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Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1601
Formidable Asset Management
Ohio
$743K +$41.2K +819 +6%
MIP
1602
Marietta Investment Partners
Wisconsin
$739K – – –
AAP
1603
Aristotle Atlantic Partners
Florida
$738K – – –
SIAP
1604
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$738K +$16.7K +331 +2%
CAIMH
1605
Central Asset Investments & Management Holdings
Hong Kong
$737K +$705K +14,000 New
ACS
1606
Archford Capital Strategies
Illinois
$734K -$1.21M -23,955 -64%
HTHT
1607
Hemenway Trust Hemenway Trust
New Hampshire
$731K -$51K -1,013 -7%
APWA
1608
Atlas Private Wealth Advisors
New Jersey
$727K +$153K +3,048 +28%
SAMT
1609
Select Asset Management & Trust
Pennsylvania
$727K +$694K +13,790 New
CFS
1610
CRA Financial Services
New Jersey
$726K -$8.05K -160 -1%
P
1611
&Partners
Tennessee
$726K – – –
WFM
1612
Wolff Financial Management
Michigan
$725K -$1.96K -39 -0.3%
PFO
1613
Pathstone Family Office
New Jersey
$723K +$307K +6,104 +81%
T
1614
TOBAM
France
$721K – – –
TWA
1615
TPB Wealth Advisors
Texas
$720K -$50.3K -1,000 -7%
ECA
1616
Elevated Capital Advisors
Utah
$719K -$352 -7 -0.1%
DFA
1617
Delta Financial Advisors
Louisiana
$719K – – –
ACP
1618
Ashfield Capital Partners
California
$716K -$792K -15,733 -54%
ICP
1619
Interchange Capital Partners
Pennsylvania
$714K -$79.8K -1,586 -11%
CWG
1620
C WorldWide Group
Denmark
$713K -$371M -7,374,841 -100%
SS
1621
Simplicity Solutions
Minnesota
$713K -$10.8M -213,812 -94%
EPWM
1622
Essex Private Wealth Management
Massachusetts
$712K -$91.4K -1,815 -12%
PCC
1623
Park Circle Company
Maryland
$712K – – –
NIMI
1624
Natixis Investment Managers International
France
$711K – – –
MFW
1625
Mosaic Family Wealth
Missouri
$709K +$327K +6,492 +93%
63 64
65
66 67