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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1101
Pure Financial Advisors
California
$359K +$3.36K +66 +0.9%
BP
1102
Ballentine Partners
Massachusetts
$359K +$48.2K +947 +14%
SAM
1103
Sawgrass Asset Management
Florida
$358K -$73.8K -1,450 -16%
BAS
1104
Brown Advisory Securities
Maryland
$357K -$129K -2,530 -25%
AHS
1105
Aspiriant Holdings S3
California
$356K -$727K -14,295 -66%
CP
1106
Cinque Partners
California
$356K – – –
BW
1107
Bison Wealth
Georgia
$355K -$6.36K -125 -2%
B
1108
Bailard
California
$352K -$111K -2,189 -23%
YMRC
1109
Yorktown Management & Research Company
Virginia
$351K -$1.53M -30,000 -90%
AIM
1110
Aspen Investment Management
Michigan
$351K -$30.5K -600 -8%
GRQ
1111
Gardner Russo & Quinn
Pennsylvania
$350K – – –
FAB
1112
First American Bank
Illinois
$348K -$16.1K -316 -4%
ARMT
1113
Amica Retiree Medical Trust
Rhode Island
$346K – – –
GLI
1114
Guardian Life Insurance
New York
$346K +$92.1K +1,810 +34%
WFI
1115
West Family Investments
California
$345K – – –
CC
1116
Courier Capital
New York
$343K – – –
HPBT
1117
High Point Bank & Trust
North Carolina
$342K +$2.09K +41 +0.6%
RWM
1118
Raffa Wealth Management
District of Columbia
$342K +$6.36K +125 +2%
CNFG
1119
Creegan & Nassoura Financial Group
New Hampshire
$341K -$5.09K -100 -1%
LBG
1120
Lloyds Banking Group
United Kingdom
$337K -$30.2K -593 -8%
ACS
1121
Archford Capital Strategies
Illinois
$337K +$283K +5,561 +382%
AFG
1122
American Financial Group
Ohio
$336K – – –
SCA
1123
STALEY CAPITAL ADVISERS
Pennsylvania
$336K – – –
DIA
1124
Davidson Investment Advisors
Montana
$336K +$196K +3,850 +121%
RSVP
1125
Ramsay Stattman Vela & Price
Colorado
$334K -$10.2K -200 -3%
43 44
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