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Name Holding Trade Value Shares
Change 		Change in
Stake
WE
2551
Wealth Effects
Massachusetts
$6.78M +$6.53M +20,144 New
BSA
2552
Bull Street Advisors
Georgia
$6.74M -$116K -359 -2%
FMTCOCP
2553
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6.73M -$76.5K -236 -1%
BOC
2554
Barbara Oil Co
Illinois
$6.73M – – –
ACM
2555
Alight Capital Management
New York
$6.73M +$6.48M +20,000 New
ECM
2556
Elgethun Capital Management
South Dakota
$6.72M -$179K -553 -3%
PFA
2557
Pure Financial Advisors
California
$6.72M -$126K -389 -2%
WIM
2558
Wittenberg Investment Management
Massachusetts
$6.71M -$86.9K -268 -1%
APIM
2559
Agate Pass Investment Management
Washington
$6.69M +$6.45M +19,896 New
LFA
2560
Legacy Financial Advisors
Kentucky
$6.69M +$524K +1,615 +9%
SEEDPG
2561
S.E.E.D. Planning Group
New York
$6.69M -$97.9K -302 -1%
SSIM
2562
Sheets Smith Investment Management
Texas
$6.68M +$6.44M +19,849 New
CASB
2563
Cape Ann Savings Bank
Massachusetts
$6.66M -$38.9K -120 -0.6%
RFN
2564
RDA Financial Network
Iowa
$6.65M +$135K +415 +2%
PCM
2565
Palouse Capital Management
Washington
$6.64M -$349K -1,076 -5%
RCG
2566
Regatta Capital Group
California
$6.64M +$6.4M +19,749 New
DI
2567
DFPG Investments
Utah
$6.64M -$671K -2,071 -9%
RFA
2568
Resurgent Financial Advisors
Georgia
$6.64M +$6.4M +19,731 New
RCM
2569
Regency Capital Management
Hawaii
$6.63M -$863K -2,662 -12%
PPP
2570
Private Portfolio Partners
New Jersey
$6.63M +$2.02M +6,219 +46%
IFAM
2571
Institutional & Family Asset Management
Colorado
$6.63M -$1.06M -3,268 -14%
BPCA
2572
Bank Pictet & Cie (Asia)
Singapore
$6.62M +$1.15M +3,562 +22%
GC
2573
GFG Capital
Florida
$6.61M +$238K +735 +4%
KC
2574
Kenfarb & Co
Kentucky
$6.61M +$6.37M +19,647 New
ACP
2575
Aviance Capital Partners
Florida
$6.6M -$109K -336 -2%
101 102
103
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