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Name Holding Trade Value Shares
Change 		Change in
Stake
PI
2326
PHH Investments
Texas
$314K – – –
CCA
2327
Conservest Capital Advisors
Pennsylvania
$313K – – –
CAS
2328
Cascadia Advisory Services
Oregon
$311K +$293K +1,513 New
ESBC
2329
E.S. Barr & Co
Kentucky
$310K – – –
SAM
2330
Summit Asset Management
Tennessee
$310K – – –
XM
2331
XTX Markets
New York
$309K +$292K +1,505 New
JF
2332
JSF Financial
California
$308K – – –
HS
2333
HighVista Strategies
Massachusetts
$308K +$291K +1,500 New
LAM
2334
L2 Asset Management
Massachusetts
$307K +$290K +1,497 New
FCM
2335
Fortis Capital Management
Washington
$307K +$290K +1,498 New
CCFCSB
2336
Cape Cod Five Cents Savings Bank
Massachusetts
$306K -$40.7K -210 -12%
UIA
2337
UBP Investment Advisors
Switzerland
$306K – – –
DIM
2338
Delta Investment Management
California
$306K +$289K +1,492 New
SMH
2339
Sanders Morris Harris
Texas
$305K -$20.1K -104 -6%
CCM
2340
Campbell Capital Management
Florida
$305K – – –
VCM
2341
Vision Capital Management
Oregon
$305K +$19.4K +100 +7%
KPWG
2342
KFA Private Wealth Group
Virginia
$305K +$288K +1,485 New
KOMWMG
2343
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$305K +$288K +1,488 New
DDC
2344
DF Dent & Co
Maryland
$304K -$18K -93 -6%
FM
2345
Family Management
New York
$304K -$15.3K -79 -5%
RWG
2346
Regal Wealth Group
California
$304K +$11.8K +61 +4%
AAS
2347
Annex Advisory Services
Wisconsin
$303K -$3.87K -20 -1%
VIM
2348
Vista Investment Management
Pennsylvania
$302K -$2.13K -11 -0.7%
MWP
2349
Meridian Wealth Partners
Pennsylvania
$302K +$285K +1,471 New
GAMC
2350
Garner Asset Management Corp
Texas
$301K -$194 -1 -0.1%
92 93
94
95 96