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Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
2051
Platform Technology Partners
New York
$18.7M +$1.53M +3,054 +9%
RGC
2052
Roberts, Glore & Co
Illinois
$18.7M -$23.6K -47 -0.1%
PWPS
2053
Pinnacle Wealth Planning Services
Ohio
$18.7M -$431K -860 -2%
CCAM
2054
Codex Capital Asset Management
Texas
$18.7M -$200K -400 -1%
HCM
2055
Huber Capital Management
California
$18.6M +$2K +4 +0%
BE
2056
Bonness Enterprises
District of Columbia
$18.6M -$1.03M -2,060 -5%
HIC
2057
Harbor Island Capital
Massachusetts
$18.6M – – –
TL
2058
Tradewinds LLC
North Carolina
$18.6M -$429K -857 -2%
AC
2059
Asio Capital
Kentucky
$18.6M +$1.3M +2,585 +7%
WAS
2060
WESPAC Advisors SoCal
California
$18.6M +$713K +1,422 +4%
B
2061
BloombergSen
Ontario, Canada
$18.6M -$1.48M -2,962 -7%
BPC
2062
Bearing Point Capital
Minnesota
$18.5M +$1.51M +3,004 +9%
TPI
2063
Trust Point Inc
Wisconsin
$18.5M -$256K -510 -1%
MCM
2064
Morton Capital Management
California
$18.5M -$932K -1,859 -5%
WKWM
2065
Walter & Keenan Wealth Management
Indiana
$18.5M -$185K -370 -1%
KF
2066
Ketron Financial
California
$18.5M +$19.1M +38,155 New
LAM
2067
L2 Asset Management
Massachusetts
$18.4M +$1.44M +2,883 +8%
BB
2068
Berkshire Bank
Massachusetts
$18.4M -$1.08M -2,151 -5%
SWA
2069
Sax Wealth Advisors
New Jersey
$18.4M +$1.81M +3,618 +11%
KFA
2070
Kelleher Financial Advisors
New York
$18.4M +$2.34M +4,661 +14%
GCM
2071
Gibraltar Capital Management
Oklahoma
$18.3M +$315K +628 +2%
SIA
2072
SeaBridge Investment Advisors
New Jersey
$18.3M -$563K -1,123 -3%
RFM
2073
Royal Fund Management
Florida
$18.3M +$1.84M +3,662 +11%
LA
2074
LVW Advisors
New York
$18.3M -$174K -347 -0.9%
JAM
2075
JCIC Asset Management
Ontario, Canada
$18.3M -$210K -420 -1%
81 82
83
84 85