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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1901
Towercrest Capital Management
Pennsylvania
$447K – – –
DAM
1902
Doheny Asset Management
California
$447K – – –
OCM
1903
Orion Capital Management
California
$446K -$52.1K -300 -10%
QPBE
1904
Quintet Private Bank (Europe)
Luxembourg
$446K -$201K -1,158 -34%
FAM
1905
Fenimore Asset Management
New York
$445K – – –
WCM
1906
Windsor Capital Management
Arizona
$445K -$13.7K -79 -3%
JWBC
1907
J.W. Burns & Co
New York
$445K – – –
DTC
1908
Davidson Trust Company
Washington
$444K -$153K -878 -25%
CCG
1909
Chatham Capital Group
Georgia
$444K – – –
CPC
1910
Cookson Peirce & Co
Pennsylvania
$443K +$445K +2,562 New
IFAM
1911
Institutional & Family Asset Management
Colorado
$443K +$869 +5 +0.2%
WBCM
1912
Wilson & Boucher Capital Management
California
$441K – – –
BWAM
1913
Boyd Watterson Asset Management
Ohio
$441K – – –
FF
1914
Francis Financial
$441K +$15.6K +90 +4%
GI
1915
Gradient Investments
Minnesota
$440K +$151K +867 +52%
FMTC
1916
Farmers & Merchants Trust Company
California
$440K -$54.2K -312 -11%
FIC
1917
FCG Investment Company
Tennessee
$439K -$1.74K -10 -0.4%
WCFA
1918
Walkner Condon Financial Advisors
Wisconsin
$439K +$6.78K +39 +2%
VWA
1919
Visionary Wealth Advisors
Illinois
$438K -$15.6K -90 -3%
KWM
1920
KFG Wealth Management
Indiana
$438K +$3.48K +20 +0.8%
SSW
1921
Smith Shellnut Wilson
Mississippi
$436K – – –
LA
1922
LM Advisors
California
$436K – – –
PAM
1923
Pegasus Asset Management
New York
$435K -$5.21K -30 -1%
PGIM
1924
Pacific Global Investment Management
California
$435K -$2.61K -15 -0.6%
UAS
1925
United Asset Strategies
New York
$434K +$17.2K +99 +4%
75 76
77
78 79