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Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1026
Gerber Kawasaki Wealth & Investment Management
California
$392K -$87.6K -1,708 -18%
FPFS
1027
First Personal Financial Services
North Carolina
$392K +$280K +5,463 +242%
OPTFSNA
1028
Old Point Trust & Financial Services N A
Virginia
$391K – – –
FVP
1029
Firefly Value Partners
Pennsylvania
$388K +$392K +7,638 New
DAM
1030
Doheny Asset Management
California
$386K -$310K -6,039 -44%
FHA
1031
First Horizon Advisors
Tennessee
$384K – – –
HA
1032
Hamel Associates
New Jersey
$384K – – –
WEC
1033
Winslow Evans & Crocker
Massachusetts
$379K -$390K -7,600 -50%
UBWV
1034
United Bank (West Virginia)
West Virginia
$378K +$38.7K +754 +11%
B
1035
BancorpSouth
Mississippi
$376K – – –
DLA
1036
Douglas Lane & Associates
New York
$374K -$25.3K -494 -6%
GRP
1037
Global Retirement Partners
California
$374K +$377K +7,352 New
WIP
1038
Wellesley Investment Partners
Massachusetts
$372K +$376K +7,330 New
WI
1039
WrapManager Inc
California
$371K -$42.5K -829 -10%
MBT
1040
Montecito Bank & Trust
California
$365K -$103K -2,000 -22%
PAM
1041
Peak Asset Management
Colorado
$363K +$366K +7,137 New
SAM
1042
Security Asset Management
New York
$362K – – –
WPA
1043
West Paces Advisors
Georgia
$355K +$358K +6,982 New
ZCA
1044
Zeke Capital Advisors
Pennsylvania
$353K +$357K +6,954 New
BHIA
1045
Birch Hill Investment Advisors
Massachusetts
$352K +$9.75K +190 +3%
ACM
1046
Alta Capital Management
Utah
$351K – – –
BSA
1047
Braun Stacey Associates
New York
$351K – – –
HA
1048
Harfst & Associates
Wyoming
$343K +$26.6K +518 +8%
FAG
1049
Financial Advisory Group
Texas
$340K – – –
NME
1050
Notis-McConarty Edward
$336K -$6.77K -132 -2%
40 41
42
43 44