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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1626
Becker Capital Management
Oregon
$331K – – –
IC
1627
Intersect Capital
California
$331K +$1.46K +32 +0.4%
DWM
1628
Dynasty Wealth Management
Florida
$331K +$327K +7,164 New
WOC
1629
West Oak Capital
California
$330K – – –
TFO
1630
Tarbox Family Office
California
$330K +$44.1K +966 +16%
CAN
1631
Claraphi Advisory Network
United States
$329K -$45.4K -994 -12%
WPC
1632
White Pine Capital
Minnesota
$326K – – –
MMA
1633
Miracle Mile Advisors
California
$324K -$2.28K -50 -0.7%
IFS
1634
Ifrah Financial Services
Arkansas
$323K -$52.1K -1,140 -14%
AMCA
1635
Arthur M. Cohen & Associates
Illinois
$322K – – –
KFA
1636
Kelleher Financial Advisors
New York
$322K – – –
AHB
1637
Abner Herrman & Brock
New Jersey
$322K +$4.89K +107 +2%
PL
1638
Plancorp LLC
Missouri
$321K -$9.14K -200 -3%
CCM
1639
Cribstone Capital Management
Maine
$321K +$57.1K +1,250 +22%
HCM
1640
Hengehold Capital Management
Ohio
$320K +$316K +6,919 New
BHTS
1641
Bar Harbor Trust Services
Maine
$319K – – –
HPIA
1642
Hamilton Point Investment Advisors
North Carolina
$318K – – –
CCM
1643
Colorado Capital Management
Colorado
$317K -$11.3K -247 -3%
BWM
1644
BigSur Wealth Management
Florida
$317K +$20.1K +439 +7%
GAM
1645
Garrison Asset Management
Arkansas
$316K -$10.6K -232 -3%
WAAG
1646
Wealth Alliance Advisory Group
Kansas
$316K – – –
CM
1647
Castleark Management
Illinois
$315K – – –
TF
1648
Tompkins Financial
New York
$314K -$69.7K -1,525 -18%
CCB
1649
Cutter & Co Brokerage
Missouri
$311K +$43.8K +958 +17%
LPC
1650
Loeb Partners Corp
New York
$307K -$4.57K -100 -1%
64 65
66
67 68