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Name Holding Trade Value Shares
Change 		Change in
Stake
KF
1951
Krilogy Financial
Missouri
$380K -$990K -12,228 -73%
AP
1952
Atwood & Palmer
Missouri
$380K -$20.2K -250 -5%
SDH
1953
Sloy Dahl & Holst
Washington
$380K +$13.4K +166 +5%
APW
1954
Aurora Private Wealth
New Jersey
$379K -$7.61K -94 -2%
PM
1955
Parametrica Management
Hong Kong
$379K +$363K +4,485 New
CA
1956
CGN Advisors
Kansas
$378K +$363K +4,480 New
CCM
1957
Cox Capital Management
Massachusetts
$377K -$203K -2,513 -36%
CNB
1958
Camden National Bank
Maine
$376K -$96.1K -1,187 -21%
PP
1959
PDS Planning
Ohio
$376K -$3.48K -43 -1%
PCP
1960
Proficio Capital Partners
Massachusetts
$376K +$50.8K +628 +16%
OFW
1961
Omnia Family Wealth
Florida
$375K +$3K +37 +0.8%
DAM
1962
Diamant Asset Management
Connecticut
$375K – – –
ARG
1963
Advisory Resource Group
Oklahoma
$375K +$8.58K +106 +2%
SIC
1964
Samalin Investment Counsel
New York
$375K +$41.5K +513 +13%
SP
1965
Successful Portfolios
Florida
$375K +$53.5K +661 +17%
CWC
1966
Carolinas Wealth Consulting
North Carolina
$374K +$49.5K +611 +16%
MFG
1967
Menard Financial Group
Texas
$370K -$3.72K -46 -1%
MWM
1968
Minot Wealth Management
Massachusetts
$370K +$108K +1,339 +44%
HA
1969
Harbor Advisors
Florida
$369K – – –
PA
1970
Perennial Advisors
New York
$368K -$34.1K -421 -9%
SWM
1971
Salvus Wealth Management
New Jersey
$368K +$327K +4,043 New
BI
1972
Blooom Inc
Kansas
$368K +$350K +4,323 New
IIC
1973
Integrated Investment Consultants
Michigan
$367K +$4.37K +54 +1%
EBSAM
1974
Eubel Brady & Suttman Asset Management
Ohio
$365K – – –
LSAG
1975
Lake Street Advisors Group
New Hampshire
$365K +$113K +1,401 +48%
77 78
79
80 81