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Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
1301
Lodestar Private Asset Management
California
$37.3M +$735K +3,254 +2%
CA
1302
Callahan Advisors
Texas
$37.2M -$940K -4,159 -3%
MCC
1303
Money Concepts Capital
Florida
$37.2M +$7.6M +33,648 +30%
WPP
1304
Whalerock Point Partners
Rhode Island
$37.2M -$9.94K -44 -0%
HAIM
1305
Hunter Associates Investment Management
Pennsylvania
$37.1M +$72.7K +322 +0.2%
CT
1306
Chicago Trust
Illinois
$37.1M -$4.15M -18,378 -11%
FG
1307
Foster Group
Iowa
$37M +$414K +1,831 +1%
CA
1308
Continuum Advisory
Idaho
$37M +$1.28M +5,646 +4%
LCM
1309
Leisure Capital Management
California
$37M +$75.7K +335 +0.2%
MIP
1310
Marietta Investment Partners
Wisconsin
$36.8M +$523K +2,316 +2%
PIP
1311
Peachtree Investment Partners
Florida
$36.8M -$709K -3,138 -2%
MA
1312
MJP Associates
Connecticut
$36.8M +$1.15M +5,090 +4%
MCA
1313
Martin Capital Advisors
Texas
$36.7M -$265K -1,173 -0.8%
SHGA
1314
Sand Hill Global Advisors
California
$36.6M -$654K -2,896 -2%
JC
1315
JB Capital
Connecticut
$36.6M -$2.46M -10,897 -7%
MAM
1316
Mark Asset Management
New York
$36.6M +$2.29M +10,157 +8%
PP
1317
Postrock Partners
Oregon
$36.6M – – –
PAMG
1318
Patton Albertson Miller Group
Tennessee
$36.5M +$2.19M +9,701 +7%
OHIS
1319
Oak Harvest Investment Services
Texas
$36.4M +$6.57M +29,067 +26%
CI
1320
Cigna Investments
Connecticut
$36.4M -$567K -2,510 -2%
NS
1321
NBC Securities
Alabama
$36.4M +$1.87M +8,292 +6%
PCM
1322
Princeton Capital Management
New Jersey
$36.4M +$2.81M +12,424 +10%
PPWP
1323
Premier Path Wealth Partners
New Jersey
$36.3M +$536K +2,372 +2%
VIM
1324
Vancity Investment Management
British Columbia, Canada
$36.3M -$4.96M -21,964 -13%
PTC
1325
Private Trust Company
Ohio
$36.2M -$78.6K -348 -0.2%
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