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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1751
Capital Planning Advisors
California
$246K +$975 +10 +0.4%
ACP
1752
Aveo Capital Partners
Colorado
$245K +$229K +2,350 New
FIM
1753
Fernwood Investment Management
Massachusetts
$241K +$2.44K +25 +1%
GBBWRPM
1754
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$240K +$52.7K +541 +31%
VAS
1755
Valicenti Advisory Services
New York
$239K – – –
SFWA
1756
Summit Financial Wealth Advisors
Louisiana
$239K +$12K +123 +6%
CIP
1757
Capital Insight Partners
Arizona
$238K +$223K +2,285 New
OMC
1758
Overbrook Management Corp
New York
$237K – – –
KFS
1759
Kurt F. Somerville
$236K – – –
CPC
1760
Cookson Peirce & Co
Pennsylvania
$236K +$221K +2,264 New
DE
1761
Day & Ennis
Georgia
$236K +$221K +2,268 New
IFAM
1762
Institutional & Family Asset Management
Colorado
$235K +$1.27K +13 +0.6%
SCA
1763
Stillwater Capital Advisors
Pennsylvania
$234K – – –
FNBSF
1764
First National Bank Sioux Falls
South Dakota
$232K – – –
TIM
1765
Tortoise Investment Management
New York
$232K – – –
BJL
1766
Brighton Jones LLC
Washington
$232K -$1.09M -11,205 -83%
GCAC
1767
Guardian Capital Advisors (Canada)
Ontario, Canada
$230K +$209K +2,145 New
WA
1768
Waverly Advisors
Alabama
$230K +$215K +2,204 New
WG
1769
Welch Group
Alabama
$229K -$147K -1,508 -41%
HW
1770
Hancock Whitney
Mississippi
$229K -$77.4K -794 -27%
AWMG
1771
Alliance Wealth Management Group
New Jersey
$229K – – –
NPF
1772
Norris Perne & French
Michigan
$229K +$214K +2,195 New
CIP
1773
Convergence Investment Partners
Florida
$228K -$31.1K -319 -13%
CCM
1774
Cribstone Capital Management
Maine
$228K -$4.58K -47 -2%
MCM
1775
Marathon Capital Management
Maryland
$228K – – –
69 70
71
72 73