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Name Holding Trade Value Shares
Change 		Change in
Stake
RMSCM
1301
R.M. Sincerbeaux Capital Management
New York
$1.25M – – –
WCM
1302
Wunderlich Capital Managemnt
Tennessee
$1.25M -$3.11K -25 -0.3%
JIC
1303
Joel Isaacson & Co
New York
$1.25M -$18.7K -150 -2%
TFA
1304
Transamerica Financial Advisors
Florida
$1.25M +$196K +1,579 +20%
BO
1305
BRR OpCo
Ohio
$1.24M +$15.8K +127 +1%
HPIA
1306
Hamilton Point Investment Advisors
North Carolina
$1.23M -$3.73K -30 -0.3%
FWP
1307
FAS Wealth Partners
Kansas
$1.23M +$871 +7 +0.1%
GT
1308
Greenleaf Trust
Michigan
$1.22M +$174K +1,400 +18%
SCM
1309
Stellar Capital Management
Arizona
$1.22M -$56K -450 -5%
WAS
1310
Winch Advisory Services
Wisconsin
$1.21M -$1.09M -8,765 -49%
JAFL
1311
Jay A. Fishman Ltd
Michigan
$1.21M -$169K -1,362 -13%
FMB
1312
Field & Main Bank
Kentucky
$1.21M -$205K -1,648 -15%
ICM
1313
IronBridge Capital Management
Illinois
$1.21M – – –
PAM
1314
Paradigm Asset Management
New York
$1.21M +$1.15M +9,250 New
HKIM
1315
Hayek Kallen Investment Management
Alabama
$1.2M +$101K +813 +10%
LWI
1316
Long Wharf Investors
Massachusetts
$1.19M -$1.24K -10 -0.1%
EM
1317
Excalibur Management
Massachusetts
$1.19M +$2.49K +20 +0.2%
PDM
1318
Penn Davis McFarland
Texas
$1.17M -$12.4K -100 -1%
MIM
1319
Marco Investment Management
Georgia
$1.16M -$53.2K -428 -5%
FNBSF
1320
First National Bank Sioux Falls
South Dakota
$1.16M -$2.36K -19 -0.2%
KWMG
1321
King Wealth Management Group
Florida
$1.16M -$6.22K -50 -0.6%
ACI
1322
Alpha Cubed Investments
California
$1.15M -$10.1K -81 -0.9%
SNBOSD
1323
Security National Bank of So Dak
Iowa
$1.14M -$11.4K -92 -1%
SL
1324
Summitry LLC
California
$1.14M -$566K -4,547 -34%
SAS
1325
Spectrum Advisory Services
Georgia
$1.14M -$8.34K -67 -0.8%
51 52
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