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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1601
Synergy Asset Management
Washington
$1.41M +$663K +1,651 +86%
VPI
1602
Value Partners Investments
Manitoba, Canada
$1.41M +$89.5K +223 +7%
AL
1603
Aspiriant LLC
California
$1.4M +$50.6K +126 +4%
TSW
1604
Three Seasons Wealth
Utah
$1.39M +$1.41M +3,523 New
CL
1605
Choreo LLC
Illinois
$1.39M +$78.3K +195 +6%
SC
1606
Sierra Capital
Florida
$1.38M -$265K -661 -16%
SFP
1607
Shepherd Financial Partners
Massachusetts
$1.37M +$1.39M +3,473 New
QC
1608
Quent Capital
New York
$1.37M +$97.1K +242 +7%
TCM
1609
Teza Capital Management
Illinois
$1.37M +$1.39M +3,459 New
PWM
1610
Peterson Wealth Management
Nevada
$1.37M +$493K +1,229 +55%
HCM
1611
HMS Capital Management
Tennessee
$1.37M -$83.5K -208 -6%
PCMF
1612
Private Capital Management (Florida)
Florida
$1.36M +$401 +1 +0%
BCA
1613
Bray Capital Advisors
Florida
$1.36M +$93.5K +233 +7%
FNT
1614
First National Trust
Pennsylvania
$1.36M +$136K +339 +11%
LCGC
1615
Legacy Capital Group California
California
$1.35M +$6.82K +17 +0.5%
JDR
1616
Jay D. Rosenbaum
$1.35M -$22.1K -55 -2%
IIM
1617
Intact Investment Management
Quebec, Canada
$1.35M -$281K -700 -17%
AC
1618
AXQ Capital
New Jersey
$1.35M +$1.36M +3,400 New
CIA
1619
Capital Investment Advisors
Georgia
$1.34M +$213K +531 +19%
FFM
1620
Forum Financial Management
Illinois
$1.34M +$53.4K +133 +4%
SAM
1621
Steinberg Asset Management
New York
$1.34M – – –
APWM
1622
Atlas Private Wealth Management
New York
$1.34M +$53K +132 +4%
KP
1623
Keel Point
Alabama
$1.33M +$1.2K +3 +0.1%
WCM
1624
Whitener Capital Management
North Carolina
$1.33M – – –
B
1625
Barings
North Carolina
$1.33M +$15.3K +38 +1%
63 64
65
66 67