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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1376
Geller Advisors
New York
$312K +$37.9K +402 +13%
PIA
1377
Peachtree Investment Advisors
Georgia
$311K – – –
WA
1378
Wealth Architects
California
$311K – – –
GT
1379
Greenleaf Trust
Michigan
$311K +$75.2K +797 +30%
CRCP
1380
Copper Rock Capital Partners
Massachusetts
$310K +$41.6K +441 +15%
NAP
1381
New Amsterdam Partners
New York
$309K -$9.63K -102 -3%
NHC
1382
Nicholas Hoffman & Company
Georgia
$309K +$23.6K +250 +8%
MWM
1383
Mission Wealth Management
California
$308K – – –
HF
1384
HRT Financial
New York
$308K +$328K +3,471 New
PFS
1385
Prospera Financial Services
Texas
$307K -$30.6K -324 -9%
FM
1386
Foster & Motley
Ohio
$307K +$24.8K +263 +8%
HAIM
1387
Hunter Associates Investment Management
Pennsylvania
$305K -$10K -106 -3%
SFM
1388
Signature Financial Management
Virginia
$303K +$850 +9 +0.3%
MCM
1389
McRae Capital Management
New Jersey
$301K +$7.74K +82 +2%
DAS
1390
Dynamic Advisor Solutions
Arizona
$300K +$28.3K +300 +10%
SWM
1391
SVA Wealth Management
Wisconsin
$299K -$64.5K -683 -17%
LW
1392
Linscomb Wealth
Texas
$297K -$17.7K -188 -5%
BOH
1393
Bank of Hawaii
Hawaii
$297K – – –
WCM
1394
Westend Capital Management
California
$295K -$163K -1,730 -34%
IP
1395
Investment Partners
Ohio
$294K +$312K +3,305 New
CIP
1396
Convergence Investment Partners
Florida
$293K +$49.8K +528 +19%
WAM
1397
Wolverine Asset Management
Illinois
$293K +$311K +3,300 New
GCMG
1398
Gyroscope Capital Management Group
Florida
$290K +$308K +3,262 New
JIR
1399
James Investment Research
Ohio
$285K -$11.2M -118,663 -97%
HK
1400
Horizon Kinetics
New York
$285K -$18.9K -200 -6%
54 55
56
57 58