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Name Holding Trade Value Shares
Change 		Change in
Stake
BDWM
1326
Brewin Dolphin Wealth Management
Ireland
$224K – – –
GCC
1327
Guardian Capital (Canada)
Ontario, Canada
$223K +$243K +3,575 New
OWA
1328
Outlook Wealth Advisors
Texas
$222K +$242K +3,560 New
AWM
1329
Affinity Wealth Management
Delaware
$222K +$242K +3,562 New
FHC
1330
First Heartland Consultants
Missouri
$221K -$17.6K -259 -7%
SFWA
1331
Summit Financial Wealth Advisors
Louisiana
$221K -$2.18K -32 -0.9%
CA
1332
Capital Advantage
California
$220K -$20.2K -297 -8%
ANB
1333
Amarillo National Bank
Texas
$220K – – –
CPA
1334
Court Place Advisors
Maryland
$220K +$204 +3 +0.1%
PMFA
1335
Plante Moran Financial Advisors
Michigan
$219K -$62K -911 -21%
RFM
1336
Royal Fund Management
Florida
$219K -$19.2K -282 -7%
IFAM
1337
Institutional & Family Asset Management
Colorado
$219K -$748 -11 -0.3%
RAM
1338
Roanoke Asset Management
New Jersey
$219K – – –
SDWIA
1339
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$219K +$240K +3,520 New
SWA
1340
SFMG Wealth Advisors
Texas
$217K +$15.3K +225 +7%
MCM
1341
Maple Capital Management
Vermont
$216K -$10.2K -150 -4%
CICI
1342
Capital Investment Counsel Inc
North Carolina
$216K +$26.7K +392 +13%
BPA
1343
Beacon Pointe Advisors
California
$216K +$235K +3,451 New
CC
1344
Cedar Capital
Illinois
$215K -$43.5K -639 -16%
ME
1345
McIlrath & Eck
Washington
$213K -$44.5K -654 -16%
FRA
1346
Front Row Advisors
California
$213K +$7.14K +105 +3%
APC
1347
Aspire Private Capital
North Carolina
$213K +$232K +3,409 New
RC
1348
Roundview Capital
New Jersey
$213K +$232K +3,416 New
DIA
1349
Dana Investment Advisors
Wisconsin
$213K +$233K +3,420 New
SFG
1350
SNS Financial Group
Minnesota
$212K +$17.3K +254 +8%
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