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Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
1226
South Street Advisors
New York
$942K – – –
MIA
1227
MainStreet Investment Advisors
Illinois
$941K +$919K +1,814 New
OCM
1228
Orleans Capital Management
Louisiana
$939K – – –
RZH
1229
Relyea Zuckerberg Hanson
Connecticut
$932K +$55.7K +110 +7%
AA
1230
Alta Advisers
United Kingdom
$930K – – –
DTC
1231
Davidson Trust Company
Washington
$927K -$506 -1 -0.1%
MFC
1232
Mechanics Financial Corp
Ohio
$926K +$461K +910 +104%
BI
1233
Bradyco Inc
Massachusetts
$923K – – –
RWM
1234
Revisor Wealth Management
Ohio
$919K +$339K +670 +61%
HC
1235
Hara Capital
Washington
$917K – – –
RMP
1236
Richards, Merrill & Peterson
Washington
$915K +$2.53K +5 +0.3%
SCM
1237
Sandler Capital Management
New York
$912K -$554K -1,093 -38%
CFA
1238
Collaborative Fund Advisors
Nevada
$909K -$32.4K -64 -4%
PCM
1239
Parsons Capital Management
Rhode Island
$908K -$64.8K -128 -7%
CAMV
1240
Concord Asset Management (Virginia)
Virginia
$906K +$7.6K +15 +0.9%
MG
1241
Mather Group
Illinois
$905K +$62.3K +123 +8%
IAS
1242
Insigneo Advisory Services
Florida
$905K +$163K +322 +23%
LTI
1243
Laffer Tengler Investments
Tennessee
$904K +$30.4K +60 +4%
EWM
1244
Evercore Wealth Management
New York
$900K -$9.12K -18 -1%
NSAM
1245
North Star Asset Management
Wisconsin
$900K – – –
WS
1246
Wilian Securities
Minnesota
$894K +$452K +893 +108%
DCM
1247
Driehaus Capital Management
Illinois
$893K – – –
DDC
1248
DF Dent & Co
Maryland
$882K +$97.2K +192 +13%
CIM
1249
Caldwell Investment Management
Ontario, Canada
$882K +$861K +1,700 New
CCIA
1250
Campbell & Co Investment Adviser
Maryland
$881K +$22.3K +44 +3%
48 49
50
51 52