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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
551
Sheets Smith Wealth Management
North Carolina
$705K -$5.86K -3 -0.9%
EP
552
Eudaimonia Partners
Tennessee
$699K +$668K +342 New
CGL
553
Clarius Group LLC
Washington
$688K – – –
IRF
554
IBM Retirement Fund
New York
$685K -$48.9K -25 -7%
CIC
555
Crawford Investment Counsel
Georgia
$681K – – –
MGP
556
Metis Global Partners
California
$680K +$289K +148 +80%
MA
557
MKT Advisors
California
$675K – – –
CT
558
Caldwell Trust
Florida
$658K +$9.77K +5 +2%
AWM
559
Apollon Wealth Management
South Carolina
$658K -$84K -43 -12%
LWANC
560
Laurel Wealth Advisors (North Carolina)
North Carolina
$658K – – –
AWM
561
Avior Wealth Management
Nebraska
$654K – – –
CG
562
Caprock Group
Idaho
$654K +$141K +72 +29%
CCA
563
Checchi Capital Advisers
California
$644K -$99.7K -51 -14%
AA
564
AlphaMark Advisors
Kentucky
$642K +$44.9K +23 +8%
FPAS
565
Focus Partners Advisor Solutions
Missouri
$634K +$606K +310 New
RIA
566
Regal Investment Advisors
Michigan
$622K +$166K +85 +39%
MA
567
Mutual Advisors
Nebraska
$615K +$70.4K +36 +14%
TI
568
Truepoint Inc
Ohio
$613K – – –
IC
569
Intersect Capital
California
$611K +$291K +149 +99%
VCP
570
Verus Capital Partners
Arizona
$607K +$590K +302 New
AIA
571
Angeles Investment Advisors
California
$603K -$11.7K -6 -2%
S
572
SignatureFD
Georgia
$603K +$95.8K +49 +20%
IFWM
573
Institute for Wealth Management
Colorado
$594K +$567K +290 New
HIM
574
Hillsdale Investment Management
Ontario, Canada
$593K -$195K -100 -26%
CAM
575
Cozad Asset Management
Illinois
$591K -$70.4K -36 -11%
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