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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2576
Osterweis Capital Management
California
$12.4M -$514K -1,913 -4%
AGWCA
2577
Annis Gardner Whiting Capital Advisors
Florida
$12.4M +$1.29M +4,795 +12%
CSI
2578
Cross Staff Investments
New York
$12.4M -$144K -537 -1%
CA
2579
Centerpoint Advisors
Massachusetts
$12.4M -$74.4K -277 -0.6%
PCM
2580
Poehling Capital Management
Wisconsin
$12.4M -$100K -374 -0.8%
IWS
2581
Insight Wealth Strategies
California
$12.4M -$258K -961 -2%
BFS
2582
BridgePort Financial Solutions
Iowa
$12.4M +$274K +1,021 +2%
AWA
2583
Acumen Wealth Advisors
Tennessee
$12.4M +$12.2M +45,563 New
KCFA
2584
Key Client Fiduciary Advisors
New Jersey
$12.4M -$343K -1,279 -3%
BTD
2585
BankPlus Trust Department
Mississippi
$12.4M -$732K -2,727 -6%
OBWP
2586
O'Brien Wealth Partners
Massachusetts
$12.4M -$4.08M -15,191 -25%
PVM
2587
Palogic Value Management
Texas
$12.4M -$81.1K -302 -0.7%
AIM
2588
Adapt Investment Managers
Switzerland
$12.3M +$12.2M +45,400 New
GP
2589
Greenline Partners
New York
$12.3M -$1.56M -5,829 -11%
HGWM
2590
Horst & Graben Wealth Management
Oregon
$12.3M -$127K -473 -1%
SCM
2591
Sitrin Capital Management
California
$12.3M -$22.6K -84 -0.2%
EFH
2592
Eaton Financial Holdings
Florida
$12.3M -$409K -1,523 -3%
BGC
2593
Beutel, Goodman & Co
Ontario, Canada
$12.3M -$1.28M -4,758 -10%
MPCL
2594
My Personal CFO LLC
Washington
$12.3M +$10.7M +39,690 +720%
IIL
2595
Income Insurance Ltd
$12.3M +$12.1M +45,197 New
MSS
2596
Mitchell Sinkler & Starr
Pennsylvania
$12.3M -$21.5K -80 -0.2%
MIM
2597
MTM Investment Management
South Carolina
$12.3M -$873K -3,253 -7%
WLPWM
2598
Walled Lake Planning & Wealth Management
Illinois
$12.2M -$158K -589 -1%
BEAM
2599
Baker Ellis Asset Management
Washington
$12.2M +$192K +716 +2%
BWM
2600
BKM Wealth Management
Wisconsin
$12.2M -$492K -1,834 -4%
102 103
104
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