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Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
1301
Garrison Point Advisors
California
$211K – – –
RW
1302
Rede Wealth
Virginia
$211K +$543 +2 +0.2%
BCM
1303
Buckhead Capital Management
Georgia
$208K – – –
CCB
1304
Cutter & Co Brokerage
Missouri
$206K – – –
COCM
1305
Charter Oak Capital Management
New Hampshire
$206K +$11.7K +43 +5%
JSC
1306
Jackson Square Capital
California
$205K -$285K -1,049 -53%
TAM
1307
Trillium Asset Management
Massachusetts
$205K +$7.6K +28 +3%
BAM
1308
Bellevue Asset Management
Washington
$202K -$2.71K -10 -1%
VV
1309
Verity & Verity
South Carolina
$202K – – –
FMTC
1310
Farmers & Merchants Trust Company
California
$202K +$16.3K +60 +7%
AIA
1311
Angeles Investment Advisors
California
$202K +$250K +920 New
BG
1312
Bahl & Gaynor
Ohio
$201K – – –
OWP
1313
Obermeyer Wealth Partners
Colorado
$201K – – –
ACM
1314
Advisors Capital Management
New Jersey
$201K +$55.9K +206 +29%
CAM
1315
CenterStar Asset Management
Illinois
$200K – – –
PNC
1316
Park National Corp
Ohio
$200K – – –
OC
1317
Oakworth Capital
Alabama
$198K +$8.14K +30 +3%
PCM
1318
Penserra Capital Management
California
$194K +$23.9K +88 +11%
ASBI
1319
American State Bank (Iowa)
Iowa
$192K – – –
T
1320
TOBAM
France
$190K – – –
NFG
1321
Next Financial Group
Texas
$188K -$359K -1,324 -61%
TC
1322
Tacita Capital
Ontario, Canada
$184K – – –
TWM
1323
Tradition Wealth Management
Minnesota
$179K +$55.4K +204 +33%
CCC
1324
Crescent Capital Consulting
Louisiana
$178K – – –
SWM
1325
Selective Wealth Management
Virginia
$178K +$40.7K +150 +23%
51 52
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