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Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1751
LBMC Investment Advisors
Tennessee
$266K – – –
VF
1752
Virtu Financial
New York
$266K +$262K +3,132 New
GCIA
1753
Gabelli & Co Investment Advisers
New York
$264K – – –
LC
1754
Lindbrook Capital
California
$264K +$3.77K +45 +1%
DIP
1755
DT Investment Partners
Pennsylvania
$264K +$261K +3,114 New
PFC
1756
Phocas Financial Corp
California
$263K – – –
SFG
1757
Sowa Financial Group
Rhode Island
$263K +$1.26K +15 +0.5%
WWMSC
1758
Wagner Wealth Management (South Carolina)
South Carolina
$262K +$159K +1,898 +184%
HR
1759
Howe & Rusling
New York
$261K – – –
SICM
1760
Sustainable Insight Capital Management
New York
$261K +$6.95K +83 +3%
CCFM
1761
Clear Creek Financial Management
Washington
$261K +$26.1K +312 +11%
KA
1762
Kozak & Associates
Colorado
$261K +$234K +2,794 New
GWM
1763
Gitterman Wealth Management
New Jersey
$261K +$257K +3,073 New
CCA
1764
Cobblestone Capital Advisors
New York
$259K – – –
JWM
1765
JGP Wealth Management
Oregon
$258K – – –
FNC
1766
First National Corp
Massachusetts
$258K +$255K +3,041 New
CPSAC
1767
Chas P. Smith & Associates (CPS)
Florida
$258K +$255K +3,044 New
MWM
1768
Mission Wealth Management
California
$257K +$6.62K +79 +3%
CI
1769
CX Institutional
Indiana
$257K +$28.7K +343 +13%
MCM
1770
McRae Capital Management
New Jersey
$256K +$16.8K +200 +7%
HR
1771
Hayden Royal
North Carolina
$255K -$336K -4,013 -57%
CWS
1772
Cypress Wealth Services
California
$255K -$51.8K -618 -17%
FA
1773
Fortis Advisors
Pennsylvania
$255K – – –
RBC
1774
Roble Belko & Company
Pennsylvania
$255K – – –
SFG
1775
StrategIQ Financial Group
Indiana
$255K +$14.9K +178 +6%
69 70
71
72 73