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Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
1451
Cottage Street Advisors
Massachusetts
$678K +$382K +8,000 +133%
CDH
1452
Charles D. Hyman
$677K +$31.5K +660 +5%
RP
1453
Reinhart Partners
Wisconsin
$676K -$86.8K -1,820 -12%
WOC
1454
West Oak Capital
California
$674K +$410K +8,600 +162%
AL
1455
Aspiriant LLC
California
$673K -$121K -2,540 -15%
ATC
1456
Argent Trust Co
Tennessee
$670K -$48.7K -1,020 -7%
KSA
1457
Ken Stern & Associates
California
$670K – – –
JFA
1458
JNBA Financial Advisors
Minnesota
$668K +$4.77K +100 +0.7%
CCT
1459
Country Club Trust
Missouri
$658K +$93.5K +1,960 +17%
PRHC
1460
P.R. Herzig & Co
New York
$653K -$19.1K -400 -3%
CCFCSB
1461
Cape Cod Five Cents Savings Bank
Massachusetts
$649K -$9.54K -200 -1%
MCWS
1462
McKinley Carter Wealth Services
West Virginia
$643K +$20K +420 +3%
LA
1463
LVW Advisors
New York
$642K -$17.2K -360 -3%
PFA
1464
Pure Financial Advisors
California
$642K +$13.4K +280 +2%
MSAM
1465
Moloney Securities Asset Management
Missouri
$641K -$1.03M -21,540 -62%
FVCM
1466
F&V Capital Management
Florida
$641K +$95.4K +2,000 +18%
PFA
1467
Pinnacle Family Advisors
Missouri
$640K -$238K -4,980 -27%
OIA
1468
OneDigital Investment Advisors
Kansas
$636K +$627K +13,140 New
RBC
1469
Ronald Blue & Co
Georgia
$634K +$7.63K +160 +1%
CBTWT
1470
Community Bank & Trust (Waco, Texas)
Texas
$629K +$95.4K +2,000 +18%
FP
1471
Foundry Partners
Minnesota
$627K -$496K -10,400 -45%
PGIM
1472
Pacific Global Investment Management
California
$627K +$954 +20 +0.2%
RGC
1473
Roberts, Glore & Co
Illinois
$626K – – –
AAP
1474
Arax Advisory Partners
Colorado
$626K +$94.5K +1,980 +18%
LCC
1475
Lincoln Capital Corp
Rhode Island
$625K +$302K +6,340 +96%
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