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Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
1701
Institutional & Family Asset Management
Colorado
$253K +$264K +2,566 New
CIP
1702
Convergence Investment Partners
Florida
$252K -$23.1K -225 -8%
EAM
1703
Evanson Asset Management
California
$252K +$50K +486 +23%
NWM
1704
Northwest Wealth Management
Iowa
$250K -$35.6K -346 -12%
CWM
1705
Cahaba Wealth Management
Georgia
$250K +$261K +2,541 New
HDIM
1706
Hanson & Doremus Investment Management
Vermont
$249K – – –
WG
1707
Welch Group
Alabama
$247K – – –
VCM
1708
Vigilant Capital Management
Maine
$246K -$1.44K -14 -0.6%
FNBSF
1709
First National Bank Sioux Falls
South Dakota
$246K – – –
IT
1710
Independence Trust
Tennessee
$244K -$7.41K -72 -3%
NWP
1711
Northstar Wealth Partners
Connecticut
$242K -$79.6K -774 -24%
CBOR
1712
Community Bank of Raymore
Missouri
$242K +$18.5K +180 +8%
CAM
1713
Covenant Asset Management
New Jersey
$241K -$1.67M -16,260 -87%
NQWM
1714
Northwest Quadrant Wealth Management
Oregon
$240K -$15.7K -153 -6%
WCM
1715
Windsor Capital Management
Arizona
$240K – – –
ICA
1716
Infrastructure Capital Advisors
New York
$238K -$266K -2,590 -52%
MRI
1717
Mad River Investors
Massachusetts
$237K – – –
WBG
1718
Wharton Business Group
Pennsylvania
$236K -$13.8K -134 -5%
AW
1719
Alpha Windward
Massachusetts
$236K -$103 -1 -0%
LD
1720
Lipe & Dalton
New York
$235K – – –
VAS
1721
Valicenti Advisory Services
New York
$234K – – –
PA
1722
Parkside Advisors
California
$234K +$3.81K +37 +2%
RWM
1723
Ritholtz Wealth Management
New York
$234K +$31.9K +310 +15%
CA
1724
CapWealth Advisors
Tennessee
$232K +$3.09K +30 +1%
HCM
1725
Hilton Capital Management
New York
$230K +$11.8K +115 +5%
67 68
69
70 71