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Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1251
Optimum Investment Advisors
Illinois
$412K -$54.8K -497 -12%
AT
1252
Argent Trust
Texas
$411K +$32K +290 +9%
CRC
1253
Curi RMB Capital
Illinois
$404K -$62.7K -568 -14%
GIA
1254
GHP Investment Advisors
Colorado
$403K +$392K +3,551 New
PCMC
1255
Paragon Capital Management (Colorado)
Colorado
$397K +$40.8K +370 +12%
FMWA
1256
Forvis Mazars Wealth Advisors
Missouri
$397K +$76.2K +691 +25%
CL
1257
CPWM LLC
Washington
$395K -$6.07K -55 -2%
AW
1258
Alpha Windward
Massachusetts
$394K -$35.7K -324 -9%
MBT
1259
Monroe Bank & Trust
Michigan
$394K – – –
PHAM
1260
Palisades Hudson Asset Management
Florida
$391K – – –
VIA
1261
Vantage Investment Advisors
Pennsylvania
$389K +$196K +1,779 +108%
CCA
1262
Cobblestone Capital Advisors
New York
$388K -$27.6K -250 -7%
CCC
1263
Chelsea Counsel Company
California
$384K +$373K +3,378 New
PMFA
1264
Plante Moran Financial Advisors
Michigan
$383K +$36.6K +332 +11%
FIG
1265
FundX Investment Group
California
$378K – – –
SGK
1266
Steigerwald Gordon & Koch
Virginia
$376K – – –
WSTAM
1267
Wilbanks Smith & Thomas Asset Management
Virginia
$375K -$7.83K -71 -2%
AIM
1268
Acuity Investment Management
Ontario, Canada
$375K – – –
IWMPD
1269
Integrated Wealth Management (Palm Desert)
California
$374K +$363K +3,293 New
CCM
1270
Compass Capital Management
Minnesota
$367K -$22.3K -202 -6%
EA
1271
Emerald Advisers
Pennsylvania
$366K -$29.1K -264 -7%
AA
1272
Ancora Advisors
Ohio
$363K -$352K -3,193 Closed
CHAM
1273
Clear Harbor Asset Management
Connecticut
$363K – – –
RWA
1274
River Wealth Advisors
Pennsylvania
$363K +$352K +3,193 New
EWA
1275
EP Wealth Advisors
California
$362K +$59.8K +542 +20%
49 50
51
52 53