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Name Holding Trade Value Shares
Change 		Change in
Stake
OPCM
1526
Osborne Partners Capital Management
California
$201K +$183K +696 New
TSMHT
1527
Thurston Springer Miller Herd & Titak
Indiana
$201K +$174K +664 +2,371%
WW
1528
Westshore Wealth
California
$200K +$182K +694 New
WFPG
1529
Waller Financial Planning Group
Ohio
$200K +$182K +693 New
UAS
1530
United Asset Strategies
New York
$200K +$182K +693 New
NFSG
1531
Newbridge Financial Services Group
Florida
$198K +$11.6K +44 +7%
CH
1532
Cromwell Holdings
Wyoming
$195K – – –
A
1533
AlphaQuest
New York
$192K -$522K -1,987 -75%
1IA
1534
1620 Investment Advisors
Massachusetts
$192K -$1.05K -4 -0.6%
OL
1535
OneFund LLC
Florida
$190K +$9.72K +37 +6%
CYG
1536
Clean Yield Group
Vermont
$189K – – –
CF
1537
Centaurus Financial
California
$189K -$62.5K -238 -27%
ST
1538
Smithfield Trust
Pennsylvania
$186K – – –
PUI
1539
Purpose Unlimited Inc
$185K +$168K +639 New
UFPG
1540
United Financial Planning Group
New York
$183K +$158K +600 +1,765%
DMBA
1541
Deseret Mutual Benefit Administrators
Utah
$183K +$4.99K +19 +3%
LI
1542
LRI Investments
Florida
$183K +$8.14K +31 +5%
RFP
1543
Root Financial Partners
California
$181K +$24.7K +94 +18%
JSAM
1544
J. Safra Asset Management
New York
$176K +$146K +555 +1,009%
JFGIW
1545
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$172K +$57.8K +220 +59%
CA
1546
CoreCap Advisors
Michigan
$170K +$28.1K +107 +22%
VCM
1547
Versant Capital Management
Arizona
$169K +$17.3K +66 +13%
NSIM
1548
North Star Investment Management
Illinois
$168K -$8.67K -33 -5%
AF
1549
Alerus Financial
North Dakota
$168K -$5.25K -20 -3%
CBT
1550
Crews Bank & Trust
Florida
$166K – – –
60 61
62
63 64