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Name Holding Trade Value Shares
Change 		Change in
Stake
DL
1501
DOHJ LLC
Washington
$375K -$291K -3,706 -43%
MCWS
1502
McKinley Carter Wealth Services
West Virginia
$375K -$786 -10 -0.2%
PCP
1503
Panoramic Capital Partners
Oregon
$373K +$387K +4,926 New
IA
1504
Insight Advisors
Pennsylvania
$372K -$8.56K -109 -2%
BWA
1505
Burt Wealth Advisors
Maryland
$371K -$6.6K -84 -2%
PAS
1506
Professional Advisory Services
Florida
$370K – – –
CP
1507
Canopy Partners
Ohio
$370K +$1.1K +14 +0.3%
ET
1508
Equitable Trust
Tennessee
$369K -$128K -1,635 -25%
NPA
1509
Nichols & Pratt Advisers
Massachusetts
$369K – – –
BP
1510
BBR Partners
New York
$369K +$383K +4,876 New
EW
1511
Enzi Wealth
Texas
$368K – – –
IB
1512
Intrust Bank
Kansas
$368K +$41.2K +525 +12%
SP
1513
Stablepoint Partners
Massachusetts
$368K -$590K -7,517 -61%
DLA
1514
Douglas Lane & Associates
New York
$367K -$44.7K -569 -10%
AIM
1515
Alhambra Investment Management
Florida
$367K +$148K +1,882 +63%
AAS
1516
Ameritas Advisory Services
Nebraska
$367K -$18.6K -237 -5%
CPWA
1517
Cerro Pacific Wealth Advisors
California
$366K -$3.38K -43 -1%
NDSI
1518
Newman Dignan & Sheerar Inc
Rhode Island
$365K -$18.6K -237 -5%
JSW
1519
Journey Strategic Wealth
New Jersey
$364K -$28.8K -367 -7%
TFO
1520
Tarbox Family Office
California
$363K -$1.57K -20 -0.4%
PIM
1521
Progressive Investment Management
Oregon
$363K – – –
MIM
1522
Miller Investment Management
Pennsylvania
$361K – – –
BBI
1523
Baxter Bros Inc
Connecticut
$361K -$10.7K -136 -3%
WHC
1524
Wulff, Hansen & Co
California
$359K -$11K -140 -3%
FFA
1525
First Foundation Advisors
California
$358K -$9.9K -126 -3%
59 60
61
62 63