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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
801
Clearstead Advisors
Ohio
$287K +$20.4K +165 +9%
HB
802
Homrich & Berg
Georgia
$287K +$252K +2,038 New
VC
803
Vicus Capital
Pennsylvania
$285K +$250K +2,024 New
CPP
804
Crow Point Partners
Massachusetts
$285K +$250K +2,027 New
CCM
805
Coldstream Capital Management
Washington
$284K -$40.7K -330 -14%
DI
806
DUMAC Inc
North Carolina
$284K – – –
FBFS
807
First Business Financial Services
Wisconsin
$282K -$247K -2,000 -50%
GRP
808
Global Retirement Partners
California
$281K +$41.5K +336 +20%
OIA
809
OneDigital Investment Advisors
Kansas
$277K +$242K +1,963 New
DI
810
Diligent Investors
California
$269K +$235K +1,907 New
PBT
811
Pictet Bank & Trust
Bahamas
$266K -$60.3K -488 -21%
CAM
812
Cypress Asset Management
Texas
$264K +$232K +1,875 New
PWAP
813
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$262K – – –
MFW
814
Mosaic Family Wealth
Missouri
$261K +$6.42K +52 +3%
WAS
815
WESPAC Advisors SoCal
California
$260K – – –
CBT
816
Capital Bank & Trust
California
$259K +$227K +1,837 New
ANB
817
Amarillo National Bank
Texas
$258K +$226K +1,830 New
CCM
818
Covington Capital Management
California
$256K +$224K +1,815 New
NFC
819
Northeast Financial Consultants
Connecticut
$254K +$222K +1,800 New
TI
820
Trexquant Investment
Connecticut
$254K +$222K +1,800 New
RCAG
821
Rehmann Capital Advisory Group
Michigan
$253K +$222K +1,796 New
JFA
822
Johanson Financial Advisors
California
$253K +$223K +1,805 New
SFA
823
Sequoia Financial Advisors
Ohio
$252K +$221K +1,787 New
SC
824
Savant Capital
Illinois
$247K +$216K +1,751 New
NB
825
Nicolet Bankshares
Wisconsin
$246K +$216K +1,749 New
31 32
33
34 35