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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1501
Novare Capital Management
North Carolina
$259K -$5.59K -24 -2%
KS
1502
Karpas Strategies
Connecticut
$259K – – –
KC
1503
Kingfisher Capital
North Carolina
$257K +$236K +1,012 New
TFO
1504
Tarbox Family Office
California
$256K +$4.66K +20 +2%
BWFA
1505
Baltimore-Washington Financial Advisors
Maryland
$256K +$235K +1,009 New
CCM
1506
Chilton Capital Management
Texas
$254K -$72.3K -310 -24%
PA
1507
Probity Advisors
Texas
$254K -$9.09K -39 -4%
CFN
1508
Cordasco Financial Network
Florida
$254K – – –
IWA
1509
Intercontinental Wealth Advisors
Texas
$254K +$233K +1,000 New
MC
1510
Marcus Capital
Illinois
$254K +$233K +1,000 New
WAM
1511
Winslow Asset Management
Ohio
$254K +$233K +1,000 New
MFS
1512
Madrona Financial Services
Washington
$253K +$232K +995 New
MCIA
1513
Mountain Capital Investment Advisors
Colorado
$252K – – –
HCM
1514
Hollencrest Capital Management
California
$249K -$1.63M -6,998 -88%
TCM
1515
Towercrest Capital Management
Pennsylvania
$245K +$225K +964 New
AWM
1516
AllSquare Wealth Management
New York
$243K +$223K +956 New
MCM
1517
Mitchell Capital Management
Kansas
$241K +$221K +948 New
RW
1518
REDW Wealth
New Mexico
$240K +$220K +944 New
BC
1519
Banced Corp
Illinois
$240K +$220K +945 New
VCM
1520
Vigilant Capital Management
Maine
$239K +$46.6K +200 +27%
BTNA
1521
Bremer Trust National Association
Minnesota
$239K +$219K +940 New
MCM
1522
MV Capital Management
Maryland
$238K -$7.69K -33 -3%
FA
1523
FCG Advisors
New Jersey
$237K -$50.8K -218 -19%
SIAS
1524
Shine Investment Advisory Services
Colorado
$235K -$5.36K -23 -2%
TWMP
1525
Taylor Wealth Management Partners
Massachusetts
$233K – – –
59 60
61
62 63