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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2101
SSI Investment Management
California
$628K -$2.64K -46 -0.4%
MGAM
2102
McGowan Group Asset Management
Texas
$628K +$643K +11,212 New
SP
2103
Sarasin & Partners
United Kingdom
$626K -$13.4K -234 -2%
RTS
2104
Round Table Services
New Jersey
$625K -$162K -2,825 -20%
WDG
2105
Wealth Dimensions Group
Ohio
$625K +$8.61K +150 +1%
OWA
2106
Outlook Wealth Advisors
Texas
$622K -$10.7K -186 -2%
WPW
2107
Warther Private Wealth
Ohio
$620K +$632K +11,009 New
BCP
2108
Berkeley Capital Partners
Georgia
$619K -$130K -2,265 -17%
SWA
2109
SOA Wealth Advisors
New York
$619K -$9.18K -160 -1%
FFC
2110
First Financial Corp
Indiana
$618K -$7.8K -136 -1%
LFASL
2111
Lugano Financial Advisors SA (LFA)
Switzerland
$618K +$13.2K +230 +2%
FWP
2112
Firethorn Wealth Partners
Georgia
$617K +$3.04K +53 +0.5%
DJYG
2113
David J. Yvars Group
Florida
$616K – – –
TSS
2114
Two Sigma Securities
New York
$616K +$124K +2,161 +24%
ICA
2115
Infrastructure Capital Advisors
New York
$616K +$631K +11,000 New
IC
2116
Inverness Counsel
New York
$615K -$47.3K -825 -7%
CPA
2117
Capital Planning Advisors
California
$615K +$130K +2,263 +26%
SIC
2118
Shoker Investment Counsel
Ohio
$614K +$7.8K +136 +1%
TCOO
2119
Trust Company of Oklahoma
Oklahoma
$612K +$222K +3,869 +55%
MRCM
2120
M&R Capital Management
New Jersey
$611K +$68.1K +1,186 +12%
MWM
2121
Minot Wealth Management
Massachusetts
$609K -$778K -13,561 -56%
HA
2122
HC Advisors
Georgia
$609K -$48.3K -841 -7%
DLG
2123
Daniel L. Goodwin
$608K – – –
MCM
2124
Manchester Capital Management
Vermont
$607K +$101K +1,760 +19%
FC
2125
Financial Consulate
Maryland
$606K +$30.1K +525 +5%
83 84
85
86 87