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Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
1826
Cascadia Advisory Services
Oregon
$911K -$648K -11,714 -41%
WCM
1827
Weik Capital Management
Pennsylvania
$911K +$84.1K +1,520 +10%
WTFG
1828
Wells Trecaso Financial Group
Ohio
$908K +$11.7K +211 +1%
JSC
1829
Jackson Square Capital
California
$907K -$304K -5,496 -25%
TWP
1830
Tempus Wealth Planning
California
$905K +$11.1K +200 +1%
HT
1831
Heritage Trust
Oklahoma
$904K +$32.9K +595 +4%
SAM
1832
Security Asset Management
New York
$904K +$41.6K +752 +5%
PSB
1833
Piscataqua Savings Bank
New Hampshire
$902K -$13.9K -252 -1%
MIP
1834
Marietta Investment Partners
Wisconsin
$902K – – –
GCMG
1835
Gyroscope Capital Management Group
Florida
$900K +$32.6K +590 +4%
WA
1836
Wealth Advisors
California
$898K – – –
BCFD
1837
Boit C.F. David
$897K – – –
S
1838
SimplyRich
California
$897K +$6.2K +112 +0.7%
SWM
1839
Selective Wealth Management
Virginia
$894K +$12.6K +228 +1%
HWM
1840
Hohimer Wealth Management
Washington
$893K -$30.7K -555 -3%
PL
1841
Plancorp LLC
Missouri
$892K +$9.18K +166 +1%
SIA
1842
SkyView Investment Advisors
New Jersey
$892K +$636K +11,491 +229%
CPA
1843
Clear Perspective Advisors
Illinois
$891K -$40.8K -737 -4%
OA
1844
Oxbow Advisors
Texas
$891K – – –
EAMA
1845
EFG Asset Management (Americas)
Florida
$887K +$45.7K +826 +5%
FBC
1846
Fairfield, Bush & Co
Connecticut
$885K -$237K -4,279 -21%
TFA
1847
Teamwork Financial Advisors
Texas
$884K -$95.6K -1,728 -10%
BFA
1848
Beaumont Financial Advisors
Massachusetts
$879K -$4.09K -74 -0.5%
KBG
1849
Kahn Brothers Group
New York
$878K +$11.1K +200 +1%
WA
1850
Waddell & Associates
Tennessee
$878K +$61K +1,102 +7%
72 73
74
75 76