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Name Holding Trade Value Shares
Change 		Change in
Stake
KTA
2851
Keeley-Teton Advisors
Illinois
$369K -$14.2K -292 -4%
SRCM
2852
Swift Run Capital Management
Virginia
$368K – – –
SPIO
2853
Seven Post Investment Office
California
$366K – – –
WA
2854
Wheatland Advisors
Pennsylvania
$365K – – –
MSWMA
2855
Market Street Wealth Management Advisors
Indiana
$362K -$1.75K -36 -0.5%
CIM
2856
Confluence Investment Management
Missouri
$360K -$975 -20 -0.3%
PEA
2857
Pacific Edge Advisors
California
$356K -$26.3K -540 -7%
RBCM
2858
Raub Brock Capital Management
California
$356K +$136K +2,796 +64%
RHJA
2859
Rice Hall James & Associates
California
$355K – – –
BEI
2860
Benjamin Edwards Inc
Missouri
$355K +$53.8K +1,104 +18%
MFGP
2861
Marshall Financial Group (Pennsylvania)
Pennsylvania
$354K -$77.8K -1,596 -18%
BCM
2862
Brookmont Capital Management
Texas
$354K -$2.73K -56 -0.8%
CIC
2863
Chase Investment Counsel
Virginia
$350K – – –
CCM
2864
Compass Capital Management
Minnesota
$347K -$10.9K -224 -3%
WCAMG
2865
Woodard & Company Asset Management Group
North Carolina
$346K – – –
WCM
2866
Wealthcare Capital Management
Virginia
$346K +$13.6K +280 +4%
CFC
2867
Coyle Financial Counsel
Illinois
$346K +$341K +7,000 New
AAIM
2868
Asset Advisors Investment Management
Georgia
$343K +$29.8K +612 +10%
BL
2869
Balentine LLC
Georgia
$341K +$29.8K +612 +10%
RA
2870
Riverstone Advisors
Texas
$336K – – –
SCA
2871
SMH Capital Advisors
Texas
$331K +$195 +4 +0.1%
DIP
2872
DT Investment Partners
Pennsylvania
$328K -$4.29K -88 -1%
CP
2873
Coho Partners
Pennsylvania
$322K – – –
LWA
2874
Lowe Wealth Advisors
Maryland
$322K +$9.55K +196 +3%
LFASL
2875
Lugano Financial Advisors SA (LFA)
Switzerland
$321K +$19.5K +400 +7%
113 114
115
116 117