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Name Holding Trade Value Shares
Change 		Change in
Stake
WR
1101
WD Rutherford
Oregon
$3.98M -$54.4K -145 -1%
IFWM
1102
Institute for Wealth Management
Colorado
$3.96M -$101K -268 -3%
CGL
1103
Clarius Group LLC
Washington
$3.94M +$19.9K +53 +0.5%
CBB
1104
Citizens Business Bank
California
$3.93M -$126K -336 -3%
HP
1105
Hikari Power
Japan
$3.93M – – –
M2MC
1106
Matthew 25 Management Corp
Pennsylvania
$3.93M – – –
WC
1107
Winmill & Co
New Hampshire
$3.93M – – –
ADL
1108
Asset Dedication LLC
California
$3.93M +$171K +456 +5%
CWP
1109
CFM Wealth Partners
Texas
$3.93M +$30K +80 +0.8%
FCIM
1110
Fairview Capital Investment Management
California
$3.92M – – –
SIA
1111
Schechter Investment Advisors
Michigan
$3.91M +$26.6K +71 +0.7%
BL
1112
Balentine LLC
Georgia
$3.91M +$230K +613 +7%
CWM
1113
Concentric Wealth Management
California
$3.9M -$461K -1,228 -11%
HCM
1114
Harvey Capital Management
Florida
$3.9M -$1.88K -5 -0.1%
LBC
1115
Lawrence B. Cohen
$3.89M -$137K -366 -4%
AM
1116
AGF Management
Ontario, Canada
$3.89M +$1.76M +4,693 +90%
CAM
1117
Centre Asset Management
New York
$3.89M +$124K +331 +3%
JRP
1118
Jasper Ridge Partners
California
$3.88M – – –
AT
1119
American Trust
Kentucky
$3.88M -$45.8K -122 -1%
WWM
1120
Western Wealth Management
Colorado
$3.87M +$76.9K +205 +2%
MG
1121
Mather Group
Illinois
$3.87M +$644K +1,717 +21%
TAM
1122
Trust Asset Management
Texas
$3.85M – – –
LS
1123
Leelyn Smith
Illinois
$3.85M +$57.8K +154 +2%
VIP
1124
Vantage Investment Partners
Missouri
$3.84M +$904K +2,410 +33%
LNC
1125
Lincoln National Corp
Pennsylvania
$3.84M +$120K +320 +3%
43 44
45
46 47