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Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
2051
Thompson Investment Management
Wisconsin
$2.9M – – –
PFM
2052
Peak Financial Management
Massachusetts
$2.89M +$2.08K +40 +0.1%
EHWM
2053
Eads & Heald Wealth Management
Georgia
$2.88M -$233K -4,472 -8%
PIM
2054
Platinum Investment Management
Australia
$2.87M – – –
LC
2055
LCNB Corp
Ohio
$2.85M -$72.9K -1,400 -3%
EA
2056
Elm Advisors
California
$2.85M -$44K -844 -2%
IFA
2057
Interactive Financial Advisors
Illinois
$2.83M +$2.11M +40,608 +424%
PFO
2058
Pathstone Family Office
New Jersey
$2.83M +$683K +13,116 +35%
OWP
2059
Obermeyer Wealth Partners
Colorado
$2.83M +$131K +2,524 +5%
PIM
2060
Parker Investment Management
California
$2.83M +$12.5K +240 +0.5%
BCA
2061
Berman Capital Advisors
Georgia
$2.82M -$72.7K -1,396 -3%
GEA
2062
Glen Eagle Advisors
New Jersey
$2.82M +$70.2K +1,348 +3%
NWM
2063
Northwest Wealth Management
Iowa
$2.81M +$181K +3,468 +7%
BFG
2064
Barber Financial Group
Kansas
$2.81M +$44K +844 +2%
PFA
2065
Pinnacle Family Advisors
Missouri
$2.8M +$62.9K +1,208 +2%
FFA
2066
Fragasso Financial Advisors
Pennsylvania
$2.8M -$19.4K -372 -0.6%
GAMC
2067
Garner Asset Management Corp
Texas
$2.8M -$171K -3,292 -6%
BCP
2068
Blackhawk Capital Partners
Wisconsin
$2.79M -$882K -16,940 -26%
CCM
2069
Cox Capital Management
Massachusetts
$2.78M +$19.8K +380 +0.8%
MCM
2070
MV Capital Management
Maryland
$2.76M -$1.88K -36 -0.1%
BCM
2071
Baltimore Capital Management
Maryland
$2.76M -$83.3K -1,600 -3%
IIM
2072
Intact Investment Management
Quebec, Canada
$2.75M -$646K -12,400 -20%
AAM
2073
American Asset Management
Florida
$2.75M +$88.5K +1,700 +4%
WA
2074
WealthTrust-Arizona
Arizona
$2.75M +$223K +4,288 +10%
TSWM
2075
Triangle Securities Wealth Management
North Carolina
$2.75M -$149K -2,864 -6%
81 82
83
84 85