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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1376
Successful Portfolios
Florida
$543K -$33.6K -121 -5%
BL
1377
Balentine LLC
Georgia
$543K +$277K +998 +75%
AB
1378
Atlas Brown
Kentucky
$543K +$648K +2,333 New
C
1379
Certuity
Florida
$541K -$25.3K -91 -4%
JSL
1380
JT Stratford LLC
Georgia
$541K -$833 -3 -0.1%
FBT
1381
First Bank & Trust
South Dakota
$539K -$179K -643 -22%
CRI
1382
Colonial River Investments
Virginia
$537K +$560K +2,018 New
AWE
1383
Avidian Wealth Enterprises
Texas
$536K +$555 +2 +0.1%
CCM
1384
Coldstream Capital Management
Washington
$536K +$139K +500 +28%
CRC
1385
Curi RMB Capital
Illinois
$531K -$113K -407 -15%
KFA
1386
Kelleher Financial Advisors
New York
$530K -$199K -715 -24%
TFO
1387
Tarbox Family Office
California
$524K +$13.9K +50 +2%
WIC
1388
Whitegate Investment Counselors
New Hampshire
$524K +$31.9K +115 +5%
BWP
1389
BSW Wealth Partners
Colorado
$523K +$21.4K +77 +4%
GAA
1390
Green Alpha Advisors
Colorado
$522K +$623K +2,244 New
KIA
1391
KCM Investment Advisors
California
$519K -$14.7K -53 -2%
SC
1392
Savant Capital
Illinois
$518K -$25.8K -93 -4%
RAM
1393
RWC Asset Management
United Kingdom
$516K -$55M -198,012 -99%
MFG
1394
Menard Financial Group
Texas
$515K -$83K -299 -12%
QSS
1395
Quantitative Systematic Strategies
Florida
$514K -$1.09M -3,934 -64%
NERM
1396
New England Research & Management
Illinois
$513K +$612K +2,205 New
CCFM
1397
Clear Creek Financial Management
Washington
$509K +$608K +2,189 New
IIC
1398
Ironwood Investment Counsel
Arizona
$508K +$41.6K +150 +7%
CP
1399
Covenant Partners
Tennessee
$507K -$33.3K -120 -5%
BFG
1400
Beacon Financial Group
Texas
$506K -$578K -2,082 -50%
54 55
56
57 58