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Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1701
Intellectus Partners
California
$307K +$52.6K +480 +20%
NWM
1702
Northwest Wealth Management
Iowa
$306K -$5.47K -50 -2%
CFA
1703
Capstone Financial Advisors
Illinois
$304K -$14.2K -130 -4%
SMH
1704
Sanders Morris Harris
Texas
$303K -$5.47K -50 -2%
HL
1705
HeadInvest LLC
Maine
$302K -$42K -384 -12%
B
1706
Bridgeworth
Alabama
$301K +$14.2K +130 +5%
EWM
1707
Evermay Wealth Management
Virginia
$300K -$10.9K -100 -3%
HIIFS
1708
Harel Insurance Investments & Financial Services
Israel
$299K -$20.1K -184 -6%
FFC
1709
First Financial Corp
Indiana
$296K -$5.47K -50 -2%
CIP
1710
Convergence Investment Partners
Florida
$296K +$45K +411 +17%
CHAM
1711
Clear Harbor Asset Management
Connecticut
$295K +$219 +2 +0.1%
SFP
1712
Shepherd Financial Partners
Massachusetts
$295K +$14.8K +135 +5%
PAA
1713
Peregrine Asset Advisers
Oregon
$294K -$76.7K -700 -20%
RFM
1714
Royal Fund Management
Florida
$293K -$14.9K -136 -5%
AR
1715
Advisory Research
Illinois
$293K +$302K +2,760 New
SIAS
1716
Shine Investment Advisory Services
Colorado
$291K -$31.5K -288 -10%
LPIC
1717
LeJeune Puetz Investment Counsel
Michigan
$290K – – –
SCG
1718
Sonata Capital Group
Washington
$290K +$2.19K +20 +0.7%
ST
1719
Sabal Trust
Florida
$289K +$27.4K +250 +10%
KA
1720
KLCM Advisors
Wisconsin
$288K +$44.8K +409 +18%
KWMG
1721
King Wealth Management Group
Florida
$287K -$10.9K -100 -4%
SCI
1722
S&CO Inc
Massachusetts
$287K -$6.57K -60 -2%
SGK
1723
Steigerwald Gordon & Koch
Virginia
$287K +$1.53K +14 +0.5%
HCM
1724
HM Capital Management
Missouri
$286K – – –
RWMH
1725
Riverpoint Wealth Management Holdings
Illinois
$286K +$27.2K +248 +10%
67 68
69
70 71