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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2076
Carderock Capital Management
Maryland
$391K – – –
PIA
2077
Pinion Investment Advisors
Kansas
$391K +$364K +3,731 New
LOAME
2078
Lombard Odier Asset Management (Europe)
United Kingdom
$390K -$1.74M -17,819 -83%
LJAC
2079
L.J. Altfest & Co
New York
$390K -$117K -1,203 -24%
CWM
2080
Connecticut Wealth Management
Connecticut
$390K -$8.4K -86 -2%
BCA
2081
Berman Capital Advisors
Georgia
$387K +$81.1K +831 +29%
SXL
2082
Summit X LLC
Missouri
$387K +$359K +3,675 New
WOSD
2083
WFA of San Diego
California
$387K +$360K +3,691 New
SFI
2084
SPC Financial Inc
Maryland
$386K -$20.2K -207 -5%
ACM
2085
Aljian Capital Management
Nevada
$382K -$9.77K -100 -3%
SLA
2086
Silver Lake Advisory
Utah
$382K +$3.03K +31 +0.9%
DWM
2087
Dorchester Wealth Management
Quebec, Canada
$382K +$4.88K +50 +1%
CIC
2088
Chase Investment Counsel
Virginia
$381K -$20.5K -210 -5%
SIM
2089
SSI Investment Management
California
$381K +$355K +3,636 New
SBL
2090
Sargent Bickham Lagudis
Colorado
$380K +$1.76K +18 +0.5%
FA
2091
Fountainhead AM
New Jersey
$379K -$106K -1,086 -23%
WWM
2092
Windsor Wealth Management
Indiana
$379K +$353K +3,614 New
HWA
2093
HHM Wealth Advisors
Tennessee
$378K -$49.2K -504 -12%
TA
2094
Tectonic Advisors
Texas
$378K +$25.2K +258 +8%
PA
2095
PSI Advisors
Florida
$378K +$27.2K +279 +8%
SQA
2096
Simon Quick Advisors
New Jersey
$377K +$58.9K +603 +20%
GDP
2097
Great Diamond Partners
Maine
$375K -$1.47K -15 -0.4%
CCG
2098
Chatham Capital Group
Georgia
$375K – – –
LB
2099
Legacy Bridge
Iowa
$375K +$139K +1,422 +66%
UF
2100
Univest Financial
Pennsylvania
$374K – – –
82 83
84
85 86