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Name Holding Trade Value Shares
Change 		Change in
Stake
JHP
1951
James Hambro & Partners
United Kingdom
$1.38M +$357K +2,485 +48%
MIM
1952
Merrion Investment Management
New Jersey
$1.38M +$1.09M +7,605 New
GSIS
1953
Global Strategic Investment Solutions
Arizona
$1.37M – – –
22CM
1954
20/20 Capital Management
California
$1.37M -$162K -1,129 -13%
AA
1955
Apriem Advisors
California
$1.36M +$55.7K +388 +5%
FBT
1956
First Bankers Trust
Kentucky
$1.36M +$1.44K +10 +0.1%
PWM
1957
Palumbo Wealth Management
New York
$1.36M +$1.08M +7,524 New
IIC
1958
Integrated Investment Consultants
Michigan
$1.36M -$55K -383 -5%
DA
1959
Detalus Advisors
Missouri
$1.36M +$14.5K +101 +1%
BO
1960
Bank OZK
Arkansas
$1.36M +$68K +474 +7%
AHB
1961
Abner Herrman & Brock
New Jersey
$1.36M -$68K -474 -6%
SMC
1962
S. Muoio & Co
New York
$1.36M -$287K -2,000 -21%
GG
1963
Gleason Group
Kentucky
$1.36M +$57.4K +400 +6%
EPA
1964
Element Pointe Advisors
Florida
$1.36M +$177K +1,235 +20%
GDP
1965
Great Diamond Partners
Maine
$1.36M +$77.7K +541 +8%
HKIM
1966
Hayek Kallen Investment Management
Alabama
$1.35M +$7.89K +55 +0.7%
FPCM
1967
Financial Partners Capital Management
New York
$1.35M – – –
AL
1968
Arnhold LLC
New York
$1.35M – – –
SB
1969
Sunflower Bank
Texas
$1.35M +$627K +4,371 +142%
FHC
1970
First Heartland Consultants
Missouri
$1.34M +$148K +1,030 +16%
SC
1971
Saybrook Capital
North Carolina
$1.34M – – –
PA
1972
PSI Advisors
Florida
$1.34M -$440K -3,067 -29%
TPWA
1973
TRUE Private Wealth Advisors
Oregon
$1.33M -$52.1K -363 -5%
LWM
1974
Liberty Wealth Management
California
$1.33M +$15.1K +105 +1%
QSS
1975
Quantitative Systematic Strategies
Florida
$1.33M -$868K -6,050 -45%
77 78
79
80 81