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Name Holding Trade Value Shares
Change 		Change in
Stake
MF
2601
Montis Financial
Massachusetts
$253K +$273K +4,595 New
DCM
2602
Dimension Capital Management
Florida
$252K – – –
BWFA
2603
Baltimore-Washington Financial Advisors
Maryland
$251K -$2.73K -46 -1%
EGWAG
2604
Elwood & Goetz Wealth Advisory Group
Georgia
$251K – – –
HCMNY
2605
Howard Capital Management (New York)
New York
$251K +$21K +354 +9%
CTI
2606
Community Trust & Investment
Kentucky
$251K +$254K +4,271 New
QWM
2607
Quaker Wealth Management
New Jersey
$250K +$3.8K +64 +2%
RWM
2608
Reston Wealth Management
Virginia
$250K +$253K +4,254 New
AFA
2609
Atlanta Financial Associates
Georgia
$249K -$27.6K -464 -10%
SAM
2610
Shikiar Asset Management
New York
$247K -$46.9K -790 -16%
IAP
2611
Indie Asset Partners
Indiana
$247K -$23.8K -401 -9%
DMC
2612
Drexel Morgan & Co
Pennsylvania
$247K – – –
IP
2613
Isthmus Partners
Wisconsin
$247K – – –
HCM
2614
Huber Capital Management
California
$247K +$35.6K +600 +17%
AMCA
2615
Arthur M. Cohen & Associates
Illinois
$246K -$95K -1,600 -28%
PWM
2616
Peterson Wealth Management
Nevada
$246K -$34.9K -588 -12%
PP
2617
PrairieView Partners
Minnesota
$246K – – –
TIM
2618
Thompson Investment Management
Wisconsin
$246K +$23.8K +400 +11%
CA
2619
Centerpoint Advisors
Massachusetts
$245K -$462K -7,779 -65%
PPCM
2620
Pillar Pacific Capital Management
California
$245K +$1.66K +28 +0.7%
MWM
2621
MinichMacGregor Wealth Management
New York
$245K +$28.7K +484 +13%
TF
2622
TRH Financial
Iowa
$243K -$20.4K -343 -8%
FI
2623
Fosun International
China
$243K – – –
LIM
2624
Loudon Investment Management
New Hampshire
$243K – – –
QCM
2625
Quantinno Capital Management
New York
$243K – – –
103 104
105
106 107