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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1501
Harborview Advisors
Maine
$221K +$208K +3,503 New
HWA
1502
HCR Wealth Advisors
California
$219K +$206K +3,474 New
PG
1503
Patten Group
Tennessee
$219K +$206K +3,479 New
LCM
1504
Logan Capital Management
Pennsylvania
$218K +$205K +3,454 New
TCM
1505
Teza Capital Management
Illinois
$217K -$138K -2,321 -40%
QCIG
1506
Quad-Cities Investment Group
Iowa
$216K +$59.3K +1,001 +41%
BL
1507
Balentine LLC
Georgia
$215K +$182K +3,068 +905%
NFG
1508
Nations Financial Group
Iowa
$215K +$192K +3,245 New
PFS
1509
Physicians Financial Services
North Carolina
$214K +$201K +3,390 New
MFG
1510
Magnus Financial Group
New York
$214K +$201K +3,399 New
ML
1511
McAdam LLC
Pennsylvania
$213K +$200K +3,369 New
MAM
1512
Meeder Asset Management
Ohio
$212K +$62.6K +1,057 +46%
KMWM
1513
Keudell/Morrison Wealth Management
Oregon
$211K +$199K +3,350 New
CCFCSB
1514
Cape Cod Five Cents Savings Bank
Massachusetts
$210K -$200K -3,370 -50%
RWMH
1515
Riverpoint Wealth Management Holdings
Illinois
$210K +$198K +3,335 New
HFA
1516
High Falls Advisors
New York
$209K +$197K +3,320 New
PTC
1517
Petrus Trust Company
Texas
$208K -$40K -675 -17%
WMA
1518
Wealth Management Associates
New Jersey
$208K +$195K +3,296 New
CCM
1519
Coldstream Capital Management
Washington
$207K +$194K +3,277 New
AP
1520
Appleton Partners
Massachusetts
$207K +$195K +3,288 New
BIM
1521
Bridges Investment Management
Nebraska
$206K +$193K +3,254 New
QC
1522
QCM Cayman
Texas
$206K +$193K +3,262 New
FIG
1523
FundX Investment Group
California
$206K +$194K +3,267 New
LC
1524
Lindbrook Capital
California
$205K +$63.4K +1,070 +49%
BCAM
1525
Boston Common Asset Management
Massachusetts
$204K +$192K +3,240 New
59 60
61
62 63