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Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1651
Baskin Financial Services
Ontario, Canada
$753K +$224K +689 +45%
RPWA
1652
Regent Peak Wealth Advisors
Georgia
$748K -$4.23K -13 -0.6%
BO
1653
BRR OpCo
Ohio
$746K -$487K -1,497 -40%
OPPTF
1654
OPSEU Pension Plan Trust Fund
Ontario, Canada
$745K +$41.9K +129 +6%
HC
1655
Hendley & Co
Ohio
$745K +$716K +2,203 New
PWM
1656
PRW Wealth Management
Massachusetts
$743K -$173K -532 -19%
9WM
1657
9258 Wealth Management
Ohio
$743K +$54K +166 +7%
OWA
1658
Outlook Wealth Advisors
Texas
$741K +$7.15K +22 +1%
PJB
1659
Paul John Balson
California
$738K -$105K -323 -13%
RM
1660
Resource Management
Louisiana
$736K +$87.5K +269 +14%
BPGAM
1661
BTG Pactual Global Asset Management
Bermuda
$731K -$633K -1,946 -47%
PIA
1662
Pinion Investment Advisors
Kansas
$727K – – –
CCMG
1663
Clark Capital Management Group
Pennsylvania
$725K -$157K -484 -18%
PAS
1664
Partnervest Advisory Services
California
$725K +$23.4K +72 +3%
MSAM
1665
Moloney Securities Asset Management
Missouri
$724K -$53.6K -165 -7%
SIA
1666
Strategic Investment Advisors
Michigan
$721K +$112K +343 +19%
CPA
1667
Court Place Advisors
Maryland
$719K – – –
CPA
1668
Clear Perspective Advisors
Illinois
$717K -$15K -46 -0.5%
CHAM
1669
Clear Harbor Asset Management
Connecticut
$717K -$9.75K -30 -1%
AIS
1670
American Investment Services
Massachusetts
$712K +$975 +3 +0.1%
CCA
1671
Catalyst Capital Advisors
New York
$710K -$1.28M -3,950 -65%
BIM
1672
Baldwin Investment Management
Pennsylvania
$710K – – –
I
1673
INVST
Indiana
$708K -$975 -3 -0.1%
DJSG
1674
D.J. St. Germain
Massachusetts
$708K +$111K +342 +20%
UH
1675
Unigestion Holding
Switzerland
$705K +$252K +775 +59%
65 66
67
68 69