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Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
2351
Goodman Advisory Group
Massachusetts
$319K – – –
SIC
2352
Sigma Investment Counselors
Michigan
$318K – – –
LFG
2353
Lockerman Financial Group
California
$317K -$3K -8 -1%
MPIA
2354
Mountain Pacific Investment Advisers
Idaho
$317K – – –
CP
2355
Coho Partners
Pennsylvania
$316K -$22.5K -60 -7%
LPP
2356
Long Path Partners
Connecticut
$316K +$301K +803 New
OWM
2357
Orgel Wealth Management
Wisconsin
$315K – – –
AFM
2358
Armstrong Fleming & Moore
District of Columbia
$315K +$300K +800 New
TFA
2359
Triad Financial Advisors
North Carolina
$315K +$1.5K +4 +0.5%
CLOS
2360
Compagnie Lombard Odier SCmA
Switzerland
$315K – – –
CCA
2361
Catalyst Capital Advisors
New York
$315K +$300K +800 New
GG
2362
Golden Green
South Carolina
$313K -$1.5K -4 -0.5%
PB
2363
Pinnacle Bancorp
Nebraska
$313K – – –
TCG
2364
Tremblant Capital Group
Florida
$312K – – –
RPCA
2365
Running Point Capital Advisors
California
$312K +$9.76K +26 +3%
SICM
2366
Sustainable Insight Capital Management
New York
$311K -$334K -891 -53%
FA
2367
Fortis Advisors
Pennsylvania
$310K -$93.8K -250 -24%
CCT
2368
Chemung Canal Trust
New York
$310K – – –
AAM
2369
Aureus Asset Management
Massachusetts
$310K +$296K +788 New
VAM
2370
Verity Asset Management
North Carolina
$310K -$13.9K -37 -4%
MSFP
2371
Mark Sheptoff Financial Planning
Connecticut
$309K – – –
APW
2372
Acima Private Wealth
Virginia
$308K – – –
CSB
2373
City State Bank
Iowa
$308K – – –
HG
2374
Harbor Group
New Hampshire
$307K +$37.5K +100 +15%
AIA
2375
Angeles Investment Advisors
California
$307K +$293K +781 New
93 94
95
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