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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2801
Copeland Capital Management
Pennsylvania
$143K +$158K +1,650 New
ACM
2802
AUA Capital Management
Pennsylvania
$142K -$8.61K -90 -5%
BAAM
2803
Baker Avenue Asset Management
California
$142K -$5.52M -57,702 -97%
DIP
2804
DT Investment Partners
Pennsylvania
$138K +$10K +105 +7%
ACP
2805
Arcus Capital Partners
Georgia
$137K -$91.9K -961 -38%
UCB
2806
United Community Bank
South Carolina
$136K -$11K -115 -7%
PP
2807
PFS Partners
New Jersey
$133K -$9.56K -100 -6%
BWAM
2808
Boyd Watterson Asset Management
Ohio
$133K -$57.5K -601 -28%
ECM
2809
EMC Capital Management
Texas
$130K +$47.8K +500 +50%
AWM
2810
AllSquare Wealth Management
New York
$129K +$4.11K +43 +3%
MAM
2811
Magellan Asset Management
Australia
$128K +$62.9K +658 +80%
PGAM
2812
Princeton Global Asset Management
New Jersey
$127K -$861 -9 -0.6%
CWM
2813
Compass Wealth Management
Connecticut
$126K +$139K +1,452 New
LFA
2814
Level Financial Advisors
New York
$124K -$26K -272 -16%
VF
2815
VitalStone Financial
Texas
$123K +$140K +1,463 New
MBFW
2816
Morton Brown Family Wealth
Pennsylvania
$123K – – –
WOSD
2817
WFA of San Diego
California
$119K +$131K +1,367 New
HI
2818
Hoey Investments
Pennsylvania
$114K – – –
RWPA
2819
Richard W. Paul & Associates
Michigan
$111K +$122K +1,280 New
CIM
2820
Contravisory Investment Management
Massachusetts
$110K – – –
IAS
2821
IMA Advisory Services
Colorado
$110K -$6.89K -72 -5%
TAM
2822
Tucker Asset Management
Colorado
$109K – – –
OCM
2823
Orion Capital Management
California
$108K -$9.56K -100 -7%
AFIA
2824
America First Investment Advisors
Nebraska
$108K – – –
HWM
2825
HighMark Wealth Management
Minnesota
$106K +$1.24K +13 +1%
111 112
113
114 115