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Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
2576
Smith Shellnut Wilson
Mississippi
$291K – – –
TIM
2577
Tortoise Investment Management
New York
$290K -$26K -186 -8%
HPIA
2578
Hamilton Point Investment Advisors
North Carolina
$290K – – –
WCA
2579
Windsor Creek Advisors
Vermont
$289K – – –
WB
2580
West Bancorporation
Iowa
$289K +$279K +2,001 New
SFG
2581
Sowa Financial Group
Rhode Island
$287K +$277K +1,986 New
HC
2582
Henshaw Capital
Massachusetts
$286K -$131K -940 -32%
PCIG
2583
Partners Capital Investment Group
Massachusetts
$286K – – –
SA
2584
Silversage Advisors
California
$286K +$276K +1,976 New
PWA
2585
Physician Wealth Advisors
Utah
$285K – – –
KM
2586
Kalos Management
Georgia
$285K +$698 +5 +0.3%
FVWA
2587
Foster Victor Wealth Advisors
South Carolina
$280K -$4.75K -34 -2%
IA
2588
IFG Advisors
Missouri
$280K – – –
UIA
2589
UBP Investment Advisors
Switzerland
$279K +$27.9K +200 +12%
RWM
2590
Raffa Wealth Management
District of Columbia
$278K – – –
SIG
2591
Sargent Investment Group
Maryland
$277K +$2.79K +20 +1%
SFSG
2592
Stearns Financial Services Group
North Carolina
$276K – – –
LRIC
2593
Long Road Investment Counsel
Michigan
$275K +$265K +1,900 New
CIA
2594
Compass Ion Advisors
Pennsylvania
$275K +$265K +1,902 New
CIC
2595
Chase Investment Counsel
Virginia
$273K – – –
NCM
2596
Northwest Capital Management
Oregon
$273K – – –
SWA
2597
SFMG Wealth Advisors
Texas
$273K +$12.6K +90 +5%
OCM
2598
Osterweis Capital Management
California
$273K +$14K +100 +6%
FIA
2599
Foundations Investment Advisors
Arizona
$272K +$6.56K +47 +3%
FAG
2600
Financial Advisory Group
Texas
$272K +$27.9K +200 +12%
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