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Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
1251
Cutter & Co Brokerage
Missouri
$303K +$37.1K +144 +16%
SCM
1252
Schnieders Capital Management
California
$303K +$275K +1,066 New
9WM
1253
9258 Wealth Management
Ohio
$300K -$37.4K -145 -12%
GDP
1254
Great Diamond Partners
Maine
$300K +$5.92K +23 +2%
EWM
1255
Elite Wealth Management
Washington
$299K +$515 +2 +0.2%
DCM
1256
Driehaus Capital Management
Illinois
$299K +$271K +1,051 New
PMFA
1257
Plante Moran Financial Advisors
Michigan
$298K +$12.9K +50 +5%
LOAME
1258
Lombard Odier Asset Management (Europe)
United Kingdom
$298K +$270K +1,048 New
BC
1259
Burleson & Co
California
$296K – – –
SSWM
1260
Sheets Smith Wealth Management
North Carolina
$296K – – –
LF
1261
Lee Financial
Texas
$295K – – –
GCAC
1262
Guardian Capital Advisors (Canada)
Ontario, Canada
$295K +$264K +1,025 New
MCCP
1263
Mission Creek Capital Partners
California
$293K – – –
SL
1264
Summitry LLC
California
$291K -$32.2K -125 -11%
HPCM
1265
Hunter Perkins Capital Management
Illinois
$291K – – –
CIP
1266
Convergence Investment Partners
Florida
$288K -$116K -450 -31%
BFC
1267
Bedel Financial Consulting
Indiana
$288K +$258 +1 +0.1%
TPA
1268
Trivium Point Advisory
Connecticut
$288K +$261K +1,014 New
RMAM
1269
Raab & Moskowitz Asset Management
New Jersey
$287K – – –
RPWA
1270
Regent Peak Wealth Advisors
Georgia
$286K -$6.44K -25 -2%
BCM
1271
Bienville Capital Management
New York
$285K – – –
TCM
1272
Tradewinds Capital Management
Washington
$285K – – –
KPCM
1273
Kings Point Capital Management
New York
$284K -$30.9K -120 -11%
CM
1274
Castleark Management
Illinois
$284K – – –
ESBC
1275
E.S. Barr & Co
Kentucky
$284K – – –
49 50
51
52 53