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Name Holding Trade Value Shares
Change 		Change in
Stake
PO
2101
Private Ocean
California
$2.4M +$290K +2,711 +13%
PI
2102
Pathlight Investors
Arizona
$2.4M +$2.46M +22,986 New
NL
2103
NKCFO LLC
Illinois
$2.39M +$2.52M +23,550 New
ACM
2104
Advisors Capital Management
New Jersey
$2.39M +$1.76M +16,424 +232%
RWM
2105
Raffa Wealth Management
District of Columbia
$2.38M -$408K -3,808 -14%
CIA
2106
Cascade Investment Advisors
Oregon
$2.37M +$29.5K +275 +1%
AWS
2107
AJ Wealth Strategies
New York
$2.37M +$284K +2,653 +13%
TPA
2108
Trivium Point Advisory
Connecticut
$2.37M +$2.5M +23,300 New
THWM
2109
Taylor Hoffman Wealth Management
Virginia
$2.37M +$98.7K +921 +4%
SGCA
2110
Steel Grove Capital Advisors
Tennessee
$2.36M +$785K +7,329 +46%
CA
2111
Calton & Associates
Florida
$2.36M -$806K -7,528 -24%
CCM
2112
Community Capital Management
Florida
$2.36M +$2.49M +23,230 New
PIM
2113
Platinum Investment Management
Australia
$2.36M – – –
WIM
2114
Westside Investment Management
California
$2.36M -$7.82K -73 -0.3%
AFNAS
2115
American Financial Network Advisory Services
California
$2.35M -$61.8K -577 -2%
MCM
2116
Manchester Capital Management
Vermont
$2.35M +$76.9K +718 +3%
AP
2117
Arlington Partners
Alabama
$2.34M -$31.3K -292 -1%
BCM
2118
Boltwood Capital Management
California
$2.32M -$50.9K -475 -2%
PL
2119
Plancorp LLC
Missouri
$2.32M +$1.39K +13 +0.1%
OCA
2120
Otter Creek Advisors
Florida
$2.31M -$908K -8,476 -27%
DC
2121
DeDora Capital
California
$2.29M -$80.1K -748 -3%
GKFF
2122
George Kaiser Family Foundation
Oklahoma
$2.29M -$530K -4,948 -18%
RA
2123
RFG Advisory
Alabama
$2.28M -$165K -1,537 -6%
ODCM
2124
Old Dominion Capital Management
Virginia
$2.27M +$12K +112 +0.5%
SCG
2125
Sonata Capital Group
Washington
$2.27M +$22.1K +206 +0.9%
83 84
85
86 87