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Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
1101
Adirondack Trust Company
New York
$373K +$22.7K +373 +6%
AHS
1102
Aspiriant Holdings S3
California
$369K – – –
AB
1103
Atlas Brown
Kentucky
$368K – – –
IT
1104
Independence Trust
Tennessee
$368K – – –
OWP
1105
Obermeyer Wealth Partners
Colorado
$363K +$146K +2,390 +65%
BCM
1106
Blume Capital Management
California
$360K – – –
TSS
1107
Thomas Story & Son
Indiana
$360K – – –
SSP
1108
Sapphire Star Partners
Washington
$360K +$365K +6,000 New
JWM
1109
Jacobus Wealth Management
Wisconsin
$359K -$13.1K -215 -3%
OHS
1110
Odey Holdings (Switzerland)
Switzerland
$358K -$118K -1,930 -24%
EWM
1111
Evermay Wealth Management
Virginia
$357K – – –
AIA
1112
AIMZ Investment Advisors
California
$356K – – –
TIA
1113
Tiemann Investment Advisors
California
$355K -$21.3K -350 -6%
NB
1114
Nicolet Bankshares
Wisconsin
$353K +$354K +5,817 New
ALA
1115
Atherton Lane Advisers
California
$352K +$7.19K +118 +2%
LWIC
1116
Leith Wheeler Investment Counsel
British Columbia, Canada
$352K +$258K +4,238 New
TC
1117
TradeLink Capital
Illinois
$352K +$357K +5,866 New
EWA
1118
Exencial Wealth Advisors
Oklahoma
$351K – – –
LA
1119
LVW Advisors
New York
$351K +$75.3K +1,236 +27%
EWM
1120
Elite Wealth Management
Washington
$350K -$466K -7,644 -57%
TNBTD
1121
Trustmark National Bank Trust Department
Mississippi
$350K -$55.8K -916 -14%
JWA
1122
JFS Wealth Advisors
Pennsylvania
$349K +$7.07K +116 +2%
HBT
1123
Hills Bank & Trust
Iowa
$347K +$352K +5,776 New
IC
1124
IKOS CIF
Cyprus
$343K +$58.9K +967 +21%
GBT
1125
Grove Bank & Trust
Florida
$339K +$344K +5,650 New
43 44
45
46 47