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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1301
Intact Investment Management
Quebec, Canada
$2.95M +$1.39M +7,200 +100%
MCM
1302
Makena Capital Management
California
$2.94M +$2.78M +14,331 New
PWG
1303
Private Wealth Group
Florida
$2.94M -$121K -625 -4%
MHS
1304
M Holdings Securities
Oregon
$2.94M -$251K -1,298 -8%
SW
1305
SlateStone Wealth
Florida
$2.94M +$568K +2,930 +26%
JRP
1306
Jasper Ridge Partners
California
$2.93M – – –
CMI
1307
Clare Market Investments
Texas
$2.93M +$332K +1,715 +14%
CSA
1308
Cottage Street Advisors
Massachusetts
$2.92M +$39.9K +206 +1%
AWM
1309
Altium Wealth Management
New York
$2.92M +$247K +1,273 +10%
FM
1310
Foster & Motley
Ohio
$2.9M +$807K +4,168 +42%
AAM
1311
Auxier Asset Management
Oregon
$2.88M -$18.4K -95 -0.7%
KFGK
1312
Keystone Financial Group (Kentucky)
Kentucky
$2.87M +$49.6K +256 +2%
RWA
1313
Ropes Wealth Advisors
Massachusetts
$2.87M +$61K +315 +2%
SNT
1314
Security National Trust
West Virginia
$2.86M +$106K +546 +4%
HCM
1315
Hodges Capital Management
Texas
$2.86M +$16.1K +83 +0.6%
PSP
1316
Principal Street Partners
Tennessee
$2.84M -$22.1K -114 -0.8%
HA
1317
Hamel Associates
New Jersey
$2.84M +$3.87K +20 +0.1%
AFA
1318
Arlington Financial Advisors
California
$2.83M -$204K -1,055 -7%
MIH
1319
Meitav Investment House
Israel
$2.83M -$1.99M -10,293 -43%
PCM
1320
Prelude Capital Management
New York
$2.83M -$509K -2,630 -16%
MF
1321
Manchester Financial
California
$2.82M -$286K -1,478 -10%
CIP
1322
Convergence Investment Partners
Florida
$2.82M +$1.62M +8,340 +155%
RIA
1323
Regal Investment Advisors
Michigan
$2.8M +$21.9K +113 +0.8%
T2I
1324
Turim 21 Investimentos
Brazil
$2.8M -$1.84M -9,495 -41%
GFPC
1325
Global Financial Private Capital
Florida
$2.79M -$505K -2,607 -16%
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