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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1926
Alexandria Capital
Virginia
$325K -$41.9K -424 -9%
LOPW
1927
Live Oak Private Wealth
North Carolina
$325K +$73K +739 +20%
OFW
1928
Omnia Family Wealth
Florida
$324K -$107K -1,084 -20%
BRA
1929
Biechele Royce Advisors
Indiana
$323K – – –
TFF
1930
The Family Firm
Maryland
$323K +$1.88K +19 +0.4%
BL
1931
Balentine LLC
Georgia
$323K +$208K +2,103 +90%
AI
1932
Accredited Investors
Minnesota
$322K -$1.28K -13 -0.3%
PJSIMP
1933
P.J. Schmidt Investment Management (PJS)
Wisconsin
$321K -$4.33M -43,850 -91%
BWA
1934
Beam Wealth Advisors
Louisiana
$321K -$24.2K -245 -5%
PP
1935
PDS Planning
Ohio
$321K +$9.39K +95 +2%
XF
1936
XML Financial
Maryland
$321K +$15K +152 +4%
IIC
1937
Integrated Investment Consultants
Michigan
$320K -$107K -1,078 -20%
DI
1938
DFPG Investments
Utah
$320K +$3.56K +36 +0.9%
BDF
1939
Balasa Dinverno & Foltz
$319K -$648K -6,554 -60%
HA
1940
Harbor Advisors
Florida
$317K – – –
DSN
1941
D. Scott Neal
Kentucky
$317K +$432K +4,376 New
RIG
1942
Renaissance Investment Group
Massachusetts
$316K -$15K -152 -3%
AM
1943
Atwater Malick
Pennsylvania
$316K +$431K +4,357 New
GT
1944
Greenleaf Trust
Michigan
$315K -$1.66M -16,762 -79%
IA
1945
IndexIQ Advisors
New York
$315K -$184K -1,861 -30%
CAW
1946
Cornerstone Advisors (Washington)
Washington
$314K -$201K -2,030 -32%
ARG
1947
Advisory Resource Group
Oklahoma
$314K +$40.6K +411 +10%
CCG
1948
Chatham Capital Group
Georgia
$313K – – –
FPB
1949
First PREMIER Bank
South Dakota
$313K +$6.92K +70 +2%
SLA
1950
Silver Lake Advisory
Utah
$310K -$23.8K -241 -5%
76 77
78
79 80