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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1851
Peak Financial Management
Massachusetts
$567K +$45.8K +795 +9%
AAM
1852
AMI Asset Management
California
$567K +$59.9K +1,040 +12%
FVWA
1853
Foster Victor Wealth Advisors
South Carolina
$566K -$117K -2,025 -17%
WDL
1854
Well Done LLC
Michigan
$566K +$7.72K +134 +1%
NGA
1855
Naples Global Advisors
Florida
$566K +$32.1K +557 +6%
CASB
1856
Cape Ann Savings Bank
Massachusetts
$566K +$63.1K +1,095 +12%
CBA
1857
Coastal Bridge Advisors
Connecticut
$563K -$16K -278 -3%
WI
1858
Wintrust Investments
Illinois
$562K +$23.9K +414 +4%
HCM
1859
Harvest Capital Management
New Hampshire
$561K +$1.09K +19 +0.2%
ORI
1860
Oak Ridge Investments
Illinois
$559K -$2.02K -35 -0.4%
ACM
1861
Adalta Capital Management
New York
$559K – – –
WIA
1862
Westbourne Investment Advisors
Maryland
$557K -$80.7K -1,400 -13%
AWA
1863
Acorn Wealth Advisors
Michigan
$556K -$53.3K -925 -9%
DCM
1864
Dimension Capital Management
Florida
$555K +$9.79K +170 +2%
LC
1865
Lindbrook Capital
California
$554K -$21.8K -379 -4%
PFO
1866
Pathstone Family Office
New Jersey
$554K +$22.4K +389 +4%
SIC
1867
Shoker Investment Counsel
Ohio
$553K +$17.7K +308 +3%
IF
1868
IRON Financial
Illinois
$553K +$29K +503 +6%
CFA
1869
Capstone Financial Advisors
Illinois
$550K +$28.9K +501 +5%
GAM
1870
Garrison Asset Management
Arkansas
$549K – – –
NEIRG
1871
New England Investment & Retirement Group
Massachusetts
$548K -$37K -642 -6%
KM
1872
Kalos Management
Georgia
$546K +$90.4K +1,569 +20%
S
1873
SimplyRich
California
$546K +$551K +9,555 New
PMFA
1874
Plante Moran Financial Advisors
Michigan
$545K +$49.9K +866 +10%
TI
1875
Trexquant Investment
Connecticut
$545K +$550K +9,548 New
73 74
75
76 77