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Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1351
Bay Colony Advisors
Massachusetts
$241K -$18K -267 -7%
CCM
1352
Check Capital Management
California
$241K – – –
PTC
1353
Petrus Trust Company
Texas
$241K +$243K +3,615 New
BDWM
1354
Brewin Dolphin Wealth Management
Ireland
$240K – – –
FHC
1355
First Heartland Consultants
Missouri
$240K +$3.57K +53 +1%
ACP
1356
Aveo Capital Partners
Colorado
$240K +$14.8K +220 +7%
WA
1357
Winfield Associates
Ohio
$239K -$6.73K -100 -3%
GCC
1358
Guardian Capital (Canada)
Ontario, Canada
$239K – – –
AWM
1359
Affinity Wealth Management
Delaware
$238K – – –
BPA
1360
Beacon Pointe Advisors
California
$238K +$5.79K +86 +2%
DWM
1361
Dakota Wealth Management
Florida
$237K -$405K -6,025 -63%
CC
1362
Cedar Capital
Illinois
$237K +$7K +104 +3%
PHK
1363
Point72 Hong Kong
Hong Kong
$237K +$238K +3,545 New
ITIM
1364
Indiana Trust & Investment Management
Indiana
$236K -$8.41K -125 -3%
CPA
1365
Court Place Advisors
Maryland
$236K +$135 +2 +0.1%
SDWIA
1366
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$235K – – –
IFAM
1367
Institutional & Family Asset Management
Colorado
$234K – – –
CBFP
1368
Cedar Brook Financial Partners
Ohio
$234K +$236K +3,512 New
LSAG
1369
Lake Street Advisors Group
New Hampshire
$233K +$235K +3,496 New
CCA
1370
Cobblestone Capital Advisors
New York
$232K -$32K -475 -12%
CICI
1371
Capital Investment Counsel Inc
North Carolina
$232K – – –
DIA
1372
Dana Investment Advisors
Wisconsin
$231K +$2.29K +34 +1%
CAM
1373
Costello Asset Management
Pennsylvania
$229K -$87.4K -1,299 -27%
RC
1374
Roundview Capital
New Jersey
$228K – – –
SBSB
1375
Sullivan, Bruyette, Speros & Blaney
Virginia
$228K +$229K +3,410 New
53 54
55
56 57