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Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
2151
Wellesley Investment Partners
Massachusetts
$553K +$601K +21,044 New
DLG
2152
Daniel L. Goodwin
$552K – – –
KFA
2153
Kelleher Financial Advisors
New York
$551K +$10.3K +360 +2%
BIAS
2154
Beacon Investment Advisory Services
New Jersey
$550K – – –
MSS
2155
Mitchell Sinkler & Starr
Pennsylvania
$549K – – –
LP
2156
LMR Partners
United Kingdom
$544K -$3.45M -120,800 -85%
SFP
2157
Santa Fe Partners
New Mexico
$544K +$591K +20,684 New
11A
2158
10-15 Associates
New York
$540K +$280K +9,808 +92%
MCM
2159
Mitchell Capital Management
Kansas
$539K +$16K +560 +3%
CCM
2160
Carlson Capital Management
Minnesota
$535K -$31.3K -1,096 -5%
LIA
2161
LBMC Investment Advisors
Tennessee
$535K +$1.14K +40 +0.2%
SKK
2162
Shepherd Kaplan Krochuk
Massachusetts
$532K +$348K +12,176 +151%
LFR
2163
Lehman Financial Resources
Pennsylvania
$528K +$106K +3,700 +23%
TCM
2164
Tufton Capital Management
Maryland
$527K +$2.29K +80 +0.4%
BCA
2165
Bernzott Capital Advisors
California
$523K – – –
BIM
2166
Barton Investment Management
Pennsylvania
$521K – – –
CAM
2167
Cidel Asset Management
Ontario, Canada
$521K +$122K +4,272 +28%
SM
2168
Sciencast Management
New Jersey
$521K +$566K +19,800 New
GC
2169
Gratry & Company
Ohio
$520K -$4K -140 -0.7%
GIM
2170
Guild Investment Management
California
$519K +$564K +19,720 New
FHB
2171
First Hawaiian Bank
Hawaii
$516K -$85K -2,976 -13%
FPTW
2172
Franklin, Parlapiano, Turner & Welch
Texas
$516K +$60K +2,100 +12%
AWE
2173
Avidian Wealth Enterprises
Texas
$505K +$145K +5,072 +36%
JGIA
2174
Jackson Grant Investment Advisers
Connecticut
$504K +$547K +19,156 New
DOA
2175
D'Orazio & Associates
Virginia
$502K -$101K -3,540 -16%
85 86
87
88 89