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Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1301
Scharf Investments
California
$903K +$190K +1,866 +24%
MFA
1302
Mayflower Financial Advisors
Massachusetts
$900K +$100K +987 +11%
MC
1303
Matisse Capital
Oregon
$898K -$610 -6 -0.1%
HIM
1304
Hillsdale Investment Management
Ontario, Canada
$898K +$779K +7,655 +403%
PIM
1305
Profit Investment Management
Maryland
$896K -$7.93K -78 -0.8%
SAM
1306
Synergy Asset Management
Washington
$895K +$969K +9,524 New
WPW
1307
Waldron Private Wealth
Pennsylvania
$894K -$79.5K -782 -8%
OIAM
1308
OFI Invest Asset Management
France
$892K +$149K +1,463 +17%
MPPW
1309
Mitchell & Pahl Private Wealth
Oklahoma
$890K +$134K +1,321 +16%
QI
1310
Qtron Investments
Massachusetts
$888K – – –
CPA
1311
Court Place Advisors
Maryland
$888K -$45.7K -449 -5%
PIFP
1312
Partners in Financial Planning
Virginia
$887K -$77.2K -759 -7%
AFG
1313
Allegheny Financial Group
Pennsylvania
$885K +$3.36K +33 +0.4%
RAM
1314
Ramirez Asset Management
New York
$884K -$126K -1,240 -12%
KHCM
1315
Kirtland Hills Capital Management
Ohio
$883K +$963K +9,467 New
MA
1316
MCF Advisors
Kentucky
$881K -$152K -1,491 -14%
SWA
1317
Stratos Wealth Advisors
Ohio
$874K -$292K -2,871 -24%
MWA
1318
Meridian Wealth Advisors
Texas
$874K – – –
GKWIM
1319
Gerber Kawasaki Wealth & Investment Management
California
$874K -$1.82M -17,881 -66%
PCS
1320
Personal CFO Solutions
New Jersey
$871K +$279K +2,745 +42%
AFA
1321
AA Financial Advisors
Ohio
$871K +$943K +9,269 New
KGC
1322
Kennon-Green & Company
Ohio
$871K +$255K +2,503 +37%
ITIM
1323
Indiana Trust & Investment Management
Indiana
$870K -$35.8K -352 -4%
OTPPB
1324
Ontario Teachers' Pension Plan Board
Ontario, Canada
$868K +$940K +9,239 New
PPWM
1325
Paragon Private Wealth Management
Kentucky
$868K -$29.2K -287 -3%
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