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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1501
Doyle Wealth Management
Florida
$331K +$13.8K +197 +5%
SP
1502
Successful Portfolios
Florida
$331K +$24.2K +344 +8%
JAM
1503
Jupiter Asset Management
United Kingdom
$331K +$34.8K +495 +13%
CA
1504
Cornerstone Advisory
Maryland
$329K -$32.2K -459 -9%
LFASL
1505
Lugano Financial Advisors SA (LFA)
Switzerland
$328K +$310K +4,418 New
ZCM
1506
Zebra Capital Management
Connecticut
$327K +$309K +4,395 New
SFSIG
1507
San Francisco Sentry Investment Group
California
$324K -$25K -356 -8%
RCM
1508
RB Capital Management
Nevada
$324K +$24.9K +355 +9%
CCM
1509
Coldstream Capital Management
Washington
$324K +$76.1K +1,084 +33%
WCM
1510
Washburn Capital Management
Florida
$324K +$306K +4,355 New
FFWA
1511
FRG Family Wealth Advisors
Washington
$323K – – –
PFG
1512
PAX Financial Group
Texas
$323K +$315K +4,480 New
CA
1513
Calton & Associates
Florida
$321K -$6.04K -86 -2%
ZIC
1514
ZWJ Investment Counsel
Georgia
$318K +$23.6K +336 +9%
TCA
1515
Transcend Capital Advisors
New Jersey
$317K +$299K +4,261 New
BSB
1516
Bangor Savings Bank
Maine
$316K +$74.1K +1,055 +33%
NHC
1517
Nicholas Hoffman & Company
Georgia
$314K -$177K -2,524 -37%
FA
1518
Faithward Advisors
Pennsylvania
$312K -$97.1K -1,383 -25%
VAG
1519
VisionPoint Advisory Group
Texas
$311K +$6.32K +90 +2%
WA
1520
Wealth Architects
California
$309K +$8.21K +117 +3%
CIC
1521
Chase Investment Counsel
Virginia
$309K +$15.8K +225 +6%
GFP
1522
Gryphon Financial Partners
Ohio
$308K -$1.33K -19 -0.5%
SAM
1523
SignalPoint Asset Management
Missouri
$308K +$21.3K +304 +8%
MCM
1524
Maryland Capital Management
Maryland
$306K +$31.9K +454 +12%
WMC
1525
Westwood Management Corporation
Illinois
$305K – – –
59 60
61
62 63