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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
2651
Dougherty Wealth Advisers
Minnesota
$536K – – –
MWA
2652
Moser Wealth Advisors
Washington
$536K – – –
CRCM
2653
Corbett Road Capital Management
Virginia
$536K +$202K +932 +63%
AIIMS
2654
Analyst IMS Investment Management Services
Israel
$535K -$1.73K -8 -0.3%
HWM
2655
Hemington Wealth Management
Virginia
$534K +$64.2K +297 +14%
KC
2656
Kenfarb & Co
Kentucky
$534K +$154K +710 +42%
TA
2657
Trellis Advisors
Washington
$533K +$3.24K +15 +0.6%
CSB
2658
City State Bank
Iowa
$532K -$10.8K -50 -2%
SIM
2659
Sadoff Investment Management
Wisconsin
$532K +$8.22K +38 +2%
CCM
2660
Carlson Capital Management
Minnesota
$532K +$43.9K +203 +9%
PAM
2661
Paradigm Asset Management
New York
$530K – – –
OPOWM
2662
One Plus One Wealth Management
Florida
$530K -$130K -603 -20%
OL
2663
Optas LLC
Texas
$529K -$12.5K -58 -2%
MAM
2664
McCarthy Asset Management
California
$529K – – –
SQA
2665
Simon Quick Advisors
New Jersey
$529K +$110K +508 +27%
JF
2666
Jump Financial
Illinois
$528K -$709K -3,276 -58%
GP
2667
Geneva Partners
Wisconsin
$527K -$2.81K -13 -0.5%
TC
2668
TAGStone Capital
North Carolina
$527K +$22.5K +104 +5%
MC
2669
Merlin Capital
Rhode Island
$526K – – –
RPCA
2670
Running Point Capital Advisors
California
$524K -$18.6K -86 -4%
SL
2671
Salomon & Ludwin
Virginia
$524K +$18K +83 +4%
TVAMP
2672
Tennessee Valley Asset Management Partners
Tennessee
$523K -$30.3K -140 -6%
SC
2673
Sierra Capital
Florida
$523K -$6.06K -28 -1%
OPPTF
2674
OPSEU Pension Plan Trust Fund
Ontario, Canada
$523K +$10.8K +50 +2%
UCB
2675
United Community Bank
South Carolina
$522K -$16.4K -76 -3%
105 106
107
108 109