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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1651
Diligent Investors
California
$458K +$22.2K +213 +5%
CWA
1652
Clarus Wealth Advisors
Arizona
$458K +$4.37K +42 +1%
GC
1653
Gratus Capital
Georgia
$457K +$22.3K +214 +5%
CGH
1654
CMG Global Holdings
Texas
$456K – – –
BS
1655
Bessemer Securities
New York
$455K – – –
NSAM
1656
North Star Asset Management
Wisconsin
$454K +$2.6K +25 +0.6%
IIC
1657
Integrated Investment Consultants
Michigan
$453K +$9.57K +92 +2%
OL
1658
Optas LLC
Texas
$452K -$29.7K -285 -6%
CAL
1659
Capital Advisors Ltd
Ohio
$451K +$49K +471 +12%
SW
1660
Solidarity Wealth
Utah
$450K +$450K +4,324 New
PCS
1661
Personal CFO Solutions
New Jersey
$450K +$45.8K +440 +11%
WFI
1662
West Family Investments
California
$450K – – –
SSA
1663
Schonfeld Strategic Advisors
New York
$449K -$2.61M -25,088 -85%
BSC
1664
Brown Shipley & Co
United Kingdom
$448K +$448K +4,305 New
PWC
1665
PYA Waltman Capital
Tennessee
$447K +$122K +1,171 +38%
OWP
1666
Obermeyer Wealth Partners
Colorado
$446K -$6.04K -58 -1%
HCM
1667
Hengehold Capital Management
Ohio
$445K -$18.6K -179 -4%
CFO
1668
CVA Family Office
Colorado
$442K +$7.91K +76 +2%
ZF
1669
Zhang Financial
Michigan
$441K +$520 +5 +0.1%
OC
1670
Oakworth Capital
Alabama
$440K +$41.3K +397 +10%
MWM
1671
Maltin Wealth Management
New Jersey
$439K -$261K -2,510 -37%
PFSC
1672
Peoples Financial Services Corp
Pennsylvania
$438K – – –
WSCM
1673
Wellington Shields Capital Management
New York
$438K +$2.5K +24 +0.6%
GWM
1674
Gitterman Wealth Management
New Jersey
$437K – – –
JHCP
1675
Jackson Hole Capital Partners
Oklahoma
$433K +$4.47K +43 +1%
65 66
67
68 69