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Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
826
International Assets Investment Management
Florida
$359K – – –
EW
827
Elyxium Wealth
California
$358K -$883 -6 -0.3%
HT
828
Heritage Trust
Oklahoma
$357K -$73.6K -500 -18%
TNA
829
True North Advisors
Texas
$357K -$736 -5 -0.2%
HFM
830
Harvest Fund Management
China
$355K -$1.03K -7 -0.3%
NCTC
831
New Covenant Trust Company
Indiana
$354K – – –
CPSC
832
Carl P. Sherr & Co
Massachusetts
$354K -$29.4K -200 -8%
FFA
833
First Foundation Advisors
California
$352K -$12.5K -85 -4%
AFO
834
Arrowroot Family Office
California
$351K +$118K +799 +53%
JIP
835
Jaffetilchin Investment Partners
Florida
$347K +$1.32K +9 +0.4%
HWMO
836
Heritage Wealth Management (Ohio)
Ohio
$347K – – –
CI
837
Conning Inc
Connecticut
$346K – – –
FLPIM
838
F.L. Putnam Investment Management
Massachusetts
$346K – – –
WG
839
Watchman Group
Texas
$346K +$883 +6 +0.3%
FC
840
Farringdon Capital
United Kingdom
$344K +$333K +2,260 New
GLA
841
Great Lakes Advisors
Illinois
$341K -$120K -818 -27%
WFI
842
West Family Investments
California
$341K +$5.89K +40 +2%
CRC
843
Curi RMB Capital
Illinois
$339K -$17.4K -118 -5%
MG
844
Mather Group
Illinois
$339K +$45.9K +312 +16%
WCM
845
WealthBridge Capital Management
Ohio
$337K -$589 -4 -0.2%
GCM
846
Gables Capital Management
Florida
$337K – – –
BMC
847
Beaton Management Company
Massachusetts
$337K – – –
NS
848
NBC Securities
Alabama
$336K +$147K +1,000 +83%
SAM
849
Smartleaf Asset Management
Massachusetts
$336K +$126K +857 +65%
FIA
850
Foundations Investment Advisors
Arizona
$335K -$10.6K -72 -3%
32 33
34
35 36