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Name Holding Trade Value Shares
Change 		Change in
Stake
BMCM
626
Bryn Mawr Capital Management
Pennsylvania
$654K +$656K +9,897 New
EWA
627
EP Wealth Advisors
California
$654K -$126K -1,907 -16%
WAG
628
Wallace Advisory Group
California
$652K +$655K +9,875 New
RCA
629
Roberts Capital Advisors
Colorado
$650K – – –
PCA
630
Pallas Capital Advisors
Massachusetts
$647K +$680K +10,252 New
CMTU
631
Capital Markets Trading (UK)
United Kingdom
$640K -$541K -8,149 -46%
GAM
632
Gotham Asset Management
New York
$632K +$119K +1,789 +23%
P
633
&Partners
Tennessee
$625K +$628K +9,462 New
BCM
634
Brookstone Capital Management
Illinois
$624K +$132K +1,986 +26%
KNW
635
Kesler Norman & Wride
Utah
$618K -$23.2K -350 -4%
SVWAG
636
Sound View Wealth Advisors Group
Georgia
$616K +$8.69K +131 +1%
GDP
637
Great Diamond Partners
Maine
$615K +$52.9K +798 +9%
MWA
638
Moser Wealth Advisors
Washington
$614K +$44.4K +670 +8%
CIM
639
Confluence Investment Management
Missouri
$612K +$13.7K +207 +2%
CAI
640
Capital Advisors Inc
Oklahoma
$611K +$73K +1,100 +14%
PPP
641
Private Portfolio Partners
New Jersey
$610K +$97.8K +1,475 +19%
BIM
642
Baldwin Investment Management
Pennsylvania
$608K -$929 -14 -0.2%
ZIG
643
Zullo Investment Group
Pennsylvania
$608K -$37.5K -565 -6%
LSPW
644
Lake Street Private Wealth
Illinois
$599K -$39.8K -600 -6%
RVPG
645
Relative Value Partners Group
$599K +$602K +9,075 New
GAM
646
Grandview Asset Management
Pennsylvania
$593K -$106K -1,605 -15%
LIA
647
LBMC Investment Advisors
Tennessee
$591K +$594K +8,950 New
VT
648
Vise Technologies
New York
$590K +$224K +3,372 +61%
AIM
649
Arcadia Investment Management
Michigan
$589K – – –
IA
650
IFP Advisors
Florida
$582K -$555K -8,372 -49%
24 25
26
27 28