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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2101
Osterweis Capital Management
California
$1.01M +$92.5K +313 +11%
AWG
2102
Altus Wealth Group
Colorado
$1.01M -$3.54K -12 -0.4%
MC
2103
Montag & Caldwell
Georgia
$1.01M – – –
SI
2104
Saxon Interests
Texas
$1.01M -$96.6K -327 -9%
HFAS
2105
Hummer Financial Advisory Services
Illinois
$1.01M – – –
AT
2106
Arvest Trust
Oklahoma
$1.01M -$3.54K -12 -0.4%
WCG
2107
Weaver Consulting Group
California
$1.01M -$36.9K -125 -4%
MCM
2108
Morton Capital Management
California
$1.01M – – –
NFA
2109
Northern Financial Advisors
Michigan
$1.01M +$35.7K +121 +4%
RI
2110
Ridgewood Investments
New Jersey
$1.01M +$59.1K +200 +7%
FPF
2111
First Pacific Financial
Washington
$1M +$75.9K +257 +9%
SGI
2112
Summit Global Investments
Utah
$1M +$546K +1,849 +134%
CA
2113
Cornerstone Advisory
Maryland
$998K -$39K -132 -4%
NCM
2114
Northside Capital Management
Oregon
$995K – – –
FPA
2115
First Pacific Advisors
California
$994K – – –
PA
2116
Probity Advisors
Texas
$994K +$945K +3,200 New
GCM
2117
Gallacher Capital Management
Colorado
$993K +$527K +1,784 +126%
AF
2118
Aldebaran Financial
$989K -$15.7K -53 -2%
DCM
2119
Disciplina Capital Management
Tennessee
$989K +$4.14K +14 +0.4%
MFG
2120
Menard Financial Group
Texas
$987K -$5.02K -17 -0.5%
PEA
2121
Park Edge Advisors
Ohio
$985K -$23.6K -80 -2%
RCM
2122
Raleigh Capital Management
North Carolina
$985K -$57.9K -196 -6%
MIM
2123
Merrion Investment Management
New Jersey
$985K -$10.3K -35 -1%
FFC
2124
First Financial Corp
Indiana
$983K -$101K -343 -10%
CHA
2125
Carmichael Hill & Associates
Maryland
$982K +$201K +681 +27%
83 84
85
86 87