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Name Holding Trade Value Shares
Change 		Change in
Stake
WDL
2376
Well Done LLC
Michigan
$248K – – –
LAS
2377
Lloyd Advisory Services
Georgia
$248K +$257K +1,136 New
WAM
2378
Weiss Asset Management
Massachusetts
$247K -$12K -53 -4%
CFA
2379
Capstone Financial Advisors
Illinois
$247K – – –
RIS
2380
Retirement Income Solutions
Michigan
$246K -$156K -691 -38%
FWM
2381
FSA Wealth Management
Massachusetts
$246K +$255K +1,126 New
CIA
2382
Cascade Investment Advisors
Oregon
$246K -$11.3K -50 -4%
OPCM
2383
Osborne Partners Capital Management
California
$245K -$2.62M -11,568 -91%
AWM
2384
AllSquare Wealth Management
New York
$245K -$10.6K -47 -4%
MPW
2385
MA Private Wealth
California
$245K -$4.08K -18 -2%
MGWM
2386
Marks Group Wealth Management
Minnesota
$245K +$254K +1,120 New
CAM
2387
Concorde Asset Management
Michigan
$244K -$7.47K -33 -3%
CF
2388
Corrigan Financial
Rhode Island
$244K +$9.51K +42 +4%
OMIC
2389
Old Mission Investment Co
Michigan
$243K +$15.2K +67 +6%
EAM
2390
Evanson Asset Management
California
$243K – – –
TCM
2391
Tufton Capital Management
Maryland
$243K – – –
WCF
2392
West Coast Financial
California
$242K -$2.04K -9 -0.8%
MCG
2393
McCollum Christoferson Group
New York
$242K – – –
NWA
2394
New World Advisors
Massachusetts
$242K +$250K +1,106 New
DIM
2395
Delta Investment Management
California
$242K +$252K +1,111 New
MC
2396
Montag & Caldwell
Georgia
$240K – – –
TCM
2397
TimesSquare Capital Management
New York
$240K +$249K +1,100 New
SCP
2398
Seizert Capital Partners
Michigan
$238K -$54.8K -242 -18%
WA1
2399
Wimmer Associates 1
California
$238K +$12.5K +55 +5%
OEP
2400
Ocean Endowment Partners
Illinois
$238K +$247K +1,092 New
94 95
96
97 98