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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1376
Wealth Advisors
California
$544K +$190K +685 +41%
SP
1377
Successful Portfolios
Florida
$543K -$33.6K -121 -5%
BL
1378
Balentine LLC
Georgia
$543K +$277K +998 +75%
AB
1379
Atlas Brown
Kentucky
$543K +$648K +2,333 New
C
1380
Certuity
Florida
$541K -$25.3K -91 -4%
JSL
1381
JT Stratford LLC
Georgia
$541K -$833 -3 -0.1%
FBT
1382
First Bank & Trust
South Dakota
$539K -$179K -643 -22%
CRI
1383
Colonial River Investments
Virginia
$537K +$560K +2,018 New
AWE
1384
Avidian Wealth Enterprises
Texas
$536K +$555 +2 +0.1%
CCM
1385
Coldstream Capital Management
Washington
$536K +$139K +500 +28%
CRC
1386
Curi RMB Capital
Illinois
$531K -$113K -407 -15%
KFA
1387
Kelleher Financial Advisors
New York
$530K -$199K -715 -24%
TFO
1388
Tarbox Family Office
California
$524K +$13.9K +50 +2%
WIC
1389
Whitegate Investment Counselors
New Hampshire
$524K +$31.9K +115 +5%
BWP
1390
BSW Wealth Partners
Colorado
$523K +$21.4K +77 +4%
GAA
1391
Green Alpha Advisors
Colorado
$522K +$623K +2,244 New
KIA
1392
KCM Investment Advisors
California
$519K -$14.7K -53 -2%
SC
1393
Savant Capital
Illinois
$518K -$25.8K -93 -4%
RAM
1394
RWC Asset Management
United Kingdom
$516K -$55M -198,012 -99%
MFG
1395
Menard Financial Group
Texas
$515K -$83K -299 -12%
QSS
1396
Quantitative Systematic Strategies
Florida
$514K -$1.09M -3,934 -64%
NERM
1397
New England Research & Management
Illinois
$513K +$612K +2,205 New
CCFM
1398
Clear Creek Financial Management
Washington
$509K +$608K +2,189 New
IIC
1399
Ironwood Investment Counsel
Arizona
$508K +$41.6K +150 +7%
CP
1400
Covenant Partners
Tennessee
$507K -$33.3K -120 -5%
54 55
56
57 58