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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1301
Wedgewood Partners
Missouri
$33.4M +$6.31M +15,599 +21%
CF
1302
Cypress Funds
California
$33.4M -$13.4M -33,212 -27%
BWL
1303
Bogart Wealth LLC
Virginia
$33.4M +$6.6M +16,316 +22%
AG
1304
Algert Global
California
$33.4M +$887K +2,193 +3%
CAM
1305
Columbia Asset Management
Michigan
$33.3M -$322K -796 -0.9%
HW
1306
HORAN Wealth
Ohio
$33.3M +$537K +1,326 +2%
PJSIMP
1307
P.J. Schmidt Investment Management (PJS)
Wisconsin
$33.2M -$221K -547 -0.6%
IAIM
1308
International Assets Investment Management
Florida
$33.1M +$492K +1,215 +1%
PWMAG
1309
Pinnacle Wealth Management Advisory Group
New Jersey
$33.1M +$2.48M +6,121 +7%
OMC
1310
Overbrook Management Corp
New York
$33M +$3.04M +7,514 +9%
AO
1311
Allen Operations
New York
$33M – – –
CIS
1312
Connors Investor Services
Pennsylvania
$33M +$1.72M +4,253 +5%
FG
1313
Fiduciary Group
Georgia
$33M -$709K -1,753 -2%
RC
1314
Randolph Company
Ohio
$32.9M +$229K +565 +0.6%
AWAG
1315
ARS Wealth Advisors Group
Florida
$32.9M +$1.21M +2,991 +4%
RWA
1316
River Wealth Advisors
Pennsylvania
$32.8M +$1.52M +3,755 +4%
FA
1317
Fiduciary Alliance
South Carolina
$32.8M -$11.2M -27,585 -24%
MYA
1318
Meiji Yasuda America
New York
$32.8M +$7.95M +19,660 +29%
RMC
1319
Resources Management Corp
Connecticut
$32.7M -$510K -1,260 -1%
CA
1320
Crewe Advisors
Utah
$32.7M +$1.62M +4,016 +5%
MIM
1321
Marco Investment Management
Georgia
$32.7M -$274K -677 -0.8%
JWM
1322
JGP Wealth Management
Oregon
$32.6M +$1M +2,475 +3%
LIM
1323
Leavell Investment Management
Alabama
$32.6M -$87.8K -217 -0.2%
SS
1324
Spinecap SAS
France
$32.4M +$903K +2,231 +3%
DCA
1325
DSG Capital Advisors
Minnesota
$32.4M +$1.04M +2,574 +3%
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