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Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1801
Halbert Hargrove Global Advisors
California
$286K +$276K +5,622 New
HCM
1802
Hutchinson Capital Management
California
$285K – – –
SHGA
1803
Sand Hill Global Advisors
California
$285K +$274K +5,600 New
MWPCG
1804
Measured Wealth Private Client Group
New Hampshire
$284K -$443K -9,035 -62%
CIP
1805
Capital Insight Partners
Arizona
$284K -$13.8K -281 -5%
PV
1806
Private Vista
Illinois
$281K +$26.6K +543 +11%
UCMOK
1807
United Capital Management of KS
Kansas
$280K -$8.48K -173 -3%
AIM
1808
Avity Investment Management
Connecticut
$280K – – –
DA
1809
DSC Advisors
Illinois
$279K -$3.92K -80 -1%
GEA
1810
Glen Eagle Advisors
New Jersey
$278K -$4.85K -99 -2%
MC
1811
Miramar Capital
Illinois
$277K +$256K +5,224 New
CCFM
1812
Clear Creek Financial Management
Washington
$277K +$265K +5,405 New
JLBC
1813
J.L. Bainbridge & Co
Florida
$276K +$266K +5,430 New
ATFA
1814
All Terrain Financial Advisors
Minnesota
$275K – – –
CG
1815
Corundum Group
Colorado
$274K -$116K -2,362 -30%
BCM
1816
Becker Capital Management
Oregon
$272K -$11.3K -230 -4%
IRC
1817
Investors Research Corp
Georgia
$271K -$147 -3 -0.1%
OFS
1818
OneAscent Financial Services
Alabama
$271K +$261K +5,325 New
VCM
1819
Versant Capital Management
Arizona
$269K -$86.5K -1,765 -25%
TLP
1820
Trinity Legacy Partners
Texas
$268K +$245K +5,008 New
SIC
1821
Sigma Investment Counselors
Michigan
$267K -$98K -2,000 -28%
LF
1822
Lantz Financial
Illinois
$267K +$8.68K +177 +4%
CCM
1823
Canal Capital Management
Virginia
$267K +$257K +5,248 New
TIM
1824
Total Investment Management
Arizona
$266K +$196 +4 +0.1%
SFG
1825
StrategIQ Financial Group
Indiana
$266K +$43.9K +895 +21%
71 72
73
74 75