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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
3351
Poehling Capital Management
Wisconsin
$238K -$157 -2 -0.1%
OCM
3352
Osterweis Capital Management
California
$238K
ACA
3353
Ascension Capital Advisors
Texas
$238K +$240K +3,065 New
FA
3354
Fedenia Advisers
Wisconsin
$238K -$37.2K -475 -13%
TCM
3355
TruNorth Capital Management
Michigan
$238K +$4.62K +59 +2%
MVF
3356
Markin Volterra Fund
New York
$238K -$19.6K -250 -8%
MJP
3357
Michael J. Puzo
$237K
VPP
3358
Vertex Planning Partners
Illinois
$237K +$10.8K +138 +5%
HTHT
3359
Hemenway Trust Hemenway Trust
New Hampshire
$237K -$30.6K -391 -11%
SIC
3360
Sterling Investment Counsel
New York
$237K +$26.3K +336 +12%
GSAM
3361
Grant Street Asset Management
Pennsylvania
$237K
RHP
3362
Royal Harbor Partners
Texas
$237K
LI
3363
Louisbourg Investments
New Brunswick, Canada
$236K -$6.65K -85 -3%
EA
3364
Eclectic Associates
California
$236K +$238K +3,046 New
BWP
3365
Baldwin Wealth Partners
Massachusetts
$236K -$13.3K -170 -5%
1IA
3366
1620 Investment Advisors
Massachusetts
$236K
KFGG
3367
Keystone Financial Group (Georgia)
Georgia
$235K -$30K -383 -11%
MS
3368
Monetary Solutions
Ohio
$235K
BPC
3369
Bearing Point Capital
Minnesota
$235K -$39.1K -500 -14%
SFG
3370
Sather Financial Group
Texas
$234K +$236K +3,020 New
HFS
3371
Hughes Financial Services
Virginia
$234K +$25.8K +330 +12%
CPG
3372
Cornerstone Planning Group
New Jersey
$234K +$24.6K +314 +14%
LRIA
3373
Leonard Rickey Investment Advisors
Washington
$234K +$15.3K +195 +7%
BFS
3374
Beacon Financial Strategies
North Carolina
$233K -$157 -2 -0.1%
OW
3375
Olistico Wealth
Oklahoma
$233K