group
Virginia
$350K +$9.83K +36 +2%
MCM
2067
Marathon Capital Management
Maryland
$350K +$426K +1,560 New
MPI
2068
Mairs & Power Inc
Minnesota
$349K – – –
RI
2069
Ridgewood Investments
New Jersey
$348K +$138K +507 +49%
MCC
2070
Money Concepts Capital
Florida
$347K -$3.4M -12,441 -89%
TIM
2071
Total Investment Management
Arizona
$347K -$86.8K -318 -17%
SC
2072
Sawyer & Company
Massachusetts
$347K – – –
BHWM
2073
Bar Harbor Wealth Management
New Hampshire
$346K +$157K +576 +60%
WFA
2074
Wellspring Financial Advisors
Ohio
$345K +$1.64K +6 +0.4%
AL
2075
ADE LLC
Maryland
$345K +$5.73K +21 +1%
81 82
83
84 85