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Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
1201
Clarius Group LLC
Washington
$551K -$19.6K -125 -4%
IVP
1202
Intrinsic Value Partners
Arizona
$550K -$23.5K -150 -5%
KCM
1203
Kornitzer Capital Management
Kansas
$550K +$3.45K +22 +0.7%
SXL
1204
Summit X LLC
Missouri
$550K +$145K +923 +42%
RIA
1205
Realta Investment Advisors
Delaware
$550K +$272K +1,735 +116%
FRA
1206
Frank Rimerman Advisors
California
$550K +$31.2K +199 +7%
ECG
1207
Edge Capital Group
Georgia
$549K +$60.3K +384 +14%
RC
1208
Roundview Capital
New Jersey
$548K +$59.5K +379 +14%
SMA
1209
Sage Mountain Advisors
Georgia
$546K +$190K +1,209 +65%
HWP
1210
Highline Wealth Partners
California
$542K +$7.38K +47 +2%
SIC
1211
Samalin Investment Counsel
New York
$541K -$3.3K -21 -0.7%
CG
1212
Clarus Group
Texas
$540K – – –
CIG
1213
Cullen Investment Group
Louisiana
$540K -$174K -1,109 -27%
SAG
1214
SageView Advisory Group
California
$539K +$144K +915 +43%
CFG
1215
Cooper Financial Group
California
$539K -$24K -153 -5%
SIM
1216
Sentry Investment Management
Wisconsin
$539K +$42.4K +270 +10%
ACM
1217
Allred Capital Management
Texas
$539K +$785 +5 +0.2%
SOS
1218
Silver Oak Securities
Tennessee
$537K +$478K +3,043 New
CCMINC
1219
Cardinal Capital Management Inc (North Carolina)
North Carolina
$537K – – –
RMDI
1220
R.M. Davis Inc
Maine
$536K +$4.39K +28 +0.9%
BTW
1221
Boston Trust Walden
Massachusetts
$536K -$31.4K -200 -6%
SWM
1222
Silverlake Wealth Management
Vermont
$534K -$15.4K -98 -3%
CCB
1223
Country Club Bank
Missouri
$533K -$978K -6,230 -67%
PP
1224
PDS Planning
Ohio
$533K +$31.1K +198 +7%
CAMG
1225
CWA Asset Management Group
Florida
$533K +$128K +815 +37%
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