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Name Holding Trade Value Shares
Change 		Change in
Stake
DDPIC
2476
Deroy & Devereaux Private Investment Counsel
Michigan
$564K – – –
OWP
2477
Obermeyer Wealth Partners
Colorado
$563K -$40.9K -285 -8%
MPM
2478
Meritage Portfolio Management
Kansas
$562K +$59.9K +417 +16%
ECAM
2479
East Coast Asset Management
Massachusetts
$560K – – –
LF
2480
Lantz Financial
Illinois
$560K +$27.6K +192 +7%
HPCM
2481
Hunter Perkins Capital Management
Illinois
$560K +$443K +3,089 New
SQA
2482
Simon Quick Advisors
New Jersey
$558K -$87K -606 -16%
RIM
2483
Redwood Investment Management
Arizona
$557K +$165K +1,152 +60%
GFG
2484
Greystone Financial Group
Michigan
$556K +$420K +2,927 New
TCM
2485
Traynor Capital Management
Pennsylvania
$551K -$109K -762 -20%
SF
2486
Symphony Financial
Texas
$550K -$129K -902 -23%
IFAM
2487
Institutional & Family Asset Management
Colorado
$549K +$57K +397 +15%
HWM
2488
Hohimer Wealth Management
Washington
$548K -$11.5K -80 -3%
WFM
2489
Wolff Financial Management
Michigan
$548K – – –
CG
2490
CFO4Life Group
Texas
$548K +$16.5K +115 +4%
BFS
2491
Bickling Financial Services
Massachusetts
$548K +$434K +3,022 New
MCA
2492
Magnolia Capital Advisors
Mississippi
$547K +$9.62K +67 +2%
AC
2493
Avenir Corporation
Virginia
$547K +$86.1K +600 +25%
WDG
2494
Wealth Dimensions Group
Ohio
$547K +$433K +3,018 New
SGI
2495
Summit Global Investments
Utah
$547K +$433K +3,020 New
D
2496
Diversified
Delaware
$547K +$633K +4,412 New
MG
2497
Mather Group
Illinois
$546K -$70.9K -494 -14%
DAM
2498
Deltec Asset Management
New York
$545K – – –
ECG
2499
EPIQ Capital Group
California
$545K – – –
HCM
2500
HM Capital Management
Missouri
$545K – – –
98 99
100
101 102