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Name Holding Trade Value Shares
Change 		Change in
Stake
CS
1876
Cannell & Spears
New York
$361K +$7.56K +173 +2%
KM
1877
Kalos Management
Georgia
$360K +$385K +8,800 New
DW
1878
Domani Wealth
Pennsylvania
$359K – – –
AI
1879
Accredited Investors
Minnesota
$357K -$185K -4,244 -34%
CFD
1880
Creative Financial Designs
Indiana
$357K -$97.6K -2,233 -21%
EVM
1881
Evelyn V. Moreno
$355K -$4.63M -105,975 -93%
HFS
1882
Haverford Financial Services
Pennsylvania
$352K -$127K -2,906 -26%
DAM
1883
Diamant Asset Management
Connecticut
$351K – – –
SWA
1884
SFMG Wealth Advisors
Texas
$350K -$11.7K -268 -3%
EAMA
1885
EFG Asset Management (Americas)
Florida
$348K -$107K -2,451 -23%
FBT
1886
First Bank & Trust
South Dakota
$348K -$1K -23 -0.3%
RWM
1887
Raffa Wealth Management
District of Columbia
$345K -$222K -5,089 -39%
SAM
1888
SP Asset Management
California
$343K +$339K +7,759 New
AIP
1889
Almanack Investment Partners
Pennsylvania
$339K -$65.4K -1,496 -16%
CA
1890
Cornerstone Advisory
Maryland
$339K -$16.3K -373 -5%
NQWM
1891
Northwest Quadrant Wealth Management
Oregon
$339K +$2.05K +47 +0.6%
BP
1892
Broadleaf Partners
Ohio
$336K – – –
MCM
1893
Mengis Capital Management
Oregon
$335K -$184K -4,200 -35%
BWM
1894
Baystate Wealth Management
Massachusetts
$332K -$7.38K -169 -2%
AIC
1895
Ayalon Insurance Company
Israel
$331K – – –
SAM
1896
Seelaus Asset Management
New Jersey
$329K -$26.2K -600 -7%
HCM
1897
Hengehold Capital Management
Ohio
$328K -$6.47K -148 -2%
HCM
1898
Harvey Capital Management
Florida
$328K – – –
WAG
1899
Winthrop Advisory Group
Massachusetts
$328K +$48.8K +1,117 +17%
WDL
1900
Well Done LLC
Michigan
$328K +$81.1K +1,857 +32%
74 75
76
77 78