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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2101
Elmwood Wealth Management
California
$752K – – –
OL
2102
Optas LLC
Texas
$752K +$394K +1,971 +110%
BCM
2103
Brown Capital Management
Maryland
$751K -$401K -2,008 -35%
FS
2104
Ferguson Shapiro
Georgia
$747K +$1.6K +8 +0.2%
MIM
2105
Manitou Investment Management
Ontario, Canada
$745K +$41.9K +210 +6%
EWA
2106
Evolution Wealth Advisors
Florida
$741K -$72.3K -362 -9%
SIM
2107
SSI Investment Management
California
$741K -$17K -85 -2%
AP
2108
Arlington Partners
Alabama
$741K – – –
AMCA
2109
Arthur M. Cohen & Associates
Illinois
$739K -$77.9K -390 -10%
I
2110
INVST
Indiana
$739K +$37.8K +189 +5%
HR
2111
Howe & Rusling
New York
$738K -$58.7K -294 -7%
FNBOH
2112
First National Bank of Hutchinson
Kansas
$738K -$6.39K -32 -0.9%
WEPOG
2113
Wealth Enhancement & Preservation of GA
Georgia
$738K +$187K +938 +34%
SIAS
2114
Shine Investment Advisory Services
Colorado
$736K -$46.5K -233 -6%
LP
2115
LGL Partners
Pennsylvania
$736K -$6.99K -35 -0.9%
WIC
2116
Woodmont Investment Counsel
Tennessee
$735K – – –
HCP
2117
Holt Capital Partners
Texas
$735K +$160K +800 +28%
CCM
2118
Cribstone Capital Management
Maine
$733K +$134K +672 +22%
CSPIA
2119
Cary Street Partners Investment Advisory
Virginia
$733K +$428K +2,143 +141%
SLT
2120
St Louis Trust
Missouri
$732K – – –
MWM
2121
MorganRosel Wealth Management
Colorado
$731K -$136K -681 -16%
OPPTF
2122
OPSEU Pension Plan Trust Fund
Ontario, Canada
$729K +$49.5K +248 +7%
HCP
2123
Hexagon Capital Partners
Arkansas
$727K +$786K +3,936 New
GSIS
2124
Global Strategic Investment Solutions
Arizona
$726K +$32K +160 +5%
IIM
2125
Ironwood Investment Management
Massachusetts
$725K +$17K +85 +2%
83 84
85
86 87