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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2201
Meridiem Investment Management
United Kingdom
$31K – – –
OBWP
2202
O'Brien Wealth Partners
Massachusetts
$31K +$28.2K +120 New
MRG
2203
Milestone Resources Group
British Virgin Islands
$30K – – –
CCC
2204
Crescent Capital Consulting
Louisiana
$28K -$35.3K -150 -58%
UOTTAIMCU
2205
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$27K +$24.7K +105 New
DI
2206
Disciplined Investments
Oklahoma
$23K – – –
TAM
2207
Tucker Asset Management
Colorado
$22.3K – – –
PCFFS
2208
Pacific Center for Financial Services
California
$20K – – –
KMWM
2209
Keudell/Morrison Wealth Management
Oregon
$20K +$18.4K +78 New
FMTCOCP
2210
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$19K – – –
NSB
2211
Norway Savings Bank
Maine
$19K – – –
ACA
2212
Atlas Capital Advisors
Wyoming
$18.6K – – –
APC
2213
Aspire Private Capital
North Carolina
$17K +$8.47K +36 +120%
GLLW
2214
Graves Light Lenhart Wealth
Virginia
$16K – – –
VCM
2215
Vigilant Capital Management
Maine
$16K – – –
ACM
2216
Antonetti Capital Management
Florida
$16K +$14.1K +60 New
RTL
2217
Red Tortoise LLC
Georgia
$16K +$43.8K +186 New
ARIS
2218
Advanced Research Investment Solutions
California
$15.5K – – –
GTAM
2219
Global Trust Asset Management
Florida
$14K – – –
LCM
2220
Logan Capital Management
Pennsylvania
$13K +$3.53K +15 +42%
COCM
2221
Charter Oak Capital Management
New Hampshire
$12K – – –
RIA
2222
RPG Investment Advisory
California
$12K – – –
WOC
2223
West Oak Capital
California
$12K – – –
WIM
2224
Westside Investment Management
California
$9.86K -$27.5K -117 -5%
AWMS
2225
Advocacy Wealth Management Services
Georgia
$9K – – –
87 88
89
90 91