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Name Holding Trade Value Shares
Change 		Change in
Stake
SPIO
3426
Seven Post Investment Office
California
$1.22M +$389 +3 +0%
KFA
3427
Krane Funds Advisors
New York
$1.21M -$76.1K -587 -6%
RCM
3428
Requisite Capital Management
Texas
$1.21M – – –
PWM
3429
Penobscot Wealth Management
Maine
$1.21M +$1.15M +8,864 New
BFG
3430
Baron Financial Group
New Jersey
$1.21M +$13K +100 +1%
PIM
3431
Provident Investment Management
Michigan
$1.21M +$179K +1,381 +19%
FPF
3432
First Pacific Financial
Washington
$1.2M +$106K +818 +10%
FSG
3433
Financial Strategies Group
Michigan
$1.2M +$261K +2,012 +30%
ACM
3434
Ashford Capital Management
Delaware
$1.2M – – –
TCM
3435
TimesSquare Capital Management
New York
$1.19M -$76.4K -590 -6%
1CP
3436
17 Capital Partners
Arizona
$1.19M +$1.13M +8,704 New
RFO
3437
RiverGlades Family Offices
Florida
$1.17M -$47.3K -365 -4%
SHIM
3438
Stone House Investment Management
Pennsylvania
$1.16M -$18.7K -144 -2%
AA
3439
Aufman Associates
Pennsylvania
$1.16M +$518 +4 +0%
ACM
3440
Armbruster Capital Management
New York
$1.15M -$25.9K -200 -2%
ADMI
3441
Albert D. Mason Inc
Massachusetts
$1.15M +$3.89K +30 +0.4%
TWM
3442
Tolleson Wealth Management
Texas
$1.14M -$51.8K -400 -5%
EWG
3443
Executive Wealth Group
Washington
$1.13M +$1.55K +12 +0.1%
SCM
3444
Salem Capital Management
Massachusetts
$1.13M – – –
CCA
3445
Conestoga Capital Advisors
Pennsylvania
$1.12M – – –
NEPPG
3446
New England Professional Planning Group
Rhode Island
$1.12M -$108K -836 -10%
TA
3447
TrueWealth Advisors
Alabama
$1.12M -$7.9K -61 -0.7%
LAM
3448
LifePro Asset Management
California
$1.12M -$1.11M -8,535 -51%
MWC
3449
MBM Wealth Consultants
Missouri
$1.12M +$25.4K +196 +2%
PA
3450
Paragon Advisors
Texas
$1.12M +$129K +996 +14%
136 137
138
139 140