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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1626
Harvest Fund Management
China
$2.59M -$268K -1,274 -9%
FDS
1627
Freedom Day Solutions
Texas
$2.58M +$5.05K +24 +0.2%
EBT
1628
Enterprise Bank & Trust
Massachusetts
$2.58M -$13.3K -63 -0.5%
FIM
1629
Freedom Investment Management
Connecticut
$2.57M -$491K -2,333 -16%
TC
1630
Tsai Capital
New York
$2.57M +$60.8K +289 +2%
EWM
1631
Evermay Wealth Management
Virginia
$2.57M -$27.4K -130 -1%
PPCM
1632
Pillar Pacific Capital Management
California
$2.56M +$91.6K +435 +4%
CWM
1633
Centric Wealth Management
Illinois
$2.55M +$12.6K +60 +0.5%
JFGLC
1634
Johnson Financial Group LLC (Colorado)
Colorado
$2.54M +$2.53M +12,000 New
HIP
1635
Harrell Investment Partners
Texas
$2.54M -$186K -885 -7%
KMWM
1636
Keudell/Morrison Wealth Management
Oregon
$2.54M +$1.89K +9 +0.1%
LHC
1637
Little House Capital
Massachusetts
$2.54M +$324K +1,539 +15%
EPC
1638
Emerson Point Capital
New York
$2.53M -$9.7M -46,064 -79%
CFMC
1639
Curbstone Financial Management Corp
New Hampshire
$2.52M +$8.42K +40 +0.3%
WIS
1640
Wright Investors Service
Connecticut
$2.51M -$1.86M -8,853 -43%
NFG
1641
Next Financial Group
Texas
$2.51M -$813K -3,861 -25%
PCS
1642
Personal CFO Solutions
New Jersey
$2.5M +$93.7K +445 +4%
SFP
1643
Sandbox Financial Partners
Maryland
$2.5M -$22.3K -106 -0.9%
RMAM
1644
Raab & Moskowitz Asset Management
New Jersey
$2.49M +$788K +3,743 +47%
GKFF
1645
George Kaiser Family Foundation
Oklahoma
$2.48M – – –
VLKIM
1646
Van Lanschot Kempen Investment Management
Netherlands
$2.48M -$445K -2,116 -15%
WWM
1647
Wolff Wiese Magana
California
$2.48M +$256K +1,216 +12%
MBT
1648
Montecito Bank & Trust
California
$2.48M -$156K -740 -6%
BFS
1649
Bard Financial Services
Connecticut
$2.47M – – –
MFW
1650
Meristem Family Wealth
Minnesota
$2.47M +$8.21K +39 +0.3%
64 65
66
67 68