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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1851
AlphaStar Capital Management
North Carolina
$263K -$111K -915 -29%
CAM
1852
Claret Asset Management
Quebec, Canada
$263K -$25.5K -210 -9%
NG
1853
Northstar Group
New York
$260K -$10.5K -87 -4%
NGA
1854
Naples Global Advisors
Florida
$259K -$3.03K -25 -1%
PP
1855
Palladium Partners
Virginia
$259K +$262K +2,162 New
PL
1856
Plancorp LLC
Missouri
$258K -$57.4K -474 -18%
SMH
1857
Sanders Morris Harris
Texas
$258K -$5.21K -43 -2%
FA
1858
Fortis Advisors
Pennsylvania
$258K +$18.5K +153 +8%
BWL
1859
Bogart Wealth LLC
Virginia
$255K +$49K +404 +24%
EWM
1860
Empirical Wealth Management
Washington
$254K -$30.3K -250 -11%
OWA
1861
One Wealth Advisors
California
$254K – – –
WCM
1862
Wedge Capital Management
North Carolina
$254K +$5.21K +43 +2%
IWA
1863
Inspirion Wealth Advisors
Illinois
$253K – – –
WWMSC
1864
Wagner Wealth Management (South Carolina)
South Carolina
$252K +$121 +1 +0%
AR
1865
Advisory Research
Illinois
$251K -$190K -1,566 -43%
SIM
1866
Sterling Investment Management
Arizona
$250K -$36.4K -300 -13%
DWM
1867
Doyle Wealth Management
Florida
$250K -$27.1K -224 -10%
AIP
1868
Almanack Investment Partners
Pennsylvania
$248K +$27.3K +225 +12%
BC
1869
Barnett & Company
Tennessee
$247K -$90.2K -744 -26%
CCM
1870
Cadence Capital Management
Massachusetts
$247K -$13.7K -113 -5%
EWF
1871
Epstein & White Financial
California
$246K +$16K +132 +7%
ATC
1872
Adirondack Trust Company
New York
$245K -$16.5K -136 -7%
SGA
1873
Strategic Global Advisors
California
$244K – – –
WC
1874
Weil Company
California
$244K +$12.1K +100 +5%
PFGIA
1875
Patriot Financial Group Insurance Agency
Massachusetts
$244K +$39K +322 +19%
73 74
75
76 77