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Name Holding Trade Value Shares
Change 		Change in
Stake
AAC
1151
Asset Advisors Corp
Georgia
$473K – – –
SS
1152
Simplicity Solutions
Minnesota
$472K -$38K -530 -7%
BRWA
1153
B. Riley Wealth Advisors
Florida
$466K -$11K -153 -2%
GT
1154
Greenleaf Trust
Michigan
$463K -$75.8K -1,057 -12%
SCI
1155
S&CO Inc
Massachusetts
$463K – – –
BDF
1156
Balasa Dinverno & Foltz
$456K +$2.44K +34 +0.5%
VIM
1157
Vista Investment Management
Pennsylvania
$453K -$14.3K -200 -3%
MFBTD
1158
MB Financial Bank - Trust Department
Illinois
$452K -$259K -3,609 -33%
FHA
1159
First Horizon Advisors
Tennessee
$452K -$21.2K -295 -4%
SWM
1160
SeaCrest Wealth Management
New York
$450K +$113K +1,569 +28%
PCIA
1161
Prime Capital Investment Advisors
Kansas
$448K -$2.74M -38,200 -84%
ECM
1162
Ensemble Capital Management
California
$448K -$845K -11,775 -62%
LFAS
1163
Level Four Advisory Services
Texas
$445K -$861 -12 -0.2%
WSC
1164
Wellington Shields & Co
New York
$442K -$14.3K -200 -3%
ST
1165
Smithfield Trust
Pennsylvania
$438K -$42.3K -589 -8%
SFA
1166
Sequoia Financial Advisors
Ohio
$431K -$77.9K -1,086 -14%
ECM
1167
Elgethun Capital Management
South Dakota
$430K -$105K -1,458 -17%
DBT
1168
Dubuque Bank & Trust
Iowa
$429K -$4.84M -67,516 -91%
RI
1169
Ridgewood Investments
New Jersey
$428K +$51.7K +721 +12%
FI
1170
FormulaFolio Investments
Michigan
$427K +$492K +6,858 New
TPWA
1171
TRUE Private Wealth Advisors
Oregon
$425K -$717 -10 -0.1%
BLA
1172
Balter Liquid Alternatives
Massachusetts
$425K +$122K +1,698 +33%
SC
1173
Savant Capital
Illinois
$424K -$93.6K -1,305 -16%
CRC
1174
Curi RMB Capital
Illinois
$423K -$181K -2,518 -27%
RWA
1175
Ropes Wealth Advisors
Massachusetts
$422K -$37.7K -525 -7%
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47
48 49