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Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
1626
Beacon Investment Advisory Services
New Jersey
$889K -$118K -2,986 -12%
B
1627
Bellecapital
Switzerland
$889K +$665K +16,858 +281%
OIM
1628
Orca Investment Management
Oregon
$889K +$2.01K +51 +0.2%
BI
1629
Ballast Inc
Kentucky
$888K +$114K +2,886 +14%
RWPA
1630
Richard W. Paul & Associates
Michigan
$886K -$19.7K -499 -2%
CCA
1631
Checchi Capital Advisers
California
$885K +$136K +3,443 +18%
FAM
1632
Formidable Asset Management
Ohio
$883K -$29.3K -744 -3%
CBT
1633
CoreFirst Bank & Trust
Kansas
$882K -$350K -8,870 -28%
BOC
1634
Barbara Oil Co
Illinois
$875K – – –
DBG
1635
De Burlo Group
Massachusetts
$873K – – –
PWP
1636
Phillips Wealth Planners
Mississippi
$871K -$29.5K -747 -3%
ACM
1637
Ategra Capital Management
Virginia
$868K -$109K -2,763 -11%
P
1638
Pitcairn
Pennsylvania
$867K +$175K +4,446 +25%
SWMP
1639
Signature Wealth Management Partners
New Jersey
$864K -$6.94K -176 -0.8%
LCM
1640
Leisure Capital Management
California
$862K +$90.5K +2,296 +12%
CWM
1641
Curi Wealth Management
North Carolina
$861K -$368K -9,330 -30%
CRWM
1642
Castle Rock Wealth Management
California
$861K +$16.6K +421 +2%
CWP
1643
CFM Wealth Partners
Texas
$859K +$65.7K +1,665 +8%
TAM
1644
Titleist Asset Management
Texas
$857K +$869K +22,041 New
SC
1645
Steph & Co
Wisconsin
$855K +$5.52K +140 +0.6%
CC
1646
Claybrook Capital
Massachusetts
$853K +$7.93K +201 +0.9%
EFG
1647
Ethos Financial Group
Pennsylvania
$851K +$102K +2,597 +13%
MFC
1648
Mechanics Financial Corp
Ohio
$850K – – –
TIMH
1649
Tilt Investment Management Holdings
New York
$850K +$112K +2,845 +15%
EIM
1650
Essex Investment Management
Massachusetts
$850K – – –
64 65
66
67 68