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Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
1201
Beacon Investment Advisory Services
New Jersey
$932K -$69.6K -1,550 -7%
GC
1202
Grimes & Company
Massachusetts
$925K +$135K +3,016 +16%
WAM
1203
Weatherly Asset Management
California
$924K -$15.7K -350 -2%
HCM
1204
Hall Capital Management
Rhode Island
$916K -$40.4K -900 -4%
FDS
1205
Freedom Day Solutions
Texas
$916K +$75.5K +1,680 +9%
LJAC
1206
L.J. Altfest & Co
New York
$912K -$30.3K -674 -3%
AAM
1207
Ascension Asset Management
New York
$910K – – –
FIM
1208
Frontier Investment Management
Texas
$909K -$311K -6,929 -25%
PH
1209
Pinnacle Holdings
Oklahoma
$907K +$135K +3,000 +17%
DBRC
1210
D.B. Root & Company
Pennsylvania
$902K +$151K +3,359 +19%
ECM
1211
EagleClaw Capital Management
Massachusetts
$901K -$16.8K -375 -2%
NGA
1212
Naples Global Advisors
Florida
$897K -$49.3K -1,098 -5%
SCM
1213
Schnieders Capital Management
California
$894K -$38K -847 -4%
TCM
1214
Tuttle Capital Management
Connecticut
$893K +$925K +20,583 New
GSBTD
1215
Glenview State Bank Trust Department
Illinois
$892K – – –
EWA
1216
EP Wealth Advisors
California
$892K +$32.5K +723 +4%
STA
1217
Summit Trail Advisors
New York
$890K +$225K +5,001 +19%
WCM
1218
Whitener Capital Management
North Carolina
$886K +$108K +2,410 +13%
LA
1219
LVW Advisors
New York
$885K -$2.54M -56,478 -73%
FFBTD
1220
First Financial Bank - Trust Division
Ohio
$883K -$28K -624 -3%
AAM
1221
Autus Asset Management
Arizona
$883K – – –
SC
1222
Stralem & Co
New York
$877K -$359K -8,000 -28%
FHA
1223
Flagship Harbor Advisors
Massachusetts
$873K +$28.1K +625 +3%
FWP
1224
FAS Wealth Partners
Kansas
$872K -$190K -4,225 -17%
AFG
1225
Albion Financial Group
Utah
$869K -$20.2K -450 -2%
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