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Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1701
Origin Asset Management
United Kingdom
$12.4M -$398K -3,100 -3%
RHFI
1702
Reilly Herbert Faulkner III
$12.4M -$3.12M -24,270 -19%
SMH
1703
Sanders Morris Harris
Texas
$12.4M +$461K +3,595 +4%
APW
1704
Aurora Private Wealth
New Jersey
$12.4M -$948K -7,386 -7%
FDCC
1705
Foster Dykema Cabot & Co
Massachusetts
$12.4M -$23.7K -185 -0.2%
WCM
1706
Wisconsin Capital Management
Wisconsin
$12.4M -$1.01M -7,876 -7%
OWP
1707
Obermeyer Wealth Partners
Colorado
$12.4M +$1.02M +7,966 +9%
CCM
1708
Consolidated Capital Management
California
$12.4M -$1.84M -14,317 -12%
CWM
1709
Circle Wealth Management
New Jersey
$12.3M -$2.26M -17,626 -15%
KFA
1710
Kelleher Financial Advisors
New York
$12.3M +$496K +3,866 +4%
CPO
1711
Cerity Partners OCIO
New York
$12.3M -$225K -1,754 -2%
MCCP
1712
Mission Creek Capital Partners
California
$12.3M -$128K -998 -1%
HIC
1713
Holderness Investments Company
North Carolina
$12.3M -$591K -4,605 -4%
GIA
1714
Guyasuta Investment Advisors
Pennsylvania
$12.3M -$496K -3,862 -4%
SFP
1715
Shepherd Financial Partners
Massachusetts
$12.3M -$39.1K -305 -0.3%
KLCM
1716
KG&L Capital Management
Louisiana
$12.3M +$915K +7,130 +8%
SAM
1717
Smithbridge Asset Management
Pennsylvania
$12.3M -$820K -6,390 -6%
VC
1718
Vicus Capital
Pennsylvania
$12.3M -$341K -2,655 -3%
TFA
1719
Toth Financial Advisory
Virginia
$12.2M -$1.34M -10,407 -9%
BCM
1720
Bowie Capital Management
Texas
$12.2M -$1.8M -14,000 -12%
NM
1721
NWI Management
New York
$12.2M – – –
SCP
1722
Silverleafe Capital Partners
Tennessee
$12.2M +$1.09M +8,464 +9%
SF
1723
Symphony Financial
Texas
$12.2M +$3.18M +24,782 +40%
GSEP
1724
Golden State Equity Partners
California
$12.2M +$4.12M +32,110 +47%
HIP
1725
HUB Investment Partners
Texas
$12.2M +$4.26M +33,212 +50%
67 68
69
70 71