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Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1801
Isthmus Partners
Wisconsin
$353K -$195K -550 -34%
KP
1802
Keel Point
Alabama
$353K +$27.6K +78 +8%
CCM
1803
Cohen Capital Management
California
$352K – – –
CIP
1804
Cornerstone Investment Partners
Georgia
$352K – – –
AUB
1805
Atlantic Union Bankshares
Virginia
$350K -$207K -586 -35%
HCM
1806
Hollencrest Capital Management
California
$350K -$123K -347 -24%
MCIA
1807
Mountain Capital Investment Advisors
Colorado
$350K -$122K -344 -25%
SCM
1808
Sterneck Capital Management
Missouri
$349K – – –
AL
1809
Aspiriant LLC
California
$349K +$3.89K +11 +1%
CA
1810
Claro Advisors
Massachusetts
$349K +$28K +79 +8%
CWM
1811
Circle Wealth Management
New Jersey
$349K +$97.7K +276 +35%
22CM
1812
20/20 Capital Management
California
$349K +$362K +1,022 New
CPC
1813
Congress Park Capital
New York
$348K – – –
PHS
1814
Pekin Hardy Strauss
Illinois
$347K – – –
OAM
1815
Occidental Asset Management
California
$346K +$124K +350 +49%
LRIA
1816
Leonard Rickey Investment Advisors
Washington
$345K +$17K +48 +5%
LAIC
1817
Lederer & Associates Investment Counsel
California
$343K +$46K +130 +14%
HWA
1818
Hillcrest Wealth Advisors
New Jersey
$342K +$354 +1 +0.1%
FC
1819
Fulcrum Capital
Washington
$340K – – –
RMCM
1820
Reynders McVeigh Capital Management
Massachusetts
$339K -$285K -806 -44%
NAMA
1821
Nikko Asset Management Americas
New York
$338K +$12.4K +35 +3%
HA
1822
HYA Advisors
Missouri
$336K +$365K +1,030 New
TCWM
1823
Total Clarity Wealth Management
Illinois
$336K +$365K +1,031 New
SIM
1824
Stratos Investment Management
Ohio
$334K +$363K +1,025 New
AWM
1825
Altus Wealth Management
Kentucky
$334K +$364K +1,027 New
71 72
73
74 75