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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1901
Coho Partners
Pennsylvania
$225K -$90.3K -850 -28%
IAM
1902
ICM Asset Management
Washington
$225K – – –
VCM
1903
Virtue Capital Management
Tennessee
$225K +$154K +1,448 +181%
SCG
1904
Sonata Capital Group
Washington
$224K – – –
LFA
1905
Legacy Financial Advisors
Kentucky
$224K +$2.66K +25 +1%
WBC
1906
West Branch Capital
Massachusetts
$224K +$237K +2,235 New
CAL
1907
Capital Analysts LLC
Pennsylvania
$223K -$125K -1,178 -35%
SFWA
1908
Summit Financial Wealth Advisors
Louisiana
$223K -$5.31K -50 -2%
PO
1909
Private Ocean
California
$222K +$20.1K +189 +9%
AIS
1910
American Investment Services
Massachusetts
$221K -$1.28M -12,075 -85%
CA
1911
Capital Advantage
California
$221K -$5.95K -56 -2%
SFS
1912
Summit Financial Strategies
Ohio
$221K -$2.44K -23 -1%
BBNB
1913
Baker Boyer National Bank
Washington
$221K +$3.72K +35 +2%
TIM
1914
Tortoise Investment Management
New York
$220K -$2.34K -22 -1%
HH
1915
Hilltop Holdings
Texas
$219K -$383K -3,603 -62%
NQWM
1916
Northwest Quadrant Wealth Management
Oregon
$219K – – –
SMH
1917
Sanders Morris Harris
Texas
$219K +$7.97K +75 +4%
VCM
1918
Vivaldi Capital Management
Illinois
$219K +$232K +2,181 New
PBO
1919
Peoples Bank (Ohio)
Ohio
$218K +$18.6K +175 +9%
ID
1920
Integral Derivatives
New York
$217K -$253K -2,383 -52%
CHP
1921
Cable Hill Partners
Oregon
$217K – – –
JSA
1922
Jacobson & Schmitt Advisors
Wisconsin
$217K +$319 +3 +0.1%
AWMG
1923
Alliance Wealth Management Group
New Jersey
$217K +$8.29K +78 +4%
AA
1924
Alesco Advisors
New York
$216K -$2.44K -23 -1%
GCP
1925
GSA Capital Partners
United Kingdom
$215K -$833K -7,843 -79%
75 76
77
78 79