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Name Holding Trade Value Shares
Change 		Change in
Stake
MPI
2101
Mairs & Power Inc
Minnesota
$264K -$542 -3 -0.2%
TPW
2102
Tiller Private Wealth
Pennsylvania
$262K -$138K -765 -36%
HKIM
2103
Hayek Kallen Investment Management
Alabama
$262K -$18.1K -100 -7%
AAP
2104
Aristotle Atlantic Partners
Florida
$262K – – –
PW
2105
Peninsula Wealth
California
$261K -$40.3K -223 -14%
SCM
2106
SOL Capital Management
Maryland
$261K +$243K +1,345 New
SGS
2107
Sterling Global Strategies
California
$260K -$49.5K -274 -17%
BA
2108
Ballew Advisors
Mississippi
$259K – – –
SCM
2109
Stonebridge Capital Management
California
$259K – – –
CPA
2110
Court Place Advisors
Maryland
$258K -$18.1K -100 -7%
TIM
2111
Tortoise Investment Management
New York
$258K – – –
NFC
2112
Northeast Financial Consultants
Connecticut
$257K – – –
RWA
2113
RGT Wealth Advisors
Texas
$256K -$4.73M -26,191 -95%
SAM
2114
Summit Asset Management
Tennessee
$256K +$5.06K +28 +2%
NCM
2115
Neumann Capital Management
California
$255K – – –
PAM
2116
Private Asset Management
California
$253K -$4.52K -25 -2%
AAM
2117
Autus Asset Management
Arizona
$253K +$236K +1,305 New
HA
2118
Hamel Associates
New Jersey
$252K -$107K -590 -31%
SMH
2119
Sanders Morris Harris
Texas
$252K +$7.95K +44 +4%
PWAG
2120
Polaris Wealth Advisory Group
California
$251K -$3.05M -16,902 -92%
DRD
2121
Dennis R. Delaney
$251K – – –
AA
2122
Altman Advisors
Illinois
$248K -$1.97M -10,885 -78%
PP
2123
PDS Planning
Ohio
$248K -$3.25K -18 -1%
CF
2124
Corrigan Financial
Rhode Island
$248K – – –
MJP
2125
Michael J. Puzo
$247K -$9.04K -50 -4%
83 84
85
86 87