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Name Holding Trade Value Shares
Change 		Change in
Stake
LGA
2401
Lebenthal Global Advisors
New York
$831K +$103K +474 +14%
PCM
2402
Pointe Capital Management
Michigan
$830K +$39.6K +183 +5%
MJP
2403
Michael J. Puzo
$829K -$37.8K -175 -4%
OPA
2404
Old Port Advisors
Maine
$829K +$19.9K +92 +3%
BO
2405
BRR OpCo
Ohio
$829K +$24.4K +113 +3%
EFG
2406
Everhart Financial Group
Ohio
$828K +$205K +947 +34%
MFS
2407
Mirabella Financial Services
United Kingdom
$827K +$806K +3,728 New
DWM
2408
Dorchester Wealth Management
Quebec, Canada
$823K -$72.5K -335 -10%
IIM
2409
Ironwood Investment Management
Massachusetts
$823K -$61.9K -286 -7%
TCOT
2410
Trust Company of Toledo
Ohio
$823K – – –
FW
2411
FirstPurpose Wealth
Utah
$823K +$160K +738 +25%
SGCA
2412
Steel Grove Capital Advisors
Tennessee
$822K +$67.9K +314 +9%
BFIM
2413
Beese Fulmer Investment Management
Ohio
$821K -$141K -650 -15%
AIL
2414
AGF Investments LLC
Ontario, Canada
$821K +$4.11K +19 +0.5%
BCM
2415
Brown Capital Management
Maryland
$820K – – –
SCP
2416
Sender Company & Partners
New York
$820K +$800K +3,698 New
WW
2417
Waterfront Wealth
Kansas
$817K – – –
AAM
2418
Alken Asset Management
United Kingdom
$817K +$789K +3,650 New
RVPG
2419
Relative Value Partners Group
$817K +$797K +3,684 New
NMG
2420
New Millennium Group
Utah
$814K +$794K +3,670 New
PGWM
2421
Parisi Gray Wealth Management
New Jersey
$813K -$34.4K -159 -4%
SLT
2422
St Louis Trust
Missouri
$812K – – –
JF
2423
JSF Financial
California
$811K +$4.33K +20 +0.5%
MA
2424
MJP Associates
Connecticut
$810K -$81.1K -375 -9%
EWA
2425
Encompass Wealth Advisors
Oregon
$810K +$335K +1,549 +74%
95 96
97
98 99