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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2201
BOS Asset Management
Illinois
$588K – – –
IEFM
2202
IQ EQ Fund Management
Ireland
$586K -$41.8K -104 -7%
PIC
2203
Portland Investment Counsel
Ontario, Canada
$586K -$6.83K -17 -1%
DOA
2204
D'Orazio & Associates
Virginia
$586K -$39.4K -98 -7%
FMTCOCP
2205
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$585K +$28.5K +71 +5%
CCG
2206
Catalina Capital Group
California
$585K +$551K +1,371 New
HIM
2207
Hillsdale Investment Management
Ontario, Canada
$585K -$64.3K -160 -10%
HKIM
2208
Hayek Kallen Investment Management
Alabama
$583K +$86.4K +215 +19%
DSN
2209
D. Scott Neal
Kentucky
$581K – – –
DMBA
2210
Deseret Mutual Benefit Administrators
Utah
$581K -$216K -537 -28%
SB
2211
Sunflower Bank
Texas
$581K +$26.1K +65 +5%
JSL
2212
JT Stratford LLC
Georgia
$580K -$8.04K -20 -1%
ETIA
2213
Epic Trust Investment Advisors
Washington
$579K -$8.84K -22 -2%
BAM
2214
Berkshire Asset Management
Pennsylvania
$579K -$22.1K -55 -4%
TI
2215
Truepoint Inc
Ohio
$579K -$27.7K -69 -5%
MFG
2216
Midwest Financial Group
Kansas
$578K +$402 +1 +0.1%
AWM
2217
Alterna Wealth Management
Texas
$577K – – –
GIP
2218
Granite Investment Partners
California
$577K – – –
CPSAC
2219
Chas P. Smith & Associates (CPS)
Florida
$576K -$402 -1 -0.1%
GCIM
2220
Gunn & Company Investment Management
Florida
$576K +$543K +1,351 New
FA
2221
Fiducient Advisors
Illinois
$576K +$2.41K +6 +0.4%
VC
2222
Veery Capital
Delaware
$575K +$1.21K +3 +0.2%
SHGA
2223
Sand Hill Global Advisors
California
$573K +$131K +327 +32%
PWM
2224
Proathlete Wealth Management
Florida
$568K +$535K +1,332 New
PMFA
2225
Plante Moran Financial Advisors
Michigan
$568K +$21.7K +54 +4%
87 88
89
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