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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1901
Sentry Investment Management
Wisconsin
$13.6M -$1.11M -3,371 -7%
DPIM
1902
Duff & Phelps Investment Management
Illinois
$13.6M +$642K +1,942 +5%
AWP
1903
Ascent Wealth Partners
New York
$13.6M -$205K -621 -1%
PFS
1904
Physicians Financial Services
North Carolina
$13.6M +$49.2K +149 +0.3%
LGWM
1905
Litman Gregory Wealth Management
California
$13.6M +$13.9M +42,164 +5,519%
HCM
1906
Heathbridge Capital Management
Ontario, Canada
$13.5M -$306K -925 -2%
MW
1907
Marcum Wealth
Ohio
$13.5M +$1.49M +4,501 +12%
CIAS
1908
Capital Investment Advisory Services
North Carolina
$13.5M -$152K -460 -1%
NL
1909
NKCFO LLC
Illinois
$13.5M – – –
SBWIC
1910
Schaper Benz & Wise Investment Counsel
Wisconsin
$13.5M -$15.9K -48 -0.1%
SAM
1911
Shikiar Asset Management
New York
$13.5M -$106K -321 -0.7%
SIA
1912
SeaBridge Investment Advisors
New Jersey
$13.5M +$609K +1,844 +5%
LC
1913
Lincoln Capital
Nebraska
$13.5M +$51.2K +155 +0.4%
PCM
1914
Prelude Capital Management
New York
$13.5M +$6.69M +20,233 +90%
HCA
1915
Horan Capital Advisors
Ohio
$13.5M +$229K +694 +2%
KWM
1916
Keebeck Wealth Management
Illinois
$13.4M +$90.5K +274 +0.6%
DCM
1917
Decatur Capital Management
Georgia
$13.4M – – –
HIC
1918
Harbor Island Capital
Massachusetts
$13.4M -$545K -1,648 -4%
SWA
1919
SOA Wealth Advisors
New York
$13.3M -$90.5K -274 -0.6%
SWM
1920
Silverlake Wealth Management
Vermont
$13.3M +$382K +1,156 +3%
PCIG
1921
Partners Capital Investment Group
Massachusetts
$13.3M +$2.24M +6,788 +19%
ECU
1922
Eisler Capital (US)
New York
$13.3M +$13.9M +41,968 New
KP
1923
Keel Point
Alabama
$13.2M -$112K -340 -0.8%
CCM
1924
Canal Capital Management
Virginia
$13.2M -$482K -1,460 -3%
SAM
1925
Stansberry Asset Management
Texas
$13.2M +$1.19M +3,614 +9%
75 76
77
78 79