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Name Holding Trade Value Shares
Change 		Change in
Stake
EPP
1951
ETF Portfolio Partners
Kansas
$238K – – –
OLA
1952
Oliver Luxxe Assets
New Jersey
$236K -$12.6K -256 -5%
CCA
1953
Conestoga Capital Advisors
Pennsylvania
$236K – – –
HCM
1954
Harvest Capital Management
New Hampshire
$236K – – –
WAM
1955
Winslow Asset Management
Ohio
$236K – – –
MIH
1956
Meitav Investment House
Israel
$236K +$219K +4,450 New
CWM
1957
Connecticut Wealth Management
Connecticut
$233K -$49.7K -1,011 -19%
PGA
1958
Portland Global Advisors
Maine
$233K – – –
SGS
1959
Sterling Global Strategies
California
$233K – – –
BA
1960
Ballew Advisors
Mississippi
$233K +$217K +4,407 New
RIS
1961
Retirement Income Solutions
Michigan
$232K +$216K +4,386 New
NG
1962
NatWest Group
United Kingdom
$231K -$196K -3,990 -48%
LCM
1963
Leisure Capital Management
California
$230K -$31.1K -632 -13%
RTS
1964
Round Table Services
New Jersey
$230K -$27.3K -555 -11%
LFS
1965
Legacy Financial Strategies
Kansas
$230K +$214K +4,342 New
BCM
1966
Breiter Capital Management
Florida
$228K +$212K +4,310 New
RP
1967
Rice Partnership
Hawaii
$224K +$208K +4,230 New
IA
1968
Independence Advisors
Pennsylvania
$222K -$3.64K -74 -2%
BIG
1969
Bellwether Investment Group
Tennessee
$222K +$13.5K +274 +7%
DDPIC
1970
Deroy & Devereaux Private Investment Counsel
Michigan
$221K – – –
MHIC
1971
Marble Harbor Investment Counsel
Massachusetts
$219K -$96.5K -1,962 -32%
FDCC
1972
Foster Dykema Cabot & Co
Massachusetts
$219K – – –
FA
1973
Financial Advantage
Maryland
$219K +$19.3K +393 +10%
ACP
1974
Aviance Capital Partners
Florida
$217K -$17.6K -357 -8%
RW
1975
REDW Wealth
New Mexico
$216K -$54.1K -1,100 -21%
77 78
79
80 81