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Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
901
Archford Capital Strategies
Illinois
$244K -$277 -4 -0.1%
ABLA
902
Alan B. Lancz & Associates
Ohio
$244K – – –
AIA
903
Alera Investment Advisors
Illinois
$243K +$230K +3,330 New
CCM
904
Causeway Capital Management
California
$243K -$63.5K -918 -22%
ACIM
905
Azimuth Capital Investment Management
Michigan
$243K – – –
HTHT
906
Hemenway Trust Hemenway Trust
New Hampshire
$239K -$16.7K -241 -7%
BWG
907
Berry Wealth Group
Texas
$239K +$226K +3,270 New
KMWM
908
Keudell/Morrison Wealth Management
Oregon
$238K -$103K -1,484 -31%
CAL
909
Capital Analysts LLC
Pennsylvania
$238K -$4.08K -59 -2%
BGAI
910
Bruce G. Allen Investments
Colorado
$236K +$53.2K +769 +31%
CW
911
Code Waechter
Florida
$236K +$223K +3,228 New
SN
912
Sittner & Nelson
Oregon
$236K +$415 +6 +0.2%
FFG
913
Frisch Financial Group
New York
$235K -$113K -1,629 -34%
MLL
914
Moody Lynn & Lieberson
Massachusetts
$234K +$221K +3,204 New
HNWAG
915
High Net Worth Advisory Group
Florida
$233K +$221K +3,194 New
FHA
916
Flagship Harbor Advisors
Massachusetts
$233K -$3.73K -54 -2%
BTWM
917
Baker Tilly Wealth Management
Wisconsin
$233K -$350K -5,059 -61%
AEPWM
918
Atlantic Edge Private Wealth Management
Florida
$233K +$30.8K +445 +16%
9WM
919
9258 Wealth Management
Ohio
$232K -$4.84K -70 -2%
HIC
920
Holderness Investments Company
North Carolina
$230K +$218K +3,148 New
KAM
921
Knightsbridge Asset Management
California
$230K +$217K +3,140 New
CFSG
922
Community Financial Services Group
Vermont
$229K +$217K +3,137 New
AHL
923
Abel Hall LLC
Louisiana
$229K +$217K +3,132 New
UCB
924
United Community Bank
South Carolina
$228K -$2.21K -32 -1%
NPT
925
Nixon Peabody Trust
Massachusetts
$228K +$216K +3,122 New
35 36
37
38 39