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Name Holding Trade Value Shares
Change 		Change in
Stake
FCIM
2076
Fairview Capital Investment Management
California
$2.25M +$65K +1,556 +3%
CIA
2077
Cascade Investment Advisors
Oregon
$2.25M -$18.4K -440 -0.8%
MSFP
2078
Mark Sheptoff Financial Planning
Connecticut
$2.25M -$49.8K -1,192 -2%
EF
2079
Exeter Financial
Arizona
$2.25M +$2.22M +53,144 New
IAS
2080
IMA Advisory Services
Colorado
$2.24M +$86.3K +2,064 +4%
CCP
2081
Corient Capital Partners
California
$2.23M -$81.2K -1,944 -4%
BC
2082
Burleson & Co
California
$2.23M +$2.2M +52,700 New
CFC
2083
Coyle Financial Counsel
Illinois
$2.23M +$2.2M +52,676 New
CA
2084
Cynosure Advisors
Utah
$2.23M +$2.2M +52,604 New
TVWM
2085
Tower View Wealth Management
Wisconsin
$2.22M +$2.2M +52,532 New
HFA
2086
Huber Financial Advisors
Illinois
$2.21M +$2.18M +52,244 New
PP
2087
Peconic Partners
New York
$2.21M – – –
SNBOSCI
2088
Security National Bank of Sioux City Iowa
Iowa
$2.21M -$34.4K -824 -2%
FFC
2089
First Financial Corp
Indiana
$2.2M -$139K -3,328 -6%
MBT
2090
Monroe Bank & Trust
Michigan
$2.19M -$109K -2,616 -5%
DE
2091
Day & Ennis
Georgia
$2.19M +$266K +6,360 +14%
SFI
2092
SPC Financial Inc
Maryland
$2.18M +$1.5K +36 +0.1%
JGUA
2093
John G. Ullman & Associates
New York
$2.17M -$880K -21,068 -29%
PFO
2094
Pathstone Family Office
New Jersey
$2.17M -$988K -23,648 -32%
TFO
2095
Tarbox Family Office
California
$2.17M -$21.6K -516 -1%
IPGDR
2096
Investidor Profissional Gestao de Recursos
Brazil
$2.16M +$2.14M +51,124 New
PIM
2097
Platinum Investment Management
Australia
$2.15M -$1.84M -44,000 -46%
AWA
2098
Alaska Wealth Advisors
Alaska
$2.15M +$2.12M +50,800 New
VCM
2099
Versant Capital Management
Arizona
$2.15M +$526K +12,576 +33%
BA
2100
Bridgewater Associates
Connecticut
$2.15M -$1.25M -29,940 -37%
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84
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