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Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
1626
Willow Creek Wealth Management
California
$321K +$22K +276 +8%
JIC
1627
Joel Isaacson & Co
New York
$320K -$4.47K -56 -1%
HIM
1628
Hotaling Investment Management
Pennsylvania
$320K +$46.3K +581 +18%
FC
1629
FORA Capital
Florida
$320K +$298K +3,730 New
PMFA
1630
Plante Moran Financial Advisors
Michigan
$319K +$5.82K +73 +2%
BDF
1631
Balasa Dinverno & Foltz
$318K -$26.6K -334 -8%
LCOV
1632
London Company of Virginia
Virginia
$318K – – –
SCI
1633
S&CO Inc
Massachusetts
$318K – – –
MMPW
1634
Mitchell McLeod Pugh & Williams
Alabama
$318K +$8.38K +105 +3%
MMA
1635
Miracle Mile Advisors
California
$317K -$3.39M -42,502 -92%
GAM
1636
Gotham Asset Management
New York
$317K -$1.96M -24,522 -87%
LRIA
1637
Leonard Rickey Investment Advisors
Washington
$317K +$294K +3,692 New
XSC
1638
X-Square Capital
Puerto Rico
$315K -$100K -1,256 -26%
AAM
1639
Autus Asset Management
Arizona
$315K -$24.7K -310 -8%
SCM
1640
Schnieders Capital Management
California
$315K – – –
SAM
1641
SignalPoint Asset Management
Missouri
$314K -$5.26K -66 -2%
WA
1642
Winfield Associates
Ohio
$314K – – –
FIM
1643
Freedom Investment Management
Connecticut
$314K +$8.46K +106 +3%
CFG
1644
Cooper Financial Group
California
$314K +$61.1K +766 +27%
W
1645
WealthStone
Ohio
$311K -$131K -1,640 -31%
BBI
1646
Baxter Bros Inc
Connecticut
$311K +$289K +3,617 New
AIC
1647
Ameritas Investment Company
Nebraska
$310K – – –
GC
1648
Gratus Capital
Georgia
$310K +$3.43K +43 +1%
SQA
1649
Simon Quick Advisors
New Jersey
$310K +$7.42K +93 +3%
JIP
1650
Jaffetilchin Investment Partners
Florida
$309K +$51.4K +645 +22%
64 65
66
67 68