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Name Holding Trade Value Shares
Change 		Change in
Stake
AMIM
1026
Aull & Monroe Investment Management
Alabama
$2.33M +$45.4K +968 +2%
WPI
1027
Walter Public Investments
Canada
$2.32M -$2.62M -55,941 -50%
AWM
1028
Accurate Wealth Management
Florida
$2.32M +$323K +6,888 +14%
BJL
1029
Brighton Jones LLC
Washington
$2.31M +$169K +3,609 +7%
EWS
1030
Evergreen Wealth Solutions
Pennsylvania
$2.31M +$121K +2,585 +6%
SWASL
1031
Spartan Wealth Advisory Services LLC
Michigan
$2.3M +$129K +2,749 +5%
RMAM
1032
Raab & Moskowitz Asset Management
New Jersey
$2.3M -$109K -2,315 -4%
CCG
1033
Coastwise Capital Group
California
$2.3M +$33.4K +711 +1%
FCM
1034
Flagship Capital Management
Pennsylvania
$2.29M +$21.1K +450 +0.8%
PWP
1035
Precedent Wealth Partners
Texas
$2.28M +$527K +11,233 +26%
TCBWMS
1036
Texas Capital Bank Wealth Management Services
Texas
$2.28M +$16.2K +345 +0.6%
DEM
1037
Disciplined Equity Management
Florida
$2.27M +$12.7K +270 +0.5%
BB
1038
Berkshire Bank
Massachusetts
$2.27M -$150K -3,205 -6%
MIC
1039
Meridian Investment Counsel
California
$2.26M +$694K +14,796 +38%
B
1040
Bailard
California
$2.26M +$734K +15,647 +41%
WAM
1041
Weatherly Asset Management
California
$2.25M -$337K -7,174 -12%
QWM
1042
Quadcap Wealth Management
Texas
$2.25M +$165K +3,520 +7%
CT
1043
Caldwell Trust
Florida
$2.25M -$140K -2,979 -5%
UB
1044
Umpqua Bank
Oregon
$2.25M +$134K +2,864 +6%
RCM
1045
Radnor Capital Management
Pennsylvania
$2.25M -$11.7K -250 -0.5%
KFS
1046
Keynote Financial Services
Connecticut
$2.24M -$32.6K -695 -1%
IA
1047
Integrity Alliance
Iowa
$2.24M -$194K -4,139 -7%
ECM
1048
ExodusPoint Capital Management
New York
$2.23M +$2.47M +52,751 New
IEFM
1049
IQ EQ Fund Management
Ireland
$2.23M +$93.7K +1,997 +4%
HSA
1050
Hussman Strategic Advisors
Maryland
$2.22M – – –
40 41
42
43 44