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Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
701
Optimum Investment Advisors
Illinois
$292K -$9.88K -297 -3%
CA
702
Calton & Associates
Florida
$292K +$278K +8,350 New
WCA
703
Westover Capital Advisors
Delaware
$291K +$278K +8,345 New
SIC
704
Sigma Investment Counselors
Michigan
$291K +$23.4K +704 +9%
EP
705
Eudaimonia Partners
Tennessee
$291K +$38.7K +1,163 +16%
BWM
706
BigSur Wealth Management
Florida
$290K – – –
SFP
707
Sandbox Financial Partners
Maryland
$290K -$28.3K -850 -9%
BFEC
708
Benjamin F. Edwards & Company
Missouri
$290K -$137K -4,104 -33%
SGCA
709
Steel Grove Capital Advisors
Tennessee
$289K – – –
NL
710
NWAM LLC
Washington
$289K -$26.1K -785 -9%
NAS
711
Nicolet Advisory Services
Wisconsin
$287K +$41.5K +1,248 +18%
ISL
712
Ingalls & Snyder LLC
New York
$287K – – –
TWM
713
Tradition Wealth Management
Minnesota
$286K -$14.6K -440 -5%
WA
714
WealthTrust Axiom
Pennsylvania
$286K +$6.86K +206 +3%
SFG
715
StrategIQ Financial Group
Indiana
$285K +$8.72K +262 +3%
CT
716
Cambridge Trust
Massachusetts
$284K -$33.3K -1,001 -11%
SP
717
Successful Portfolios
Florida
$284K – – –
CIA
718
Capital Investment Advisors
Georgia
$284K +$270K +8,119 New
IP
719
Intellectus Partners
California
$283K +$270K +8,100 New
FFP
720
FourThought Financial Partners
Florida
$282K +$268K +8,063 New
CCM
721
Cohen Capital Management
California
$282K – – –
TA
722
TruWealth Advisors
Louisiana
$282K +$7.25K +218 +3%
PSP
723
Principal Street Partners
Tennessee
$280K +$732 +22 +0.3%
WWM
724
Windsor Wealth Management
Indiana
$280K – – –
SFG
725
Summit Financial Group
West Virginia
$279K – – –
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