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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1476
Summit Financial Group
West Virginia
$1.21M – – –
BIC
1477
Beach Investment Counsel
Pennsylvania
$1.21M – – –
QCM
1478
Quest Capital Management
Texas
$1.21M -$629K -6,302 -35%
CT
1479
Coastline Trust
Rhode Island
$1.21M -$8.48K -85 -0.7%
CIA
1480
Cascade Investment Advisors
Oregon
$1.2M +$9.48K +95 +0.8%
CA
1481
Capital Advantage
California
$1.2M -$10.4K -104 -0.9%
OQS
1482
Occudo Quantitative Strategies
Florida
$1.2M +$1.18M +11,846 New
AFS
1483
Access Financial Services
Minnesota
$1.2M -$127K -1,275 -10%
OBWG
1484
Onyx Bridge Wealth Group
New York
$1.2M +$142K +1,422 +15%
MWM
1485
Madison Wealth Management
Ohio
$1.2M +$16.5K +165 +1%
SC
1486
Sawyer & Company
Massachusetts
$1.19M +$110K +1,100 +10%
CC
1487
Corsicana & Co
Texas
$1.19M -$15K -150 -1%
WPP
1488
Whalerock Point Partners
Rhode Island
$1.19M +$151K +1,515 +15%
RPSA
1489
Richard P. Slaughter Associates
Texas
$1.19M +$177K +1,773 +18%
MMHP
1490
Murphy Middleton Hinkle & Parker
Georgia
$1.19M -$997 -10 -0.1%
CCM
1491
Coldstream Capital Management
Washington
$1.19M -$3.24M -32,532 -66%
JSL
1492
JT Stratford LLC
Georgia
$1.18M +$11.2K +112 +1%
EOCM
1493
Energy Opportunities Capital Management
Texas
$1.18M – – –
DBIA
1494
Dumont & Blake Investment Advisors
New Jersey
$1.17M -$11K -110 -0.9%
SAM
1495
Smithbridge Asset Management
Pennsylvania
$1.17M – – –
NC
1496
NovaPoint Capital
Georgia
$1.17M -$224K -2,242 -16%
SWM
1497
Segment Wealth Management
Texas
$1.17M -$88.5K -887 -7%
BC
1498
Blackhill Capital
New Jersey
$1.17M – – –
VST
1499
Van Strum & Towne
California
$1.17M – – –
AWM
1500
Aries Wealth Management
Maine
$1.17M +$2.99K +30 +0.3%
58 59
60
61 62