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Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1801
Gerber Kawasaki Wealth & Investment Management
California
$321K +$17.2K +48 +6%
NCM
1802
Nelson Capital Management
California
$320K -$112K -313 -27%
MHIM
1803
MacNealy Hoover Investment Management
Ohio
$320K – – –
BDWM
1804
Brewin Dolphin Wealth Management
Ireland
$320K +$12.5K +35 +4%
DDC
1805
DF Dent & Co
Maryland
$318K -$16.8K -47 -5%
FUBT
1806
First United Bank & Trust
Maryland
$318K – – –
CIAS
1807
Capital Investment Advisory Services
North Carolina
$317K -$37.2K -104 -11%
RHFI
1808
Reilly Herbert Faulkner III
$315K – – –
CA
1809
Capital Advantage
California
$315K +$296K +828 New
ML
1810
McAdam LLC
Pennsylvania
$314K -$6.43K -18 -2%
SIM
1811
SSI Investment Management
California
$314K – – –
NFG
1812
NewFocus Financial Group
Washington
$313K +$294K +823 New
AA
1813
Alesco Advisors
New York
$310K -$328K -918 -53%
PCP
1814
Proficio Capital Partners
Massachusetts
$310K -$93.3K -261 -24%
CMP
1815
Courage Miller Partners
Virginia
$310K -$14.3K -40 -5%
DCM
1816
Dimension Capital Management
Florida
$310K – – –
JWM
1817
Jackson Wealth Management
Florida
$310K +$295K +826 New
FFG
1818
Fortem Financial Group
California
$306K +$17.9K +50 +7%
CA
1819
Crewe Advisors
Utah
$304K – – –
LC
1820
Loews Corp
New York
$304K – – –
PTB
1821
Pioneer Trust Bank
Oregon
$304K – – –
SWMG
1822
Signature Wealth Management Group
Georgia
$304K – – –
SFWC
1823
Strategic Family Wealth Counselors
New Jersey
$304K +$71.5K +200 +33%
CC
1824
Capital Counsel
New York
$304K +$286K +800 New
FSC
1825
Full Sail Capital
Oklahoma
$303K +$57.5K +161 +24%
71 72
73
74 75