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Name Holding Trade Value Shares
Change 		Change in
Stake
RM
1676
Resource Management
Louisiana
$210K +$204K +3,238 New
PFA
1677
Pure Financial Advisors
California
$208K +$201K +3,199 New
WTFG
1678
Wells Trecaso Financial Group
Ohio
$208K +$202K +3,207 New
GDP
1679
Great Diamond Partners
Maine
$207K +$201K +3,189 New
AWA
1680
Arkadios Wealth Advisors
Georgia
$207K +$15.2K +242 +8%
TIA
1681
Tiemann Investment Advisors
California
$205K -$3.15K -50 -2%
TVAMP
1682
Tennessee Valley Asset Management Partners
Tennessee
$205K +$199K +3,153 New
IIM
1683
Ipswich Investment Management
Massachusetts
$203K +$196K +3,120 New
IAP
1684
Indie Asset Partners
Indiana
$202K +$193K +3,068 New
PFC
1685
Phocas Financial Corp
California
$201K +$196K +3,105 New
AFM
1686
Andesa Financial Management
Pennsylvania
$201K +$196K +3,111 New
SFG
1687
Sowa Financial Group
Rhode Island
$200K +$66.6K +1,057 +52%
HHGA
1688
Halbert Hargrove Global Advisors
California
$200K +$194K +3,073 New
ICM
1689
Islay Capital Management
Texas
$199K +$178K +2,832 +1,259%
CHA
1690
Carmichael Hill & Associates
Maryland
$192K +$189 +3 +0.1%
BCA
1691
Berman Capital Advisors
Georgia
$186K +$13.2K +210 +8%
PIMG
1692
Patriot Investment Management Group
Tennessee
$183K +$177K +2,812 New
CBT
1693
Central Bank & Trust
Kentucky
$181K -$2.71K -43 -2%
RE
1694
RBC Europe
United Kingdom
$174K +$6.3K +100 +4%
NIM
1695
NuWave Investment Management
New Jersey
$168K +$158K +2,515 New
NICM
1696
Neo Ivy Capital Management
New York
$166K +$139K +2,207 +636%
RIM
1697
Rockbridge Investment Management
New York
$166K +$161K +2,558 New
VIM
1698
Veritas Investment Management
United Kingdom
$165K – – –
FQ
1699
First Quadrant
California
$162K – – –
AWM
1700
Atticus Wealth Management
Florida
$161K +$31.2K +495 +25%
66 67
68
69 70