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Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
1476
KCS Wealth Advisory
California
$309K -$27.1K -406 -7%
FIM
1477
Frontier Investment Management
Texas
$309K -$11K -165 -3%
PMFA
1478
Plante Moran Financial Advisors
Michigan
$309K +$34.2K +512 +11%
RMDI
1479
R.M. Davis Inc
Maine
$309K +$148K +2,211 +74%
AP
1480
Atwood & Palmer
Missouri
$308K +$12.3K +185 +4%
AWP
1481
Ascent Wealth Partners
New York
$307K -$23.3K -349 -6%
HWA
1482
Heritage Wealth Advisors
Virginia
$307K -$38.4K -575 -10%
CFN
1483
Cordasco Financial Network
Florida
$305K +$210K +3,143 +158%
PA
1484
Perennial Advisors
New York
$305K +$343K +5,145 New
SP
1485
Successful Portfolios
Florida
$304K +$44.3K +664 +15%
SCM
1486
Salem Capital Management
Massachusetts
$303K – – –
SC
1487
Scholtz & Company
Connecticut
$302K +$340K +5,093 New
LFASL
1488
Lugano Financial Advisors SA (LFA)
Switzerland
$300K – – –
GIM
1489
Groesbeck Investment Management
New Jersey
$299K -$2.41M -36,069 -88%
SFM
1490
Signet Financial Management
New Jersey
$299K -$105K -1,578 -25%
ECM
1491
Elgethun Capital Management
South Dakota
$299K -$27.3K -409 -8%
BWM
1492
BigSur Wealth Management
Florida
$297K -$1M -15,000 -75%
SM
1493
SG3 Management
Puerto Rico
$297K -$334K -5,000 -50%
FIB
1494
First Interstate Bank
Montana
$297K +$2.07K +31 +0.6%
BCM
1495
Breiter Capital Management
Florida
$297K +$334K +5,000 New
OIA
1496
Optimum Investment Advisors
Illinois
$295K -$20.8K -311 -6%
HCM
1497
Hall Capital Management
Rhode Island
$295K – – –
WWM
1498
Windsor Wealth Management
Indiana
$295K +$20.1K +301 +6%
HCM
1499
Hollencrest Capital Management
California
$295K +$332K +4,972 New
AIM
1500
Acropolis Investment Management
Missouri
$294K +$1.2K +18 +0.4%
58 59
60
61 62