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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2176
Marathon Capital Management
Maryland
$386K +$401K +1,770 New
ACA
2177
Anchor Capital Advisors
Massachusetts
$385K -$5.89K -26 -1%
AWM
2178
Aprio Wealth Management
Georgia
$384K +$398K +1,757 New
LBC
2179
Lawrence B. Cohen
$382K +$24K +106 +6%
WC
2180
Weil Company
California
$382K +$30.1K +133 +8%
GIA
2181
Gladstone Institutional Advisory
Florida
$382K +$148K +655 +60%
CAS
2182
Cascadia Advisory Services
Oregon
$382K +$397K +1,751 New
PCAP
2183
Pratt Collard Advisory Partners
New York
$380K -$26K -115 -6%
CTB
2184
Country Trust Bank
Illinois
$380K – – –
TBNY
2185
Trustco Bank (New York)
New York
$379K -$45.3K -200 -10%
CAN
2186
Claraphi Advisory Network
United States
$379K +$99.2K +438 +34%
PWM
2187
Peterson Wealth Management
Nevada
$378K +$385K +1,698 New
W
2188
Wealthquest
Ohio
$377K +$8.61K +38 +2%
CI
2189
Chartist Inc
California
$374K -$51.6K -228 -12%
HFM
2190
Harvest Fund Management
China
$374K -$304K -1,341 -37%
UC
2191
Unio Capital
New Jersey
$374K +$70K +309 +22%
PD
2192
Planning Directions
Pennsylvania
$373K -$8.15K -36 -2%
TCM
2193
Towercrest Capital Management
Pennsylvania
$373K +$90.4K +399 +31%
GG
2194
Gleason Group
Kentucky
$373K +$387K +1,707 New
GCP
2195
GSA Capital Partners
United Kingdom
$373K +$387K +1,707 New
LWM
2196
Liberty Wealth Management
California
$371K +$31.9K +141 +9%
NICM
2197
Neo Ivy Capital Management
New York
$369K +$383K +1,690 New
ACM
2198
Armbruster Capital Management
New York
$368K – – –
RWM
2199
Ritholtz Wealth Management
New York
$368K +$52.8K +233 +16%
SRC
2200
Sage Rhino Capital
California
$367K -$100K -442 -21%
86 87
88
89 90