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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2676
Stellar Capital Management
Arizona
$772K – – –
SFM
2677
Systematic Financial Management
New Jersey
$772K – – –
WANY
2678
Wealthspire Advisors (New York)
New York
$769K +$757K +15,532 New
MCM
2679
Mainstay Capital Management
Michigan
$764K +$70.4K +1,444 +10%
DWA
2680
Dougherty Wealth Advisers
Minnesota
$763K +$68.2K +1,400 +10%
MAP
2681
Milestone Advisory Partners
North Carolina
$759K +$6.24K +128 +0.8%
CIC
2682
Cutler Investment Counsel
Oregon
$758K +$195 +4 +0%
MWC
2683
MBM Wealth Consultants
Missouri
$758K +$22.2K +456 +3%
BA
2684
Bennicas & Associates
California
$757K -$156K -3,200 -17%
SCA
2685
Sippican Capital Advisors
Massachusetts
$754K -$26.1K -536 -3%
FSA
2686
Financial Sense Advisors
California
$753K +$50.9K +1,044 +7%
MS
2687
Marshall & Sullivan
Washington
$753K +$155K +3,180 +26%
SRC
2688
Stone Run Capital
New York
$750K – – –
HIIFS
2689
Harel Insurance Investments & Financial Services
Israel
$746K -$19M -389,732 -96%
SMM
2690
Stadion Money Management
Georgia
$745K -$124K -2,544 -14%
RWA
2691
Redhawk Wealth Advisors
Minnesota
$742K +$390 +8 +0.1%
LFS
2692
Legacy Financial Strategies
Kansas
$741K -$13.4K -276 -2%
LIA
2693
LBMC Investment Advisors
Tennessee
$736K +$17K +348 +2%
WMC
2694
Westwood Management Corporation
Illinois
$732K +$721K +14,800 New
IAMOG
2695
Investors Asset Management of Georgia
Georgia
$729K -$19.5K -400 -3%
HIM
2696
Hanlon Investment Management
New Jersey
$728K +$137K +2,808 +24%
BDF
2697
Black Diamond Financial
Maryland
$726K -$73.3K -1,504 -9%
SHWM
2698
Smith & Howard Wealth Management
Georgia
$725K -$233K -4,776 -25%
WRM
2699
Weybosset Research & Management
Rhode Island
$723K -$39K -800 -5%
DCM
2700
Driehaus Capital Management
Illinois
$722K -$59.8K -1,228 -8%
106 107
108
109 110