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Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
1951
Overbrook Management Corp
New York
$288K – – –
TCM
1952
Towercrest Capital Management
Pennsylvania
$287K +$1.61K +9 +0.5%
BWCS
1953
Beirne Wealth Consulting Services
Connecticut
$287K +$299K +1,669 New
DSAM
1954
Dock Street Asset Management
Florida
$286K – – –
SICM
1955
Sustainable Insight Capital Management
New York
$286K +$83.6K +466 +39%
AIA
1956
Alera Investment Advisors
Illinois
$286K +$299K +1,666 New
LBC
1957
Lawrence B. Cohen
$285K +$13.1K +73 +5%
SCA
1958
Sippican Capital Advisors
Massachusetts
$284K – – –
MTC
1959
McDaniel Terry & Co
Texas
$284K +$1.61K +9 +0.5%
PCMK
1960
Paragon Capital Management (Kansas)
Kansas
$284K +$72.4K +404 +32%
ACP
1961
Arcus Capital Partners
Georgia
$282K +$6.81K +38 +2%
FRM
1962
Fox Run Management
Connecticut
$282K +$294K +1,639 New
PFBT
1963
Parkside Financial Bank & Trust
Missouri
$280K -$110K -614 -27%
FFC
1964
First Financial Corp
Indiana
$279K -$22.6K -126 -7%
MPW
1965
MA Private Wealth
California
$279K +$291K +1,624 New
EIG
1966
Ellenbecker Investment Group
Wisconsin
$278K -$5.74K -32 -2%
AWMS
1967
Advocacy Wealth Management Services
Georgia
$278K – – –
WANY
1968
Wealthspire Advisors (New York)
New York
$278K +$290K +1,617 New
NEAM
1969
New England Asset Management
Connecticut
$277K – – –
CAM
1970
Concorde Asset Management
Michigan
$277K +$19.5K +109 +7%
PP
1971
PagnatoKarp Partners
Virginia
$277K +$24.4K +136 +9%
FFA
1972
Fragasso Financial Advisors
Pennsylvania
$276K -$42.7K -238 -13%
SFM
1973
Signature Financial Management
Virginia
$276K -$36.6K -204 -11%
OC
1974
Oarsman Capital
Wisconsin
$276K -$14.3K -80 -5%
MCM
1975
MV Capital Management
Maryland
$276K – – –
77 78
79
80 81