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Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1501
Evanson Asset Management
California
$228K +$17.3K +83 +8%
PMG
1502
ProVise Management Group
Florida
$228K +$245K +1,172 New
ST
1503
Sentinel Trust
Texas
$228K +$245K +1,173 New
C
1504
Certuity
Florida
$227K +$244K +1,168 New
FHB
1505
First Hawaiian Bank
Hawaii
$225K +$417 +2 +0.2%
SWM
1506
Sculati Wealth Management
Michigan
$225K +$1.04K +5 +0.4%
CA
1507
Capital Advantage
California
$225K +$224K +1,075 New
PFG
1508
PAX Financial Group
Texas
$225K +$230K +1,101 New
PAS
1509
Partnervest Advisory Services
California
$224K +$4.8K +23 +2%
WLPWM
1510
Walled Lake Planning & Wealth Management
Illinois
$223K – – –
VWA
1511
Visionary Wealth Advisors
Illinois
$223K +$12.7K +61 +6%
UR
1512
USCA RIA
Texas
$223K +$239K +1,146 New
GWM
1513
Greenwich Wealth Management
Connecticut
$223K +$239K +1,147 New
HPC
1514
HM Payson & Co
Maine
$222K -$35.3K -169 -13%
WWM
1515
Windsor Wealth Management
Indiana
$222K -$5.22K -25 -2%
NIT
1516
NumerixS Investment Technologies
British Columbia, Canada
$222K +$238K +1,142 New
PWM
1517
PBMares Wealth Management
Virginia
$221K -$209K -1,000 -47%
RPC
1518
Rossmore Private Capital
Connecticut
$221K +$237K +1,134 New
DIM
1519
Delta Investment Management
California
$220K +$5.43K +26 +2%
WCM
1520
WealthBridge Capital Management
Ohio
$220K +$26.9K +129 +13%
MFG
1521
Merit Financial Group
Georgia
$220K +$31.5K +151 +15%
FCM
1522
Fortis Capital Management
Washington
$219K -$1.26M -6,034 -84%
HFA
1523
Hoover Financial Advisors
Pennsylvania
$218K +$6.68K +32 +3%
OSNBOA
1524
Old Second National Bank of Aurora
Illinois
$217K -$15.7K -75 -6%
PIM
1525
Penobscot Investment Management
Massachusetts
$216K – – –
59 60
61
62 63