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Name Holding Trade Value Shares
Change 		Change in
Stake
SH
1826
Scepter Holdings
Texas
$883K +$809K +38,000 New
CWA
1827
Constellation Wealth Advisors
New York
$882K -$2.71M -127,148 -77%
BA
1828
Broadview Advisors
Wisconsin
$878K -$119K -5,600 -13%
HFM
1829
Hartford Financial Management
Connecticut
$874K +$5.45K +256 +0.7%
HHGA
1830
Halbert Hargrove Global Advisors
California
$868K +$23.8K +1,120 +3%
AWM
1831
Avior Wealth Management
Nebraska
$863K -$1.15M -54,264 -59%
WCM
1832
Weik Capital Management
Pennsylvania
$852K +$60.9K +2,860 +8%
NCM
1833
Newgate Capital Management
Connecticut
$847K – – –
OA
1834
Oxbow Advisors
Texas
$846K +$3.49K +164 +0.5%
LG
1835
Laidlaw Group
New York
$845K +$1.7K +80 +0.2%
DCM
1836
Donaldson Capital Management
Indiana
$834K -$63.2K -2,968 -8%
ST
1837
Semper Trust
Pennsylvania
$833K -$206K -9,660 -21%
HCM
1838
Harvest Capital Management
New Hampshire
$832K +$74.5K +3,500 +11%
SCP
1839
Syntal Capital Partners
Texas
$826K +$757K +35,568 New
SHWM
1840
Smith & Howard Wealth Management
Georgia
$825K +$756K +35,504 New
LFG
1841
LifePlan Financial Group
Ohio
$816K -$59K -2,772 -7%
MA
1842
Marshwinds Advisory
Georgia
$814K -$170 -8 -0%
B
1843
Bellecapital
Switzerland
$810K -$766K -35,980 -51%
FC
1844
Fayerweather Charles
$809K – – –
GAM
1845
Garrison Asset Management
Arkansas
$808K +$143K +6,728 +24%
LP
1846
LMR Partners
United Kingdom
$808K +$740K +34,768 New
TFO
1847
Tarbox Family Office
California
$803K -$184K -8,652 -20%
PCMC
1848
Paragon Capital Management (Colorado)
Colorado
$801K +$10.7K +504 +1%
ST
1849
Sabal Trust
Florida
$797K +$75.8K +3,560 +12%
MUMSS
1850
Mitsubishi UFJ Morgan Stanley Securities
Japan
$783K +$86K +4,040 +14%
72 73
74
75 76