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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1551
HCR Wealth Advisors
California
$237K – – –
AFT
1552
Alpha Family Trust
California
$237K +$238K +2,610 New
GG
1553
Gleason Group
Kentucky
$237K +$1.46K +16 +0.6%
B
1554
Bailard
California
$237K -$38.1K -417 -14%
OAM
1555
Occidental Asset Management
California
$236K -$7.3K -80 -3%
NED
1556
Nancy E. Dempze
$236K -$6.85K -75 -3%
SSA
1557
South Street Advisors
New York
$236K – – –
EWP
1558
Elevation Wealth Partners
California
$235K – – –
MFS
1559
McNamara Financial Services
Massachusetts
$234K – – –
RCA
1560
Resonant Capital Advisors
Wisconsin
$233K +$234K +2,565 New
SIM
1561
Sentry Investment Management
Wisconsin
$233K – – –
AT
1562
Arlington Trust
Alabama
$233K +$8.22K +90 +4%
MC
1563
Montag & Caldwell
Georgia
$232K – – –
VST
1564
Van Strum & Towne
California
$230K – – –
SMA
1565
Seven Mile Advisory
New Jersey
$230K -$39.8K -436 -15%
GIM
1566
Goelzer Investment Management
Indiana
$230K -$6.66K -73 -3%
EM
1567
Excalibur Management
Massachusetts
$229K -$913 -10 -0.4%
JAM
1568
Jupiter Asset Management
United Kingdom
$228K -$5.36M -58,710 -96%
IPWA
1569
International Private Wealth Advisors
California
$228K -$22.3K -244 -9%
LJAC
1570
L.J. Altfest & Co
New York
$228K -$37.4K -410 -14%
HIC
1571
Hartline Investment Corp
Illinois
$227K – – –
SCA
1572
STALEY CAPITAL ADVISERS
Pennsylvania
$227K – – –
APC
1573
Aspire Private Capital
North Carolina
$227K – – –
GCP
1574
GSA Capital Partners
United Kingdom
$227K -$261K -2,863 -53%
CAM
1575
Claret Asset Management
Quebec, Canada
$227K – – –
61 62
63
64 65