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Name Holding Trade Value Shares
Change 		Change in
Stake
CSWG
1601
Cardinal Strategic Wealth Guidance
Kentucky
$216K -$26.7K -400 -10%
TCM
1602
Tradewinds Capital Management
Washington
$215K -$31.1K -466 -11%
FI
1603
FormulaFolio Investments
Michigan
$215K -$23.4K -351 -9%
DMC
1604
Drexel Morgan & Co
Pennsylvania
$215K – – –
CNBTD
1605
Citizens National Bank Trust Department
Mississippi
$215K +$242K +3,625 New
GAM
1606
Gould Asset Management
California
$214K +$240K +3,600 New
SC
1607
Slow Capital
California
$213K +$4.41K +66 +2%
PCP
1608
Proficio Capital Partners
Massachusetts
$213K +$25.8K +386 +12%
JIM
1609
Jupiter Investment Management
United Kingdom
$212K +$239K +3,584 New
IC
1610
Inverness Counsel
New York
$211K -$36.4K -545 -13%
SQA
1611
Simon Quick Advisors
New Jersey
$211K -$18K -269 -7%
OWA
1612
Outlook Wealth Advisors
Texas
$211K +$17.3K +259 +8%
OI
1613
Oakbrook Investments
Illinois
$209K -$807K -12,090 -77%
NFG
1614
NewFocus Financial Group
Washington
$209K +$235K +3,525 New
WG
1615
Watchman Group
Texas
$208K – – –
SFO
1616
Stokes Family Office
Louisiana
$208K +$4.07K +61 +2%
GCIA
1617
Gabelli & Co Investment Advisers
New York
$208K +$33.4K +500 +17%
IWS
1618
Insight Wealth Strategies
California
$208K +$234K +3,501 New
WMA
1619
Wealth Management Associates
New Jersey
$207K +$4.07K +61 +2%
GWS
1620
Glassman Wealth Services
Virginia
$207K -$2K -30 -0.9%
KMWM
1621
Keudell/Morrison Wealth Management
Oregon
$207K +$6.41K +96 +3%
HIA
1622
Harbor Investment Advisory
Maryland
$207K +$82.1K +1,230 +54%
ECM
1623
Estabrook Capital Management
New York
$206K +$11.7K +175 +5%
OC
1624
Oakworth Capital
Alabama
$206K -$25.3K -379 -10%
CA
1625
Calton & Associates
Florida
$205K -$58.5K -877 -20%
63 64
65
66 67