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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1601
Hendershot Investments
Virginia
$26.4M +$1.8M +8,762 +7%
SAM
1602
Smithbridge Asset Management
Pennsylvania
$26.3M -$665K -3,236 -2%
CI
1603
Conning Inc
Connecticut
$26.3M -$712K -3,462 -3%
FWI
1604
Facet Wealth Inc
Maryland
$26.3M +$6.34M +30,825 +31%
SCM
1605
Schnieders Capital Management
California
$26.3M +$1.33M +6,474 +5%
JWM
1606
Jessup Wealth Management
Ohio
$26.3M -$930K -4,522 -3%
MW
1607
Marble Wealth
Alabama
$26.2M -$528K -2,570 -2%
BKA
1608
Brick & Kyle Associates
Pennsylvania
$26.1M – – –
WCM
1609
Whitener Capital Management
North Carolina
$26.1M +$829K +4,034 +3%
CHAM
1610
Clear Harbor Asset Management
Connecticut
$26.1M +$3.12M +15,185 +13%
AF
1611
Advisornet Financial
Minnesota
$26.1M -$144K -698 -0.5%
YIH
1612
Y-Intercept (HK)
Hong Kong
$26M +$26.7M +129,840 New
AWM
1613
Affinity Wealth Management
Delaware
$26M +$174K +848 +0.7%
AP
1614
Anchyra Partners
Georgia
$26M +$443K +2,156 +2%
BZWA
1615
Blue Zone Wealth Advisors
California
$25.9M +$4.71M +22,893 +21%
PE
1616
PCM Encore
Colorado
$25.9M -$923K -4,491 -3%
VCM
1617
Valiant Capital Management
California
$25.9M – – –
PT
1618
Plimoth Trust
Massachusetts
$25.9M +$2.88K +14 +0%
RS
1619
Robeco Schweiz
Switzerland
$25.9M – – –
FFA
1620
Fragasso Financial Advisors
Pennsylvania
$25.9M +$367K +1,787 +1%
CAM
1621
Costello Asset Management
Pennsylvania
$25.9M +$1.46M +7,090 +6%
PA
1622
Perennial Advisors
New York
$25.8M -$568K -2,762 -2%
WETS
1623
Wealth Enhancement Trust Services
South Dakota
$25.8M -$6.38M -31,012 -19%
PWM
1624
Positano Wealth Management
$25.8M +$1.53M +7,431 +6%
BFIM
1625
Beese Fulmer Investment Management
Ohio
$25.7M +$635K +3,090 +2%
63 64
65
66 67