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Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
1251
Beaton Management Company
Massachusetts
$421K – – –
SAM
1252
Summit Asset Management
Tennessee
$421K – – –
MCP
1253
Mirador Capital Partners
California
$420K – – –
ACM
1254
Americafirst Capital Management
California
$419K +$408K +5,156 New
GAM
1255
Gould Asset Management
California
$414K +$23.7K +300 +6%
HCM
1256
Hutner Capital Management
Vermont
$410K -$40.3K -510 -9%
PG
1257
Patten Group
Tennessee
$410K +$2.77K +35 +0.7%
SAM
1258
Shamrock Asset Management
Texas
$409K +$17.7K +224 +5%
GRP
1259
Global Retirement Partners
California
$409K +$79.8K +1,009 +25%
CCP
1260
Corient Capital Partners
California
$407K -$91.7K -1,159 -19%
HWA
1261
Heritage Wealth Advisors
Virginia
$406K +$68.9K +871 +21%
CAM
1262
Covenant Asset Management
New Jersey
$396K -$862K -10,892 -69%
GCC
1263
Guardian Capital (Canada)
Ontario, Canada
$394K -$7.13M -90,199 -95%
DMC
1264
Drexel Morgan & Co
Pennsylvania
$393K – – –
PA
1265
Parallel Advisors
California
$392K -$182K -2,303 -30%
BLA
1266
Balter Liquid Alternatives
Massachusetts
$391K – – –
BWM
1267
Biltmore Wealth Management
Arizona
$390K -$7.59K -96 -2%
MWAC
1268
Mariner Wealth Advisors (Cincinnati)
Ohio
$386K -$130K -1,648 -26%
CCA
1269
Cobblestone Capital Advisors
New York
$386K -$3.96K -50 -1%
HFA
1270
High Falls Advisors
New York
$386K +$376K +4,749 New
MC
1271
Mathes Company
New York
$381K -$105K -1,325 -22%
CCMG
1272
Clark Capital Management Group
Pennsylvania
$381K +$371K +4,687 New
SCA
1273
Sippican Capital Advisors
Massachusetts
$377K -$9.49K -120 -3%
LOAMS
1274
Lombard Odier Asset Management (Switzerland)
Switzerland
$374K – – –
HIC
1275
Holderness Investments Company
North Carolina
$369K -$32.7K -413 -8%
49 50
51
52 53