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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1901
Diamant Asset Management
Connecticut
$414K – – –
SAM
1902
Summit Asset Management
Tennessee
$414K +$448 +5 +0.1%
FPB
1903
First PREMIER Bank
South Dakota
$412K +$26.9K +300 +7%
ACH
1904
ArrowMark Colorado Holdings
Colorado
$410K – – –
EWF
1905
Epstein & White Financial
California
$407K -$462K -5,156 -53%
FCA
1906
FinTrust Capital Advisors
South Carolina
$407K -$143K -1,601 -26%
HI
1907
Hendershot Investments
Virginia
$407K – – –
FBFS
1908
First Business Financial Services
Wisconsin
$406K -$35.8K -400 -8%
CC
1909
Cedar Capital
Illinois
$406K -$31.7K -354 -7%
ISWM
1910
Independent Solutions Wealth Management
New York
$405K -$34.6K -387 -8%
IAIM
1911
International Assets Investment Management
Florida
$402K -$57.3K -640 -12%
GAAM
1912
Guinness Atkinson Asset Management
California
$402K – – –
BFPW
1913
BOK Financial Private Wealth
Colorado
$401K -$262K -2,923 -39%
LSA
1914
L & S Advisors
California
$400K -$478K -5,334 -54%
EWM
1915
Evermay Wealth Management
Virginia
$400K -$59.1K -660 -13%
APW
1916
Austin Private Wealth
Texas
$400K -$26.9K -301 -6%
TF
1917
TLWM Financial
Texas
$398K -$4.12K -46 -1%
ARTA
1918
A.R.T. Advisors
New York
$398K +$399K +4,462 New
KC
1919
Kingfisher Capital
North Carolina
$397K -$146K -1,628 -27%
OFW
1920
Omnia Family Wealth
Florida
$393K -$5.46K -61 -1%
CF
1921
Copperwynd Financial
Arizona
$393K -$73.1K -817 -16%
PA
1922
Probity Advisors
Texas
$393K -$7.7K -86 -2%
PJSIMP
1923
P.J. Schmidt Investment Management (PJS)
Wisconsin
$393K -$2.24K -25 -0.6%
IIC
1924
Integrated Investment Consultants
Michigan
$393K -$1.25K -14 -0.3%
VCM
1925
Vivaldi Capital Management
Illinois
$391K -$294K -3,285 -43%
75 76
77
78 79