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Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
2051
Wilkins Investment Counsel
Massachusetts
$289K – – –
BHWM
2052
Bay Harbor Wealth Management
Maryland
$289K +$36.2K +404 +14%
SRC
2053
Sage Rhino Capital
California
$287K -$895 -10 -0.3%
CWM
2054
Confluence Wealth Management
Oregon
$287K +$288K +3,215 New
SIA
2055
Starfire Investment Advisers
Michigan
$286K -$27.9K -312 -9%
HJGA
2056
Hardman Johnston Global Advisors
Connecticut
$286K -$6.27K -70 -2%
SMG
2057
Smart Money Group
Texas
$285K +$286K +3,193 New
CWC
2058
Carolinas Wealth Consulting
North Carolina
$284K +$20.6K +230 +8%
GAM
2059
Grandview Asset Management
Pennsylvania
$284K +$285K +3,183 New
HCA
2060
Horan Capital Advisors
Ohio
$283K – – –
LWM
2061
Loveless Wealth Management
Montana
$282K +$12.1K +135 +4%
PWAP
2062
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$280K – – –
IGGA
2063
Iron Gate Global Advisors
Utah
$279K -$200K -2,230 -41%
PP
2064
Pacifica Partners
Canada
$279K -$106K -1,186 -27%
JCM
2065
Jag Capital Management
Missouri
$279K +$2.15K +24 +0.8%
GEA
2066
Glen Eagle Advisors
New Jersey
$279K +$32.1K +359 +13%
PIG
2067
Pantheon Investment Group
California
$278K -$55.6K -621 -17%
RZH
2068
Relyea Zuckerberg Hanson
Connecticut
$277K -$134K -1,495 -32%
SDH
2069
Sloy Dahl & Holst
Washington
$277K – – –
VC
2070
Veracity Capital
Georgia
$276K -$300K -3,355 -52%
SP
2071
Successful Portfolios
Florida
$276K -$3.67K -41 -1%
SL
2072
Stevard LLC
Illinois
$276K – – –
OCM
2073
Osterweis Capital Management
California
$275K -$41.6K -465 -13%
BCA
2074
Berman Capital Advisors
Georgia
$275K -$12.7K -142 -4%
B
2075
Bellecapital
Switzerland
$275K +$276K +3,082 New
81 82
83
84 85