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Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
826
Proficio Capital Partners
Massachusetts
$313K -$5.19K -2 -2%
RAM
827
Riggs Asset Management
Pennsylvania
$310K – – –
PL
828
Perpetual Ltd
Australia
$310K +$311K +120 New
DWA
829
Delap Wealth Advisory
Oregon
$308K -$13K -5 -4%
LNB
830
Ledyard National Bank
$308K – – –
SMG
831
Smart Money Group
Texas
$308K +$90.8K +35 +42%
DGAM
832
Desjardins Global Asset Management
Quebec, Canada
$308K -$15.6K -6 -5%
ETIA
833
Epic Trust Investment Advisors
Washington
$305K +$41.5K +16 +16%
VFA
834
Valeo Financial Advisors
Indiana
$305K +$85.6K +33 +39%
SWM
835
SeaCrest Wealth Management
New York
$303K -$1.3M -500 -81%
RCAG
836
Rehmann Capital Advisory Group
Michigan
$303K +$13K +5 +4%
SP
837
Successful Portfolios
Florida
$301K – – –
PCOC
838
Power Corp of Canada
Canada
$300K – – –
NCM
839
Novare Capital Management
North Carolina
$297K +$13K +5 +5%
GSCM
840
Greenfield Seitz Capital Management
Texas
$297K +$298K +115 New
PTC
841
Philadelphia Trust Company
Pennsylvania
$297K – – –
FWTB
842
First Western Trust Bank
Colorado
$295K – – –
FFN
843
Focus Financial Network
Minnesota
$295K – – –
FOFP
844
Fee-Only Financial Planning
South Carolina
$292K – – –
SRAM
845
Spouting Rock Asset Management
Pennsylvania
$292K -$25.9K -10 -8%
TF
846
Tompkins Financial
New York
$287K -$117K -45 -29%
CFO
847
CVA Family Office
Colorado
$287K – – –
SWM
848
Spire Wealth Management
Virginia
$286K -$25.9K -10 -9%
CPW
849
Crestmont Private Wealth
Texas
$284K -$5.19K -2 -2%
SAG
850
SageView Advisory Group
California
$284K +$259K +100 New
32 33
34
35 36