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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2101
Strategic Investment Advisors
Michigan
$549K -$787K -4,367 -60%
KFA
2102
Krane Funds Advisors
New York
$549K +$12.3K +68 +2%
EWM
2103
EPG Wealth Management
Georgia
$546K +$524K +2,906 New
SM
2104
SG3 Management
Puerto Rico
$545K +$522K +2,900 New
WAAG
2105
Wealth Alliance Advisory Group
Kansas
$544K -$4.68K -26 -0.9%
FPCG
2106
Fort Pitt Capital Group
Pennsylvania
$544K +$135K +747 +35%
BG
2107
Berry Group
Massachusetts
$544K +$522K +2,895 New
TCM
2108
TimesSquare Capital Management
New York
$543K -$13.4M -74,260 -96%
BAAM
2109
Baker Avenue Asset Management
California
$542K +$173K +958 +50%
JF
2110
JSF Financial
California
$541K -$5.41K -30 -1%
T
2111
TrueFG
Texas
$541K +$519K +2,880 New
IA
2112
IFG Advisory
Georgia
$540K -$27.2K -151 -5%
CG
2113
Cutler Group
California
$538K +$16.2K +90 +3%
AIS
2114
American Investment Services
Massachusetts
$537K +$4.32K +24 +0.8%
FEM
2115
Fulcrum Equity Management
Texas
$537K +$16.9K +94 +3%
HCP
2116
Holt Capital Partners
Texas
$536K – – –
RW
2117
REDW Wealth
New Mexico
$534K – – –
MIM
2118
Manitou Investment Management
Ontario, Canada
$534K +$19.8K +110 +4%
LK
2119
Lumbard & Kellner
New Hampshire
$533K – – –
PHAM
2120
Palisades Hudson Asset Management
Florida
$533K – – –
PAS
2121
Partnervest Advisory Services
California
$533K +$26.5K +147 +5%
BFA
2122
Bragg Financial Advisors
North Carolina
$528K -$55.5K -308 -10%
NERM
2123
New England Research & Management
Illinois
$528K -$9.01K -50 -2%
MAM
2124
Marotta Asset Management
Virginia
$527K +$472K +2,622 New
RGIA
2125
Rainier Group Investment Advisory
Washington
$526K -$35.7K -198 -7%
83 84
85
86 87