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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1951
Chatham Capital Group
Georgia
$303K – – –
APIM
1952
Agate Pass Investment Management
Washington
$303K +$271K +2,934 New
HC
1953
Hamilton Capital
Ohio
$301K +$270K +2,918 New
WSFS
1954
Wilmington Savings Fund Society
Delaware
$301K +$270K +2,918 New
WG
1955
Watchman Group
Texas
$299K – – –
CNWM
1956
Clay Northam Wealth Management
California
$299K +$268K +2,895 New
ICP
1957
Interchange Capital Partners
Pennsylvania
$297K -$381K -4,118 -59%
LA
1958
Latitude Advisors
Florida
$297K +$92 +1 +0%
WAM
1959
WFA Asset Management
Wisconsin
$296K +$265K +2,873 New
ACA
1960
Aptus Capital Advisors
Alabama
$295K +$32.2K +348 +14%
ACP
1961
Aveo Capital Partners
Colorado
$295K +$34.6K +374 +15%
IAG
1962
Investment Advisory Group
Massachusetts
$295K +$259K +2,801 New
GCAC
1963
Guardian Capital Advisors (Canada)
Ontario, Canada
$294K -$9.7K -105 -4%
SIM
1964
SSI Investment Management
California
$294K -$462 -5 -0.2%
DWM
1965
Dakota Wealth Management
Florida
$294K +$14.5K +157 +6%
MCM
1966
Murphy Capital Management
New Jersey
$292K -$6.1K -66 -2%
CWM
1967
CCG Wealth Management
California
$292K +$9.24K +100 +4%
MCM
1968
McRae Capital Management
New Jersey
$291K -$18.5K -200 -7%
GCA
1969
Greenwood Capital Associates
South Carolina
$290K +$260K +2,811 New
VA
1970
Valmark Advisers
Ohio
$289K +$21.3K +231 +9%
DCM
1971
Driehaus Capital Management
Illinois
$289K +$259K +2,805 New
SICM
1972
Sustainable Insight Capital Management
New York
$288K -$26.2K -283 -9%
SGCA
1973
Steel Grove Capital Advisors
Tennessee
$288K – – –
PP
1974
PDS Planning
Ohio
$288K +$739 +8 +0.3%
SIG
1975
Spinnaker Investment Group
California
$288K +$257K +2,784 New
77 78
79
80 81