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Name Holding Trade Value Shares
Change 		Change in
Stake
QCM
2076
Quantinno Capital Management
New York
$520K +$11.1K +198 +2%
PWMG
2077
Pinnacle Wealth Management Group
Michigan
$520K +$536K +9,560 New
NRS
2078
Neville Rodie & Shaw
New York
$519K – – –
CCWA
2079
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$519K +$83.8K +1,493 +19%
CWS
2080
Cypress Wealth Services
California
$518K -$68.2K -1,216 -11%
UF
2081
Univest Financial
Pennsylvania
$518K -$32.8K -585 -6%
RIM
2082
Reliant Investment Management
Tennessee
$518K – – –
RVPG
2083
Relative Value Partners Group
$517K -$8.08K -144 -1%
TFS
2084
TrustCore Financial Services
Tennessee
$516K -$1.51K -27 -0.3%
LJHT
2085
Laurie J. Hall Trustee
$513K – – –
RMAM
2086
Raab & Moskowitz Asset Management
New Jersey
$512K -$9.82K -175 -2%
SFP
2087
Shepherd Financial Partners
Massachusetts
$512K +$3.09K +55 +0.6%
GAM
2088
Garrison Asset Management
Arkansas
$510K +$61.6K +1,098 +13%
IIA
2089
ICW Investment Advisors
Arizona
$509K +$16.6K +295 +3%
RC
2090
Roundview Capital
New Jersey
$507K +$5.39K +96 +1%
PAMP
2091
Polar Asset Management Partners
Ontario, Canada
$506K -$516K -9,189 -50%
AA
2092
Auxano Advisors
Washington
$506K +$6.84K +122 +1%
GC
2093
Gratus Capital
Georgia
$504K -$72.4K -1,291 -12%
SRSA
2094
S.R. Schill & Associates
Washington
$503K +$163K +2,899 +46%
AWM
2095
Aevitas Wealth Management
Massachusetts
$502K -$10.1K -180 -2%
CCM
2096
Chilton Capital Management
Texas
$502K +$122K +2,179 +31%
AWM
2097
Accurate Wealth Management
Florida
$501K -$182K -3,235 -26%
AF
2098
Alerus Financial
North Dakota
$500K -$38.5K -687 -7%
FC
2099
Financial Consulate
Maryland
$499K +$28.6K +510 +6%
RFN
2100
RDA Financial Network
Iowa
$498K +$2.97K +53 +0.6%
82 83
84
85 86