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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1151
SSI Investment Management
California
$220K +$4.39K +77 +2%
VNA
1152
VNBTrust National Association
Virginia
$219K – – –
IWMPD
1153
Integrated Wealth Management (Palm Desert)
California
$219K +$24.4K +428 +12%
CG
1154
Colony Group
Massachusetts
$219K +$32.2K +566 +17%
CCA
1155
Conestoga Capital Advisors
Pennsylvania
$218K -$2.28K -40 -1%
LJAC
1156
L.J. Altfest & Co
New York
$218K +$225K +3,944 New
BHBT
1157
Burke & Herbert Bank & Trust
Virginia
$217K +$37.8K +664 +20%
LDB
1158
Lee, Danner & Bass
Tennessee
$216K – – –
MAM
1159
Marquette Asset Management
Minnesota
$215K -$28K -492 -11%
ISL
1160
Ingalls & Snyder LLC
New York
$214K -$57 -1 -0%
CIA
1161
Capital Investment Advisors
Georgia
$214K +$12.3K +216 +6%
BFG
1162
Beacon Financial Group
Texas
$214K +$221K +3,886 New
WA
1163
Waverly Advisors
Alabama
$210K +$5.47K +96 +3%
FFA
1164
First Foundation Advisors
California
$207K +$26.2K +460 +14%
RIA
1165
Regal Investment Advisors
Michigan
$205K – – –
TWMP
1166
Taylor Wealth Management Partners
Massachusetts
$204K -$3.99K -70 -2%
ACI
1167
Alpha Cubed Investments
California
$204K +$211K +3,704 New
AWM
1168
Affinity Wealth Management
Delaware
$202K – – –
NPA
1169
Nichols & Pratt Advisers
Massachusetts
$202K – – –
CPO
1170
Cerity Partners OCIO
New York
$202K +$11.5K +202 +6%
CVM
1171
Cheviot Value Management
California
$201K +$208K +3,648 New
VCP
1172
Vista Capital Partners
Oregon
$200K +$207K +3,632 New
GWM
1173
Geneos Wealth Management
Colorado
$193K -$383K -6,718 -66%
AW
1174
Alpha Windward
Massachusetts
$192K -$6.78K -119 -3%
SAMC
1175
Shinko Asset Management Company
Japan
$191K -$5.36K -94 -3%
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