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Name Holding Trade Value Shares
Change 		Change in
Stake
PCIG
2326
Partners Capital Investment Group
Massachusetts
$740K +$428K +2,649 +152%
TIM
2327
Tortoise Investment Management
New York
$740K +$2.26K +14 +0.3%
SL
2328
Salomon & Ludwin
Virginia
$740K -$2.1K -13 -0.3%
RCG
2329
Rock Creek Group
District of Columbia
$739K -$298K -1,847 -30%
HA
2330
Harbor Advisors
Florida
$737K – – –
AA
2331
AF Advisors
California
$737K -$1.61K -10 -0.2%
HCM
2332
Hutner Capital Management
Vermont
$737K +$706K +4,368 New
B
2333
Bridgeworth
Alabama
$736K -$12.1K -75 -2%
WWMSC
2334
Wagner Wealth Management (South Carolina)
South Carolina
$736K +$20.5K +127 +3%
AIS
2335
American Investment Services
Massachusetts
$736K -$1.65M -10,229 -70%
SFS
2336
Stiles Financial Services
Minnesota
$734K +$7.11K +44 +1%
FAT
2337
First American Trust
California
$733K +$100K +621 +17%
AI
2338
Accredited Investors
Minnesota
$733K +$28.6K +177 +4%
SNB
2339
Security National Bank
Nebraska
$732K -$356K -2,202 -34%
LC
2340
Lavaca Capital
Texas
$731K -$199K -1,235 -22%
CPW
2341
Crestmont Private Wealth
Texas
$731K – – –
NRW
2342
Nova R Wealth
Kansas
$729K +$4.68K +29 +0.7%
HCMG
2343
Howard Capital Management Group
California
$727K +$38.1K +236 +6%
NPA
2344
Nichols & Pratt Advisers
Massachusetts
$727K – – –
LFG
2345
Larson Financial Group
Missouri
$726K -$111K -690 -14%
SA
2346
SRN Advisors
Pennsylvania
$725K -$2.58K -16 -0.4%
ECM
2347
Exchange Capital Management
Michigan
$725K -$21.8K -135 -3%
DWM
2348
Defined Wealth Management
Oregon
$724K +$7.43K +46 +1%
AO
2349
Advisor OS
Illinois
$722K +$25.5K +158 +4%
OFG
2350
Oxford Financial Group
Indiana
$722K -$107K -664 -13%
92 93
94
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