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Name Holding Trade Value Shares
Change 		Change in
Stake
ORI
1851
Oak Ridge Investments
Illinois
$524K -$46.8K -1,067 -7%
CFFP
1852
Center for Financial Planning
Michigan
$523K -$40.5K -923 -6%
DTC
1853
Davidson Trust Company
Washington
$523K +$103K +2,348 +21%
KTM
1854
Keeler Thomas Management
Utah
$523K +$584K +13,320 New
HIM
1855
Hillsdale Investment Management
Ontario, Canada
$522K -$70.2K -1,600 -11%
JWM
1856
Jupiter Wealth Management
Colorado
$520K -$175K -4,000 -24%
PCP
1857
Proficio Capital Partners
Massachusetts
$520K +$205K +4,675 +66%
PCM
1858
Pointe Capital Management
Michigan
$519K -$18.6K -423 -3%
FBB
1859
Fulton Breakefield Broenniman
Maryland
$518K -$7.22M -164,482 -93%
IFS
1860
Ifrah Financial Services
Arkansas
$518K -$359K -8,179 -38%
FA
1861
FCG Advisors
New Jersey
$518K -$20K -457 -3%
CNB
1862
Camden National Bank
Maine
$517K -$18.3K -417 -3%
IIM
1863
Ipswich Investment Management
Massachusetts
$517K – – –
HT
1864
HighTower Trust
Texas
$517K +$307 +7 +0.1%
DI
1865
DAGCO Inc
Ohio
$516K -$28.5K -650 -5%
ETC
1866
Exchange Traded Concepts
Oklahoma
$514K +$133K +3,023 +30%
OWA
1867
One Wealth Advisors
California
$511K +$7.41K +169 +1%
DOA
1868
D'Orazio & Associates
Virginia
$508K +$175 +4 +0%
FAM
1869
Formidable Asset Management
Ohio
$508K +$12.1K +275 +2%
TSWM
1870
Triangle Securities Wealth Management
North Carolina
$505K +$564K +12,845 New
FWM
1871
Focused Wealth Management
New York
$504K -$3.07K -70 -0.5%
QT
1872
Quantamental Technologies
New York
$503K -$571K -13,016 -50%
SAM
1873
SignalPoint Asset Management
Missouri
$503K -$9.17K -209 -2%
UF
1874
Univest Financial
Pennsylvania
$500K -$119K -2,706 -18%
CWS
1875
Cypress Wealth Services
California
$500K +$14.3K +327 +3%
73 74
75
76 77