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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1501
Covey Capital Advisors
Georgia
$1.98M +$56.2K +330 +4%
SAM
1502
Selway Asset Management
$1.97M -$85.2K -500 -5%
BMC
1503
Beaton Management Company
Massachusetts
$1.97M -$518K -3,040 -25%
FCP
1504
Fidelis Capital Partners
Florida
$1.96M +$690K +4,053 +92%
ICM
1505
IMS Capital Management
Oregon
$1.96M -$33.2K -195 -2%
SFA
1506
Source Financial Advisors
New York
$1.96M -$77.5K -455 -5%
SC
1507
Sawyer & Company
Massachusetts
$1.96M -$11.6K -68 -0.7%
BOH
1508
Bank of Hawaii
Hawaii
$1.95M +$790K +4,639 +101%
PWP
1509
Principle Wealth Partners
Connecticut
$1.95M -$29.3K -172 -2%
TGAM
1510
TBH Global Asset Management
Tennessee
$1.95M +$691K +4,059 +79%
MS
1511
Mizuho Securities
Japan
$1.94M -$3.17M -18,610 -67%
GAM
1512
Grandview Asset Management
Pennsylvania
$1.94M -$199K -1,166 -11%
NAS
1513
Nicolet Advisory Services
Wisconsin
$1.93M +$216K +1,266 +16%
TI
1514
Truepoint Inc
Ohio
$1.93M -$283K -1,663 -15%
NB
1515
NBT Bank
New York
$1.93M -$132K -774 -8%
SWM
1516
Sculati Wealth Management
Michigan
$1.92M – – –
RWP
1517
Revolve Wealth Partners
New Jersey
$1.91M +$258K +1,514 +20%
RPCONE
1518
Retirement Planning Company of New England
Rhode Island
$1.91M -$65.7K -386 -4%
CT
1519
Colonial Trust
South Carolina
$1.91M +$43.9K +258 +3%
LC
1520
Longitude (Cayman)
Cayman Islands
$1.91M -$341K -2,000 -18%
PRA
1521
Pine Ridge Advisers
New York
$1.91M – – –
B
1522
Bellecapital
Switzerland
$1.91M -$703K -4,128 -31%
ATI
1523
Act Two Investors
California
$1.9M +$1.53M +8,981 New
BIP
1524
Bouvel Investment Partners
Pennsylvania
$1.9M -$4.26K -25 -0.3%
TA
1525
Tiedemann Advisors
New York
$1.9M – – –
59 60
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