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Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
2176
Hobart Private Capital
North Carolina
$457K +$43.8K +243 +11%
HFP
2177
Holistic Financial Partners
Indiana
$457K +$23.8K +132 +6%
CC
2178
Claybrook Capital
Massachusetts
$456K -$25.4K -141 -6%
SCA
2179
Sippican Capital Advisors
Massachusetts
$456K -$4.5K -25 -1%
CRCM
2180
Corbett Road Capital Management
Virginia
$456K +$437K +2,428 New
DWA
2181
Dougherty Wealth Advisers
Minnesota
$454K – – –
XS
2182
XR Securities
Illinois
$453K +$435K +2,413 New
IIC
2183
Integrated Investment Consultants
Michigan
$452K – – –
FA
2184
Fortis Advisors
Pennsylvania
$452K +$27.9K +155 +7%
UC
2185
Unio Capital
New Jersey
$451K -$54.1K -300 -11%
SFG
2186
Sunburst Financial Group
Alabama
$451K +$432K +2,400 New
VAG
2187
VisionPoint Advisory Group
Texas
$450K -$238K -1,323 -36%
CBN
2188
Cadence Bank NA
Texas
$450K – – –
DTC
2189
Davidson Trust Company
Washington
$450K +$432K +2,399 New
FPCP
2190
Fort Point Capital Partners
California
$449K -$54.1K -300 -11%
PL
2191
Perpetual Ltd
Australia
$449K – – –
DCM
2192
Dimension Capital Management
Florida
$448K -$8.29K -46 -2%
9WM
2193
9258 Wealth Management
Ohio
$448K +$113K +625 +36%
BCM
2194
Birch Capital Management
Texas
$447K +$428K +2,377 New
RZH
2195
Relyea Zuckerberg Hanson
Connecticut
$447K +$428K +2,378 New
EP
2196
Edgestream Partners
New Jersey
$446K -$356K -1,978 -45%
BCA
2197
Biltmore Capital Advisors
New Jersey
$446K +$44.1K +245 +12%
GAM
2198
Gould Asset Management
California
$444K +$9.19K +51 +2%
CFG
2199
Capstone Financial Group
Oklahoma
$444K +$426K +2,363 New
USGIU
2200
U.S. Global Investors (USGI)
Texas
$443K – – –
86 87
88
89 90