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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
601
Executive Wealth Management
Michigan
$645K -$197K -14,514 -24%
CPSC
602
Carl P. Sherr & Co
Massachusetts
$644K +$126K +9,235 +25%
SIC
603
Sigma Investment Counselors
Michigan
$642K +$261K +19,220 +74%
OIA
604
OneDigital Investment Advisors
Kansas
$641K +$12.4K +912 +2%
MYAM
605
Meiji Yasuda Asset Management
Japan
$635K -$139K -10,239 -19%
BCM
606
Beck Capital Management
Texas
$632K +$607K +44,630 New
CPWA
607
Cerro Pacific Wealth Advisors
California
$631K – – –
CPA
608
Clear Perspective Advisors
Illinois
$624K +$4.56K +335 +0.8%
GF
609
Gabelli Funds
New York
$623K -$81.6K -6,000 -12%
DA
610
DCM Advisors
New York
$619K -$17.7K -1,300 -3%
TC
611
TwinBeech Capital
New York
$619K +$594K +43,701 New
TFGT
612
TS Financial Group (TSFG)
Illinois
$618K +$19.5K +1,430 +3%
CAM
613
Carret Asset Management
New York
$615K +$22.6K +1,662 +4%
GT
614
Greenleaf Trust
Michigan
$606K -$16.1K -1,184 -3%
KA
615
Kintegral Advisory
New York
$605K – – –
SAM
616
Secure Asset Management
Michigan
$604K +$13.2K +971 +2%
DCM
617
Dupont Capital Management
Delaware
$597K -$662K -48,667 -54%
SIA
618
Strategic Investment Advisors
Michigan
$590K -$4.82K -354 -0.8%
PA
619
Planning Alternatives
Michigan
$589K -$4.56K -335 -0.8%
BCP
620
Blue Chip Partners
Michigan
$589K +$47K +3,459 +9%
SCM
621
Southport Capital Management
Tennessee
$588K -$178K -13,086 -24%
CCB
622
Cutter & Co Brokerage
Missouri
$587K +$184K +13,540 +48%
DPIM
623
Duff & Phelps Investment Management
Illinois
$584K -$12.1K -890 -2%
SC
624
Searle & Co
Connecticut
$581K – – –
NFC
625
Northeast Financial Consultants
Connecticut
$580K – – –
23 24
25
26 27