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Name Holding Trade Value Shares
Change 		Change in
Stake
VT
1651
Vise Technologies
New York
$887K +$80.4K +1,806 +8%
CASB
1652
Cape Ann Savings Bank
Massachusetts
$887K +$30.8K +692 +3%
GCM
1653
GoodHaven Capital Management
New Jersey
$886K -$71.3K -1,600 -6%
DFA
1654
Delta Financial Advisors
Louisiana
$885K +$35.4K +795 +4%
WP
1655
Wedgewood Partners
Missouri
$882K +$111K +2,500 +12%
QT
1656
Quantbot Technologies
New York
$880K +$1.03M +23,201 New
LFA
1657
Legacy Financial Advisors
Kentucky
$877K -$226K -5,065 -18%
IP
1658
Ignite Planners
California
$875K +$367K +8,242 +59%
BSA
1659
Bull Street Advisors
Georgia
$874K – – –
MA
1660
MYDA Advisors
New York
$873K +$1.02M +23,000 New
VNA
1661
Valley National Advisers
Pennsylvania
$871K +$13.4K +302 +1%
CNBTD
1662
Citizens National Bank Trust Department
Mississippi
$868K -$142K -3,182 -12%
PCMM
1663
Piedmont Capital Management (Montana)
Montana
$867K +$62.4K +1,401 +7%
FWM
1664
Focused Wealth Management
New York
$866K -$5.66K -127 -0.6%
LPT
1665
Legacy Private Trust
Wisconsin
$864K -$333K -7,482 -25%
LIM
1666
Loudon Investment Management
New Hampshire
$863K +$130K +2,925 +15%
ER
1667
Enlightenment Research
Florida
$862K +$1.01M +22,697 New
AW
1668
ACG Wealth
Georgia
$860K -$81.1K -1,822 -7%
WI
1669
Wedgewood Investors
Pennsylvania
$859K -$17.8K -400 -2%
RIA
1670
Richwood Investment Advisors
Ohio
$858K -$29.8K -670 -3%
WC
1671
Whitney & Co
New York
$857K -$80K -1,796 -7%
BOC
1672
Barbara Oil Co
Illinois
$854K – – –
VFPI
1673
Vantage Financial Partners (Illinois)
Illinois
$851K -$109K -2,450 -10%
WQ
1674
Wealth Quarterback
New Jersey
$851K +$431K +9,677 +76%
TCM
1675
Triumph Capital Management
Colorado
$851K +$565K +12,694 +131%
65 66
67
68 69