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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1651
Watershed Asset Management
California
$2.71M +$2.68M +12,500 New
PWS
1652
Peterson Wealth Services
Utah
$2.71M +$2.68M +12,490 New
PCMC
1653
Private Capital Management (Colorado)
Colorado
$2.7M +$378K +1,763 +17%
AWA
1654
Arete Wealth Advisors
Illinois
$2.69M -$20.2K -94 -0.8%
MSU
1655
Mizuho Securities USA
New York
$2.68M -$347K -1,617 -12%
AA
1656
Auxano Advisors
Washington
$2.68M +$70.6K +329 +3%
DSC
1657
Duncker Streett & Co
Missouri
$2.68M -$202K -942 -7%
BSB
1658
Bangor Savings Bank
Maine
$2.67M +$87.2K +406 +3%
GSWM
1659
Golden State Wealth Management
California
$2.67M +$766K +3,570 +41%
FDS
1660
Freedom Day Solutions
Texas
$2.67M +$95.5K +445 +4%
VCA
1661
Verdence Capital Advisors
Maryland
$2.67M +$252K +1,173 +11%
GMA
1662
Glassy Mountain Advisors
Maryland
$2.66M +$2.64M +12,280 New
GPFA
1663
Game Plan Financial Advisors
Ohio
$2.66M -$1.84M -8,584 -41%
BAM
1664
Blueshift Asset Management
New Jersey
$2.65M -$9.58M -44,606 -78%
IAIM
1665
International Assets Investment Management
Florida
$2.64M -$2.21M -10,273 -46%
QI
1666
Qtron Investments
Massachusetts
$2.62M – – –
FMBTD
1667
First Midwest Bank Trust Division
Illinois
$2.62M -$127K -593 -5%
WA
1668
Wambolt & Associates
Colorado
$2.62M +$409K +1,904 +19%
SVCF
1669
Silicon Valley Community Foundation
California
$2.6M +$2.58M +12,013 New
GCM
1670
Gables Capital Management
Florida
$2.6M – – –
BVLP
1671
Bailey Value Limited Partnership
Massachusetts
$2.6M +$2.58M +12,000 New
RIA
1672
Regal Investment Advisors
Michigan
$2.6M -$87.8K -409 -3%
MBT
1673
Montecito Bank & Trust
California
$2.6M +$34.8K +162 +1%
CH
1674
Canton Hathaway
Rhode Island
$2.59M -$834K -3,886 -25%
CRWM
1675
Castle Rock Wealth Management
California
$2.58M +$2.79K +13 +0.1%
65 66
67
68 69