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Name Holding Trade Value Shares
Change 		Change in
Stake
RPA
1751
Rock Point Advisors
Vermont
$259K – – –
OAM
1752
Oxford Asset Management
United Kingdom
$258K -$6.61M -43,694 -96%
AHB
1753
Abner Herrman & Brock
New Jersey
$256K -$6.36M -42,061 -96%
GAM
1754
Gould Asset Management
California
$256K +$264K +1,747 New
FCFC
1755
First Commonwealth Financial Corp
Pennsylvania
$255K -$9.83K -65 -4%
CF
1756
Corrigan Financial
Rhode Island
$255K +$263K +1,735 New
SCM
1757
Stordahl Capital Management
Colorado
$254K -$23.8K -157 -8%
FGP
1758
Foyston, Gordon, & Payne
Ontario, Canada
$254K – – –
VCP
1759
Vista Capital Partners
Oregon
$254K +$756 +5 +0.3%
HPIA
1760
Hamilton Point Investment Advisors
North Carolina
$253K +$261K +1,724 New
TCM
1761
Traynor Capital Management
Pennsylvania
$252K -$48.4K -320 -16%
CWM
1762
Confluence Wealth Management
Oregon
$251K – – –
PM
1763
Penbrook Management
New York
$250K – – –
NP
1764
NS Partners
United Kingdom
$249K – – –
ERIM
1765
Eagle Ridge Investment Management
Connecticut
$245K -$248K -1,637 -50%
TWMP
1766
Taylor Wealth Management Partners
Massachusetts
$245K – – –
FCAG
1767
First Capital Advisors Group
New Jersey
$245K +$8.62K +57 +4%
TIM
1768
Total Investment Management
Arizona
$244K +$35.7K +236 +17%
BPB
1769
Badgley, Phelps & Bell
Washington
$244K +$251K +1,661 New
NPPM
1770
North Point Portfolio Managers
Ohio
$243K – – –
FFW
1771
Fusion Family Wealth
New York
$243K +$3.48K +23 +1%
NCM
1772
Northside Capital Management
Oregon
$243K +$20.6K +136 +9%
OKSA
1773
O'Keefe Stevens Advisory
New York
$242K – – –
BCM
1774
Beck Capital Management
Texas
$241K -$60.1K -397 -19%
VWA
1775
V Wealth Advisors
Kansas
$241K -$14.1K -93 -5%
69 70
71
72 73