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Name Holding Trade Value Shares
Change 		Change in
Stake
JGUA
2276
John G. Ullman & Associates
New York
$421K +$20K +160 +5%
OWP
2277
Obermeyer Wealth Partners
Colorado
$421K +$71.2K +570 +20%
RHFI
2278
Reilly Herbert Faulkner III
$420K – – –
BWM
2279
BCS Wealth Management
Tennessee
$417K -$20.5K -164 -5%
IEFM
2280
IQ EQ Fund Management
Ireland
$415K -$31.7K -254 -7%
SIS
2281
Sound Income Strategies
Florida
$413K +$7.25K +58 +2%
PM
2282
Parametrica Management
Hong Kong
$412K -$394K -3,153 -49%
YMRC
2283
Yorktown Management & Research Company
Virginia
$411K +$70K +560 +20%
ACM
2284
Alethea Capital Management
Washington
$410K – – –
HHGA
2285
Halbert Hargrove Global Advisors
California
$409K -$23K -184 -5%
IF
2286
IRON Financial
Illinois
$408K -$74.6K -597 -15%
CPIG
2287
Chicago Partners Investment Group
Illinois
$407K -$242K -1,936 -37%
BMCM
2288
Bryn Mawr Capital Management
Pennsylvania
$407K +$7.13K +57 +2%
SWP
2289
Summit Wealth Partners
Florida
$406K -$96.9K -775 -19%
P
2290
&Partners
Tennessee
$406K -$20.9K -167 -5%
CWM
2291
Confluence Wealth Management
Oregon
$404K -$21.2K -170 -5%
MHR
2292
Matthew Hamilton Rosenberg
$401K – – –
BAM
2293
Bellevue Asset Management
Washington
$401K +$21K +168 +5%
EGM
2294
Engineers Gate Manager
New York
$395K -$122K -980 -24%
PAM
2295
Palisade Asset Management
Minnesota
$394K – – –
PSP
2296
Principal Street Partners
Tennessee
$393K +$36.9K +295 +10%
GFP
2297
Gryphon Financial Partners
Ohio
$393K +$393K +3,145 New
AIM
2298
Avity Investment Management
Connecticut
$392K -$12.5K -100 -3%
VAS
2299
Valicenti Advisory Services
New York
$390K -$3.34M -26,746 -89%
PD
2300
Planning Directions
Pennsylvania
$390K +$7.38K +59 +2%
90 91
92
93 94