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Name Holding Trade Value Shares
Change 		Change in
Stake
JSC
1601
Jackson Square Capital
California
$216K +$159K +2,551 +224%
DWM
1602
Doyle Wealth Management
Florida
$215K +$21.5K +345 +10%
PSP
1603
Principal Street Partners
Tennessee
$215K +$229K +3,678 New
RA
1604
Rational Advisors
New York
$213K +$223K +3,585 +5,782%
KWA
1605
KCS Wealth Advisory
California
$212K -$82.7K -1,329 -27%
AIC
1606
Ameritas Investment Company
Nebraska
$212K – – –
WI
1607
WrapManager Inc
California
$212K +$226K +3,632 New
BSB
1608
Bangor Savings Bank
Maine
$211K -$311 -5 -0.1%
CSWG
1609
Cardinal Strategic Wealth Guidance
Kentucky
$211K – – –
CNBTD
1610
Citizens National Bank Trust Department
Mississippi
$211K – – –
TCM
1611
Tradewinds Capital Management
Washington
$211K – – –
CCM
1612
Coldstream Capital Management
Washington
$210K -$62.2K -999 -22%
PP
1613
Palladium Partners
Virginia
$210K +$18.6K +299 +9%
MFW
1614
Mosaic Family Wealth
Missouri
$210K +$223K +3,589 New
OC
1615
Oakworth Capital
Alabama
$209K +$10.9K +175 +5%
CL
1616
Choreo LLC
Illinois
$208K – – –
NP
1617
NorthRock Partners
Minnesota
$208K +$2.3K +37 +1%
SAM
1618
SignalPoint Asset Management
Missouri
$207K -$34.3K -552 -13%
WG
1619
Watchman Group
Texas
$205K – – –
GBT
1620
Grove Bank & Trust
Florida
$204K -$4.29K -69 -2%
GCIA
1621
Gabelli & Co Investment Advisers
New York
$204K – – –
SM
1622
SG3 Management
Puerto Rico
$204K – – –
WAM
1623
Wakefield Asset Management
Colorado
$204K +$747 +12 +0.3%
TFM
1624
TFC Financial Management
Massachusetts
$203K +$216K +3,477 New
RWM
1625
Ritholtz Wealth Management
New York
$202K -$19.5K -314 -8%
63 64
65
66 67