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Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
2051
Waters Parkerson & Co
Louisiana
$460K +$18.7K +402 +4%
CC
2052
Cornerstone Capital
California
$459K +$251K +5,409 +130%
BCM
2053
Birmingham Capital Management
Alabama
$457K -$18.6K -400 -4%
CWA
2054
Clarity Wealth Advisors
California
$457K +$443K +9,531 New
RVPG
2055
Relative Value Partners Group
$456K -$13.9K -300 -3%
AIM
2056
Axiom Investment Management
New York
$454K -$976K -21,002 -69%
MJP
2057
Michael J. Puzo
$451K -$20.7K -445 -5%
WQ
2058
Wealth Quarterback
New Jersey
$450K +$3.53M +76,024 New
DI
2059
DFPG Investments
Utah
$449K +$59.8K +1,286 +16%
PP
2060
PDS Planning
Ohio
$446K +$4.32K +93 +1%
CAM
2061
Cypress Asset Management
Texas
$445K -$144K -3,090 -25%
RI
2062
Ridgewood Investments
New Jersey
$445K +$431K +9,272 New
AWM
2063
Absher Wealth Management
North Carolina
$445K +$433K +9,311 New
3F
2064
360 Financial
Minnesota
$444K +$422K +9,090 New
FAT
2065
First American Trust
California
$441K -$21.1K -455 -5%
DCM
2066
Dimension Capital Management
Florida
$441K -$5.25K -113 -1%
FEM
2067
Fulcrum Equity Management
Texas
$440K -$2.28K -49 -0.5%
FFC
2068
First Financial Corp
Indiana
$439K – – –
NCM
2069
Noesis Capital Mangement
Florida
$438K +$10.6K +227 +3%
CAS
2070
Cascadia Advisory Services
Oregon
$438K +$424K +9,132 New
FAN
2071
Financial Advisors Network
California
$437K -$58.9K -1,267 -12%
OWP
2072
Obermeyer Wealth Partners
Colorado
$435K +$31.3K +674 +8%
CAM
2073
Cozad Asset Management
Illinois
$433K +$232 +5 +0.1%
ECM
2074
ExodusPoint Capital Management
New York
$432K +$419K +9,007 New
WCM
2075
Wedge Capital Management
North Carolina
$431K -$39.6M -853,011 -99%
81 82
83
84 85