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Name Holding Trade Value Shares
Change 		Change in
Stake
RHJA
2201
Rice Hall James & Associates
California
$692K -$56.2K -392 -8%
DAM
2202
Diamant Asset Management
Connecticut
$691K -$10.8K -75 -2%
B
2203
Bridgeworth
Alabama
$689K -$12.9K -90 -2%
DWM
2204
Defined Wealth Management
Oregon
$689K +$430 +3 +0.1%
LGA
2205
Lebenthal Global Advisors
New York
$688K +$47K +328 +8%
WBC
2206
West Branch Capital
Massachusetts
$687K +$17.2K +120 +3%
AGA
2207
Accuvest Global Advisors
Utah
$683K -$92.9K -648 -13%
MSCM
2208
McElhenny Sheffield Capital Management
Texas
$682K -$717 -5 -0.1%
SC
2209
Slow Capital
California
$682K +$600K +4,187 New
SCM
2210
SOL Capital Management
Maryland
$681K -$53.8K -375 -8%
STA
2211
Summit Trail Advisors
New York
$680K +$156K +1,086 +35%
SWM
2212
Scissortail Wealth Management
Oklahoma
$678K +$31.8K +222 +5%
NICM
2213
Neo Ivy Capital Management
New York
$678K +$597K +4,162 New
WBCM
2214
Wilson & Boucher Capital Management
California
$677K – – –
GM
2215
GeoWealth Management
Illinois
$676K -$140K -977 -19%
HWM
2216
Hohimer Wealth Management
Washington
$675K – – –
GCM
2217
Graham Capital Management
Connecticut
$674K +$594K +4,140 New
AA
2218
Aire Advisors
California
$671K +$82.2K +573 +16%
SCA
2219
SMH Capital Advisors
Texas
$669K +$9.75K +68 +2%
CRIG
2220
Charter Research & Investment Group
Connecticut
$668K – – –
CAM
2221
Cidel Asset Management
Ontario, Canada
$668K – – –
PAS
2222
Professional Advisory Services
Florida
$668K – – –
VIM
2223
Vista Investment Management
Pennsylvania
$667K -$2.29K -16 -0.4%
LFA
2224
Landmark Financial Advisors
Kentucky
$664K -$16.9K -118 -3%
TWM
2225
Tanager Wealth Management
United Kingdom
$664K – – –
87 88
89
90 91