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Name Holding Trade Value Shares
Change 		Change in
Stake
BRF
1076
B. Riley Financial
California
$249K -$3.39K -18 -1%
PP
1077
Patten & Patten
Tennessee
$248K +$13.2K +70 +5%
EWG
1078
Executive Wealth Group
Washington
$248K – – –
AFG
1079
Albion Financial Group
Utah
$244K -$52K -276 -17%
MCM
1080
MAI Capital Management
Ohio
$242K +$248K +1,317 New
PCMC
1081
Paragon Capital Management (Colorado)
Colorado
$239K – – –
BFG
1082
Beacon Financial Group
Texas
$239K +$245K +1,300 New
BCWM
1083
Blue Chip Wealth Management
Florida
$233K +$240K +1,272 New
WDL
1084
Well Done LLC
Michigan
$232K +$238K +1,265 New
CAM
1085
Close Asset Management
United Kingdom
$230K +$171K +908 +234%
UC
1086
Unio Capital
New Jersey
$229K – – –
CIA
1087
Capital Investment Advisors
Georgia
$227K -$36.2K -192 -13%
LCS
1088
Levin Capital Strategies
New York
$227K -$18.8K -100 -7%
MCM
1089
Mitchell Capital Management
Kansas
$227K +$233K +1,239 New
1SB
1090
1ST Source Bank
Indiana
$226K +$232K +1,230 New
VA
1091
Valmark Advisers
Ohio
$222K -$113K -599 -33%
RA
1092
RFG Advisory
Alabama
$221K -$19.8K -105 -8%
SLG
1093
Stanley-Laman Group
Pennsylvania
$221K -$2.26K -12 -1%
HFP
1094
Holistic Financial Partners
Indiana
$221K +$65.1K +346 +40%
RG
1095
Rikoon Group
New Mexico
$220K +$234K +1,243 New
GEA
1096
Glen Eagle Advisors
New Jersey
$220K +$122K +650 +119%
CC
1097
Claybrook Capital
Massachusetts
$219K +$14.1K +75 +7%
BWM
1098
Buckley Wealth Management
Nevada
$217K -$18.8K -100 -8%
SFSIG
1099
San Francisco Sentry Investment Group
California
$217K +$56.5K +300 +34%
TWM
1100
Titus Wealth Management
California
$217K +$223K +1,184 New
42 43
44
45 46