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Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
2726
Willow Creek Wealth Management
California
$396K -$12.7K -69 -3%
CIC
2727
Cutler Investment Counsel
Oregon
$395K +$19.2K +104 +5%
PWM
2728
Prentice Wealth Management
New York
$395K +$395K +2,141 New
PCM
2729
Pennsylvania Capital Management
Pennsylvania
$393K – – –
WC
2730
Whitney & Co
New York
$392K – – –
AWM
2731
Aevitas Wealth Management
Massachusetts
$391K – – –
TA
2732
Trellis Advisors
Washington
$391K +$2.03K +11 +0.5%
DW
2733
Domani Wealth
Pennsylvania
$390K +$103K +557 +36%
PSIWM
2734
Paradigm Strategies in Wealth Management
Minnesota
$390K +$390K +2,116 New
WFA
2735
Wellspring Financial Advisors
Ohio
$389K -$44.8K -243 -6%
DC
2736
Defender Capital
North Carolina
$388K +$13.8K +75 +4%
PAMP
2737
Polar Asset Management Partners
Ontario, Canada
$387K +$386K +2,095 New
ESCM
2738
Echo Street Capital Management
New York
$383K -$14K -76 -4%
QTM
2739
qPULA Trading Management
New York
$382K +$382K +2,071 New
TB
2740
Terril Brothers
Missouri
$381K -$13.3K -72 -3%
TIM
2741
Tortoise Investment Management
New York
$379K – – –
CSM
2742
CAMG Solamere Management
North Carolina
$378K -$160K -865 -30%
GIM
2743
Greylin Investment Management
Virginia
$378K – – –
SAG
2744
Spotlight Asset Group
Illinois
$378K +$25.3K +137 +7%
EGA
2745
E&G Advisors
Texas
$377K -$909K -4,930 -71%
CCM
2746
Carlson Capital Management
Minnesota
$376K +$60.1K +326 +19%
ADMI
2747
Albert D. Mason Inc
Massachusetts
$375K – – –
WIA
2748
World Investment Advisors
California
$374K +$2.03K +11 +0.5%
SAM
2749
S.A. Mason
Michigan
$373K +$184 +1 +0%
CM
2750
Castleark Management
Illinois
$369K – – –
108 109
110
111 112