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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1401
Crestwood Capital Management
New York
$3.4M – – –
ADL
1402
Asset Dedication LLC
California
$3.4M +$220K +1,102 +7%
GRP
1403
Global Retirement Partners
California
$3.39M +$61.7K +309 +2%
AA
1404
Altman Advisors
Illinois
$3.38M +$58.7K +294 +2%
SAM
1405
Sandell Asset Management
New York
$3.38M – – –
KJHP
1406
K.J. Harrison & Partners
Ontario, Canada
$3.38M -$141K -708 -4%
NCM
1407
Northside Capital Management
Oregon
$3.36M -$470K -2,351 -12%
WCM
1408
Washburn Capital Management
Florida
$3.35M -$26.8K -134 -0.8%
1SB
1409
1ST Source Bank
Indiana
$3.35M +$8.39K +42 +0.3%
NFG
1410
Next Financial Group
Texas
$3.34M -$175K -875 -5%
CWA
1411
Clarity Wealth Advisors
California
$3.33M -$38.2K -191 -1%
SIM
1412
Stratos Investment Management
Ohio
$3.33M +$110K +552 +3%
OCM
1413
One Capital Management
California
$3.33M +$109K +544 +3%
FMT
1414
First Mercantile Trust
Tennessee
$3.32M +$150K +749 +5%
OPS
1415
Orion Portfolio Solutions
Nebraska
$3.32M +$1.93M +9,659 +139%
WDA
1416
Wendell David Associates
New Hampshire
$3.32M -$72.9K -365 -2%
CWG
1417
Cornerstone Wealth Group
North Carolina
$3.32M +$321K +1,605 +11%
NCGI
1418
Next Century Growth Investors
Minnesota
$3.31M -$439K -2,197 -12%
CFS
1419
CRA Financial Services
New Jersey
$3.28M +$799 +4 +0%
PAMG
1420
Patton Albertson Miller Group
Tennessee
$3.27M -$47.1K -236 -1%
ST
1421
Smithfield Trust
Pennsylvania
$3.27M +$119K +594 +4%
ECAM
1422
East Coast Asset Management
Massachusetts
$3.26M -$730K -3,653 -18%
SMG
1423
Spectrum Management Group
Indiana
$3.26M +$205K +1,028 +7%
PBCM
1424
Point Break Capital Management
Florida
$3.26M +$3.26M +16,300 New
NC
1425
Northcape Capital
Australia
$3.25M +$376K +1,883 +13%
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