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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1876
FAS Wealth Partners
Kansas
$270K – – –
SCM
1877
Stonehearth Capital Management
Massachusetts
$270K – – –
ODCM
1878
Old Dominion Capital Management
Virginia
$270K +$259K +1,386 New
DBIA
1879
Dumont & Blake Investment Advisors
New Jersey
$269K -$7.47K -40 -3%
FUBT
1880
First United Bank & Trust
Maryland
$268K -$3.55K -19 -1%
GIM
1881
Goelzer Investment Management
Indiana
$268K – – –
EWF
1882
Epstein & White Financial
California
$268K +$255K +1,366 New
SICM
1883
Sustainable Insight Capital Management
New York
$267K +$31.2K +167 +14%
PC
1884
Periscope Capital
Ontario, Canada
$265K +$254K +1,359 New
PTB
1885
Pioneer Trust Bank
Oregon
$264K +$252K +1,351 New
SAM
1886
Summit Asset Management
Tennessee
$263K -$5.79K -31 -2%
CWM
1887
Circle Wealth Management
New Jersey
$263K -$3.55K -19 -1%
LI
1888
LVZ Inc
Michigan
$262K – – –
UIA
1889
UBP Investment Advisors
Switzerland
$262K – – –
MWM
1890
Mascoma Wealth Management
New Hampshire
$262K +$2.8K +15 +1%
IWP
1891
Icon Wealth Partners
Texas
$261K -$64.8K -347 -21%
CWM
1892
Cranbrook Wealth Management
Michigan
$261K – – –
CAM
1893
Claret Asset Management
Quebec, Canada
$261K +$250K +1,340 New
ANB
1894
Amarillo National Bank
Texas
$260K – – –
WS
1895
Wela Strategies
Georgia
$259K -$31.6K -169 -11%
SL
1896
Summitry LLC
California
$259K -$11K -59 -4%
HCMNY
1897
Howard Capital Management (New York)
New York
$259K -$7.47K -40 -3%
SQA
1898
Simon Quick Advisors
New Jersey
$258K +$9.53K +51 +4%
TI
1899
Truepoint Inc
Ohio
$257K +$202K +1,079 +451%
MFS
1900
Madrona Financial Services
Washington
$256K +$1.49K +8 +0.6%
74 75
76
77 78