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Name Holding Trade Value Shares
Change 		Change in
Stake
TMAM
901
Tokio Marine Asset Management
Japan
$3.87M -$70.6K -582 -2%
CCM
902
Carderock Capital Management
Maryland
$3.87M +$849 +7 +0%
CPA
903
Capital Planning Advisors
California
$3.86M +$1.34M +11,056 +54%
SAMC
904
Spectrum Asset Management (California)
California
$3.86M +$1.23M +10,120 +47%
RAG
905
Roof Advisory Group
Pennsylvania
$3.86M +$48.5K +400 +1%
FCMC
906
Founders Capital Management (Connecticut)
Connecticut
$3.85M -$2.93M -24,156 -44%
KFS
907
Kurt F. Somerville
$3.85M +$54.6K +450 +1%
AL
908
Aspiriant LLC
California
$3.84M -$958K -7,893 -20%
RWA
909
River Wealth Advisors
Pennsylvania
$3.83M -$29.7K -245 -0.8%
MIP
910
Marietta Investment Partners
Wisconsin
$3.81M -$2.85M -23,482 -43%
CFG
911
Citizens Financial Group
Rhode Island
$3.81M +$41.4K +341 +1%
SC
912
Schulhoff & Co
Ohio
$3.8M +$33.4K +275 +0.9%
FMWA
913
Forvis Mazars Wealth Advisors
Missouri
$3.8M -$52.8K -435 -1%
VHAM
914
Van Hulzen Asset Management
California
$3.78M +$325K +2,678 +9%
WIC
915
Woodmont Investment Counsel
Tennessee
$3.77M -$143K -1,181 -4%
BSW
916
Buckingham Strategic Wealth
Missouri
$3.77M -$502K -4,140 -12%
IC
917
Intersect Capital
California
$3.76M +$84.3K +695 +2%
GIA
918
GHP Investment Advisors
Colorado
$3.75M -$241K -1,988 -6%
FCIM
919
Fairview Capital Investment Management
California
$3.75M -$13.5K -111 -0.4%
AMG
920
Advisors Management Group
Wisconsin
$3.75M -$12.9K -106 -0.3%
HC
921
Hourglass Capital
Texas
$3.73M -$40K -330 -1%
TAM
922
Taurus Asset Management
New York
$3.69M -$12.1K -100 -0.3%
PIM
923
Penobscot Investment Management
Massachusetts
$3.69M -$50.2K -414 -1%
SWM
924
Segment Wealth Management
Texas
$3.68M -$89.9K -741 -2%
LB
925
Landmark Bank
Missouri
$3.67M +$440K +3,627 +14%
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