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Name Holding Trade Value Shares
Change 		Change in
Stake
WHAM
1751
Windmill Hill Asset Management
United Kingdom
$2.8M -$406K -1,690 -12%
DSC
1752
Duncker Streett & Co
Missouri
$2.8M +$4.09K +17 +0.1%
RCG
1753
Regatta Capital Group
California
$2.8M -$79.1K -329 -3%
OAM
1754
Occidental Asset Management
California
$2.79M +$37.7K +157 +1%
BHWM
1755
Bar Harbor Wealth Management
New Hampshire
$2.79M -$349K -1,453 -11%
BWAM
1756
Boyd Watterson Asset Management
Ohio
$2.79M -$9.86K -41 -0.3%
PPC
1757
Park Place Capital
Alabama
$2.79M -$367K -1,528 -11%
AWM
1758
Ameliora Wealth Management
Switzerland
$2.78M +$45.9K +191 +2%
FFM
1759
Forum Financial Management
Illinois
$2.78M +$50K +208 +2%
HFRG
1760
Houlihan Financial Resource Group
Virginia
$2.77M -$86.4M -359,467 -97%
BSB
1761
Bangor Savings Bank
Maine
$2.77M -$53.4K -222 -2%
RCAG
1762
Rehmann Capital Advisory Group
Michigan
$2.77M -$87K -362 -3%
PTC
1763
Private Trust Company
Ohio
$2.76M +$355K +1,475 +14%
BOSSRA
1764
B.O.S.S. Retirement Advisors
Utah
$2.75M +$280K +1,166 +11%
WA
1765
Wealth Alliance
New York
$2.75M -$337K -1,404 -11%
FFS
1766
Founders Financial Securities
Maryland
$2.75M +$156K +649 +6%
GCM
1767
Gables Capital Management
Florida
$2.74M – – –
GSEP
1768
Golden State Equity Partners
California
$2.74M +$138K +575 +5%
SB
1769
Simmons Bank
Arkansas
$2.74M -$107K -446 -4%
CC
1770
Cypress Capital
Tennessee
$2.74M -$3.61K -15 -0.1%
TPM
1771
Triasima Portfolio Management
Quebec, Canada
$2.73M +$1.34M +5,575 +88%
YDMI
1772
Y.D. More Investments
Israel
$2.73M -$938K -3,902 -25%
NL
1773
Navalign LLC
California
$2.73M +$191K +794 +7%
KCG
1774
Kinsale Capital Group
Virginia
$2.73M +$803K +3,341 +39%
SFP
1775
Sweet Financial Partners
Minnesota
$2.72M +$81K +337 +3%
69 70
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