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Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
1301
Greatmark Investment Partners
Georgia
$594K – – –
DI
1302
DFPG Investments
Utah
$594K +$49K +232 +9%
MPI
1303
Mairs & Power Inc
Minnesota
$593K -$123K -581 -16%
TFA
1304
Toth Financial Advisory
Virginia
$593K +$2.54K +12 +0.4%
ISWM
1305
Independent Solutions Wealth Management
New York
$592K +$39.1K +185 +7%
DSC
1306
Duncker Streett & Co
Missouri
$592K -$182K -863 -23%
TCM
1307
Tufton Capital Management
Maryland
$592K +$32.5K +154 +6%
BWM
1308
BerganKDV Wealth Management
Minnesota
$589K -$200K -945 -24%
RCA
1309
Resonant Capital Advisors
Wisconsin
$588K +$28.7K +136 +5%
HPC
1310
HM Payson & Co
Maine
$587K -$10.6K -50 -2%
BWA
1311
Bordeaux Wealth Advisors
California
$587K -$3.59K -17 -0.6%
CFMC
1312
Curbstone Financial Management Corp
New Hampshire
$587K – – –
MHWM
1313
Montz Harcus Wealth Management
Louisiana
$587K +$616K +2,915 New
VWM
1314
Venturi Wealth Management
Texas
$586K +$65.9K +312 +12%
GC
1315
GFG Capital
Florida
$586K +$95.7K +453 +18%
HKIM
1316
Hayek Kallen Investment Management
Alabama
$586K +$615K +2,909 New
CL
1317
Choreo LLC
Illinois
$584K -$275K -1,300 -31%
VA
1318
Valmark Advisers
Ohio
$581K +$21.8K +103 +4%
VHAM
1319
Van Hulzen Asset Management
California
$579K -$66.6K -315 -10%
CA
1320
Carson Advisory
Georgia
$578K +$606K +2,870 New
TWM
1321
Titus Wealth Management
California
$575K -$52.6K -249 -8%
CCG
1322
Chatham Capital Group
Georgia
$574K -$38K -180 -6%
FBC
1323
Fairfield, Bush & Co
Connecticut
$573K -$164K -775 -21%
TCOO
1324
Trust Company of Oklahoma
Oklahoma
$573K -$208K -986 -26%
FF
1325
FourThought Financial
Florida
$570K -$319K -1,512 -35%
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