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Name Holding Trade Value Shares
Change 		Change in
Stake
W
2126
WealthOne
New York
$292K +$3.33K +10 +1%
MWC
2127
MBM Wealth Consultants
Missouri
$290K -$83.8K -252 -24%
ZAM
2128
Zevin Asset Management
Massachusetts
$289K -$4.66K -14 -2%
WBG
2129
Wharton Business Group
Pennsylvania
$289K +$3.66K +11 +1%
SIA
2130
Soltis Investment Advisors
Utah
$289K +$53.9K +162 +25%
SIG
2131
Sargent Investment Group
Maryland
$288K -$872K -2,620 -76%
MPIA
2132
Mountain Pacific Investment Advisers
Idaho
$288K – – –
FA
2133
Fortis Advisors
Pennsylvania
$288K +$11.6K +35 +5%
FPC
2134
Falcon Point Capital
California
$288K +$18.6K +56 +7%
BMCM
2135
Bryn Mawr Capital Management
Pennsylvania
$286K -$20.6K -62 -7%
BCM
2136
Bridgeway Capital Management
Texas
$286K – – –
CCM
2137
Crossvault Capital Management
Texas
$286K – – –
OWM
2138
Orgel Wealth Management
Wisconsin
$286K – – –
CHA
2139
Cooper/Haims Advisors
New York
$286K +$66.5K +200 +33%
CC
2140
Constitution Capital
Connecticut
$286K +$266K +800 New
KCPG
2141
Kavar Capital Partners Group
Kansas
$285K -$6.65K -20 -2%
TVAMP
2142
Tennessee Valley Asset Management Partners
Tennessee
$284K +$264K +795 New
NL
2143
NWAM LLC
Washington
$284K +$265K +796 New
DFA
2144
DHJJ Financial Advisors
Illinois
$284K +$265K +797 New
SFG
2145
SageGuard Financial Group
Tennessee
$283K +$265K +796 New
HIS
2146
Harvest Investment Services
Illinois
$282K -$239K -719 -48%
RP
2147
Rice Partnership
Hawaii
$282K – – –
CC
2148
Caxton Corporation
New Jersey
$281K +$262K +787 New
ACG
2149
Allen Capital Group
Nebraska
$280K -$11K -33 -4%
JPG
2150
Jordan Park Group
California
$279K +$260K +783 New
84 85
86
87 88