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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
DDC
801
DF Dent & Co
Maryland
$721K -$8.65K -42 -1%
GIA
802
Guyasuta Investment Advisors
Pennsylvania
$719K – – –
UFF
803
USA Financial Formulas
Michigan
$715K +$747K +3,628 +36,280%
GCM
804
GoodHaven Capital Management
New Jersey
$713K – – –
WA
805
WBH Advisory
Maryland
$711K – – –
MCWA
806
Meadow Creek Wealth Advisors
Georgia
$710K -$42.6K -207 -5%
BHA
807
Beech Hill Advisors
New York
$710K – – –
CT
808
Cambridge Trust
Massachusetts
$710K +$65.3K +317 +10%
IIM
809
Intact Investment Management
Quebec, Canada
$708K -$330K -1,600 -31%
AFM
810
Abbot Financial Management
Massachusetts
$701K +$10.5K +51 +1%
VEA
811
Virtus ETF Advisers
New York
$700K +$733K +3,559 New
GRP
812
Global Retirement Partners
California
$690K -$3.71K -18 -0.5%
GIP
813
Granite Investment Partners
California
$688K +$721K +3,500 New
CIM
814
CIM Investment Management
Pennsylvania
$687K -$4.12K -20 -0.6%
TCM
815
Teza Capital Management
Illinois
$687K +$105K +510 +17%
APWM
816
Atlas Private Wealth Management
New York
$686K -$43.3K -210 -6%
CGL
817
Clarius Group LLC
Washington
$685K +$82.2K +399 +13%
ST
818
Spinnaker Trust
Maine
$682K +$26.8K +130 +4%
CCM
819
Coldstream Capital Management
Washington
$680K +$96.8K +470 +16%
CG
820
CFO4Life Group
Texas
$678K -$35.6K -173 -4%
PL
821
Pluribus Labs
California
$675K +$396K +1,921 +127%
NAMP
822
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$668K – – –
ATIA
823
American Trust Investment Advisors
New Hampshire
$666K – – –
TCM
824
Tributary Capital Management
Nebraska
$664K -$18.5K -90 -3%
HC
825
Henshaw Capital
Massachusetts
$661K -$131K -636 -16%
31 32
33
34 35