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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1701
Diligent Investors
California
$17.1M -$1.44M -4,353 -7%
GPTE
1702
Generali Powszechne Towarzystwo Emerytalne
Poland
$17.1M +$6.61M +20,000 +59%
VEPM
1703
Vista Equity Partners Management
California
$17.1M -$6.89M -20,863 -28%
AMM
1704
American Money Management
California
$17.1M +$63.8K +193 +0.4%
VW
1705
Vantage Wealth
California
$17M +$328K +992 +2%
HI
1706
Harbour Investments
Wisconsin
$17M +$471K +1,424 +3%
TH
1707
Team Hewins
California
$17M +$17.8M +53,725 New
WPP
1708
Whalerock Point Partners
Rhode Island
$16.9M +$130K +392 +0.7%
SWM
1709
Stockman Wealth Management
Montana
$16.9M -$347K -1,050 -2%
CNB
1710
Camden National Bank
Maine
$16.9M -$179K -541 -1%
CAAS
1711
Capital Asset Advisory Services
Michigan
$16.9M +$1.52M +4,587 +10%
SAM
1712
Strategy Asset Managers
California
$16.9M -$1.07M -3,236 -6%
RMSCM
1713
R.M. Sincerbeaux Capital Management
New York
$16.9M -$2.73M -8,273 -13%
CRB
1714
Chad R. Baker
$16.9M – – –
BEAM
1715
Baker Ellis Asset Management
Washington
$16.9M -$31.1K -94 -0.2%
LC
1716
Lindbrook Capital
California
$16.8M +$359K +1,086 +2%
TCA
1717
Trifecta Capital Advisors
Illinois
$16.8M +$367K +1,111 +2%
SC
1718
Scholtz & Company
Connecticut
$16.8M -$696K -2,107 -4%
NAM
1719
NTV Asset Management
West Virginia
$16.8M +$1.42M +4,301 +9%
HCM
1720
Hodges Capital Management
Texas
$16.8M -$2.49M -7,525 -12%
GWSG
1721
GPS Wealth Strategies Group
Colorado
$16.8M +$614K +1,859 +4%
FNB
1722
Farmers National Bank
Kentucky
$16.8M +$29.1K +88 +0.2%
ACM
1723
Adalta Capital Management
New York
$16.8M +$155K +470 +0.9%
LSPW
1724
Lake Street Private Wealth
Illinois
$16.8M +$120K +364 +0.7%
HIP
1725
HUB Investment Partners
Texas
$16.8M +$9.47M +28,671 +117%
67 68
69
70 71