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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1951
Raleigh Capital Management
North Carolina
$700K -$118K -2,494 -14%
GAA
1952
Green Alpha Advisors
Colorado
$700K -$40.8K -859 -6%
KSWWM
1953
Keyes Stange & Wooten Wealth Management
Florida
$699K +$27.7K +583 +4%
CAM
1954
Campion Asset Management
Virginia
$698K – – –
VCM
1955
Virtue Capital Management
Tennessee
$694K -$58.5K -1,233 -8%
BV
1956
Boxwood Ventures
Illinois
$691K – – –
FHC
1957
Forest Hill Capital
Arkansas
$690K – – –
CCWA
1958
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$690K -$40.1K -845 -5%
ECG
1959
Edge Capital Group
Georgia
$689K -$71.1K -1,497 -9%
SIG
1960
Sky Investment Group
Connecticut
$689K -$101K -2,123 -13%
AF
1961
Apexium Financial
Texas
$688K +$24K +505 +4%
MMHP
1962
Murphy Middleton Hinkle & Parker
Georgia
$688K – – –
HWMA
1963
Heritage Wealth Management (Arizona)
Arizona
$688K -$52.4K -1,103 -7%
HFO
1964
Heritage Family Offices
Arizona
$688K +$687K +14,473 New
TLCM
1965
Twin Lakes Capital Management
California
$687K -$86.9K -1,831 -11%
AWM
1966
Aberdeen Wealth Management
Illinois
$685K -$7.88K -166 -1%
IPAM
1967
Investment Partners Asset Management
New Jersey
$683K – – –
AT
1968
Arlington Trust
Alabama
$681K -$479K -10,096 -41%
LA
1969
LexAurum Advisors
Kansas
$680K -$20.4K -430 -3%
MA
1970
MBA Advisors
Pennsylvania
$679K -$66.5K -1,400 -9%
SIM
1971
Sentry Investment Management
Wisconsin
$678K -$431K -9,081 -39%
GSEP
1972
Golden State Equity Partners
California
$677K +$677K +14,255 New
AWM
1973
Accel Wealth Management
Iowa
$677K +$52.7K +1,109 +8%
PCM
1974
Perritt Capital Management
Illinois
$675K +$1.28K +27 +0.2%
IFU
1975
iSAM Funds (UK)
United Kingdom
$675K -$191K -4,019 -22%
77 78
79
80 81