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Name Holding Trade Value Shares
Change 		Change in
Stake
FMLI
1126
Fukoku Mutual Life Insurance
Japan
$214K – – –
SWA
1127
Sutton Wealth Advisors
Florida
$212K -$4.33K -107 -2%
BI
1128
Ballast Inc
Kentucky
$211K +$204K +5,041 New
IFG
1129
Independent Financial Group
California
$210K +$203K +5,008 New
NPF
1130
Norris Perne & French
Michigan
$210K +$202K +4,991 New
BPM
1131
Bowling Portfolio Management
Ohio
$209K +$201K +4,976 New
KLCM
1132
KG&L Capital Management
Louisiana
$209K +$201K +4,979 New
OWA
1133
One Wealth Advisors
California
$207K -$117K -2,886 -37%
BWAM
1134
Boyd Watterson Asset Management
Ohio
$207K +$199K +4,915 New
CCM
1135
Coldstream Capital Management
Washington
$207K +$199K +4,916 New
GVAG
1136
Great Valley Advisor Group
Delaware
$207K +$200K +4,942 New
LC
1137
Lindbrook Capital
California
$206K -$18.6K -461 -9%
PPP
1138
Private Portfolio Partners
New Jersey
$206K +$198K +4,903 New
GDP
1139
Great Diamond Partners
Maine
$206K +$199K +4,913 New
BA
1140
Bristlecone Advisors
Washington
$205K -$1.45M -35,973 -88%
AIM
1141
Aspen Investment Management
Michigan
$205K +$198K +4,886 New
PPW
1142
Parcion Private Wealth
Washington
$204K -$97.1K -2,400 -33%
EP
1143
Eudaimonia Partners
Tennessee
$204K -$14.2K -351 -7%
LCS
1144
Levin Capital Strategies
New York
$203K +$195K +4,822 New
SWA
1145
Stratos Wealth Advisors
Ohio
$202K +$194K +4,804 New
TFF
1146
The Family Firm
Maryland
$202K +$194K +4,805 New
WPW
1147
Waldron Private Wealth
Pennsylvania
$201K +$194K +4,787 New
WTB
1148
Washington Trust Bank
Washington
$201K +$194K +4,790 New
JWCA
1149
J.W. Coons Advisors
Ohio
$201K +$195K +4,809 New
RCA
1150
Rowland Carmichael Advisors
Arizona
$200K +$193K +4,765 New
44 45
46
47 48