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Name Holding Trade Value Shares
Change 		Change in
Stake
II
1401
Ibex Investors
Colorado
$315K -$2.26M -357,760 -88%
JA
1402
JOYN Advisors
Georgia
$314K -$7.82K -1,240 -3%
AIM
1403
Alambic Investment Management
California
$312K +$299K +47,400 New
GPGA
1404
Grandeur Peak Global Advisors
Utah
$310K -$353K -56,000 -54%
OWA
1405
Outlook Wealth Advisors
Texas
$309K -$955K -151,360 -76%
CIP
1406
Convergence Investment Partners
Florida
$308K -$12.1K -1,920 -4%
NFG
1407
Nadler Financial Group
Illinois
$308K +$59.1K +9,360 +25%
FLPIM
1408
F.L. Putnam Investment Management
Massachusetts
$305K +$292K +46,240 New
TCOT
1409
Trust Company of Toledo
Ohio
$304K +$291K +46,160 New
MAWCM
1410
Mine & Arao Wealth Creation & Management
California
$303K -$18.9K -3,000 -6%
APG
1411
Abacus Planning Group
South Carolina
$303K – – –
AWM
1412
Altavista Wealth Management
North Carolina
$303K +$290K +46,000 New
OPCM
1413
Osborne Partners Capital Management
California
$303K +$290K +46,000 New
IAP
1414
Indie Asset Partners
Indiana
$302K -$757 -120 -0.3%
BFA
1415
Beacon Financial Advisory
Ohio
$302K – – –
JWM
1416
JGP Wealth Management
Oregon
$301K -$162K -25,600 -36%
GSWM
1417
Golden State Wealth Management
California
$299K +$287K +45,440 New
CSIC
1418
Clifford Swan Investment Counsel
California
$298K -$18.9K -3,000 -6%
ARMT
1419
Amica Retiree Medical Trust
Rhode Island
$298K – – –
PPP
1420
Private Portfolio Partners
New Jersey
$297K -$31.8K -5,040 -10%
MSFP
1421
Mark Sheptoff Financial Planning
Connecticut
$297K +$69.4K +11,000 +32%
NB
1422
NBT Bank
New York
$296K +$25.2K +4,000 +10%
EM
1423
Excalibur Management
Massachusetts
$295K – – –
JIM
1424
Jupiter Investment Management
United Kingdom
$294K -$16.5M -2,611,480 -98%
MIM
1425
Marco Investment Management
Georgia
$294K +$32.3K +5,120 +13%
55 56
57
58 59