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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1726
Ashford Capital Management
Delaware
$454K – – –
RCWMU
1727
Rothschild & Co Wealth Management (UK)
United Kingdom
$453K +$23.9K +194 +5%
CIS
1728
Connors Investor Services
Pennsylvania
$452K +$9.71K +79 +2%
HW
1729
Hedeker Wealth
Illinois
$452K +$459K +3,733 New
TB
1730
Terril Brothers
Missouri
$451K +$22.5K +183 +5%
DA
1731
Denali Advisors
California
$450K – – –
DOA
1732
D'Orazio & Associates
Virginia
$449K +$12.8K +104 +3%
AHS
1733
Aspiriant Holdings S3
California
$448K -$163K -1,326 -26%
AWM
1734
Affinity Wealth Management
Delaware
$448K +$455K +3,702 New
GGPS
1735
Gary Goldberg Planning Services
New York
$441K -$18.6K -151 -4%
MC
1736
MSF Capital
New York
$441K – – –
GCAC
1737
Guardian Capital Advisors (Canada)
Ontario, Canada
$439K +$6.76K +55 +2%
SSWM
1738
Sheets Smith Wealth Management
North Carolina
$433K +$12.9K +105 +3%
SGK
1739
Steigerwald Gordon & Koch
Virginia
$432K +$2.58K +21 +0.6%
LOAMS
1740
Lombard Odier Asset Management (Switzerland)
Switzerland
$430K -$31.4M -254,998 -99%
BFIC
1741
Bedell Frazier Investment Counselling
California
$430K -$20.5K -167 -4%
VIMU
1742
Veritas Investment Management (UK)
United Kingdom
$430K – – –
AC
1743
Alexandria Capital
Virginia
$429K -$30.9K -251 -7%
CCM
1744
Carlson Capital Management
Minnesota
$428K -$3.81K -31 -0.9%
CCMW
1745
Cypress Capital Management (Wyoming)
Wyoming
$427K +$434K +3,528 New
CC
1746
Cornerstone Capital
California
$427K – – –
NCM
1747
Nelson Capital Management
California
$424K -$7.5K -61 -2%
WRM
1748
Weybosset Research & Management
Rhode Island
$422K – – –
NIS
1749
National Investment Services
Wisconsin
$420K -$4.61M -37,478 -92%
SIC
1750
Schwartz Investment Counsel
Michigan
$418K +$23K +187 +6%
68 69
70
71 72