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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1101
Cabot Wealth Management
Massachusetts
$326K – – –
FCCM
1102
First City Capital Management
Georgia
$324K – – –
MIP
1103
Marietta Investment Partners
Wisconsin
$322K – – –
II
1104
Inspire Investing
Idaho
$322K +$25K +443 +9%
PGA
1105
Premia Global Advisors
Florida
$321K – – –
CAC
1106
Certified Advisory Corp
Florida
$321K +$249K +4,402 +428%
SWM
1107
SVA Wealth Management
Wisconsin
$320K +$46.1K +816 +15%
CWM
1108
Chesapeake Wealth Management
Virginia
$320K +$305K +5,392 New
ECM
1109
Evergreen Capital Management
Washington
$320K +$305K +5,401 New
PFS
1110
Prospera Financial Services
Texas
$319K +$7.18K +127 +2%
HB
1111
Homrich & Berg
Georgia
$319K +$27K +478 +10%
GFP
1112
Gryphon Financial Partners
Ohio
$316K -$735 -13 -0.2%
SCA
1113
Snowden Capital Advisors
New York
$316K +$8.59K +152 +3%
IIM
1114
Intact Investment Management
Quebec, Canada
$314K – – –
SFFS
1115
Stonehage Fleming Financial Services
Jersey
$314K – – –
PGIM
1116
Pacific Global Investment Management
California
$309K – – –
RMSCM
1117
R.M. Sincerbeaux Capital Management
New York
$308K – – –
STA
1118
Summit Trail Advisors
New York
$307K +$12.8K +226 +5%
NPF
1119
Norris Perne & French
Michigan
$306K -$28.3K -500 -9%
PM
1120
Penbrook Management
New York
$305K -$11.3K -200 -4%
DAM
1121
Diamant Asset Management
Connecticut
$305K – – –
DI
1122
Diligent Investors
California
$304K -$5.65K -100 -2%
FIM
1123
Frontier Investment Management
Texas
$304K -$2.36M -41,770 -89%
LDB
1124
Lee, Danner & Bass
Tennessee
$302K -$12.7K -225 -4%
TC
1125
Telemus Capital
Michigan
$302K -$3.79K -67 -1%
43 44
45
46 47