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Name Holding Trade Value Shares
Change 		Change in
Stake
RHFI
2076
Reilly Herbert Faulkner III
$427K -$4.47K -40 -1%
GSIS
2077
Global Strategic Investment Solutions
Arizona
$427K – – –
RGIA
2078
Rainier Group Investment Advisory
Washington
$427K +$23.7K +212 +6%
KTA
2079
Keeley-Teton Advisors
Illinois
$426K +$8.38K +75 +2%
EAM
2080
Evanson Asset Management
California
$426K +$122K +1,094 +40%
FAM
2081
Formidable Asset Management
Ohio
$426K +$1.42M +12,727 New
CF
2082
Corrigan Financial
Rhode Island
$423K +$7.38K +66 +2%
DWM
2083
Dorchester Wealth Management
Quebec, Canada
$422K -$12.9K -115 -3%
OIM
2084
Orca Investment Management
Oregon
$421K -$34.8K -311 -8%
LC
2085
Lindbrook Capital
California
$421K +$97K +868 +30%
CAAS
2086
Capital Asset Advisory Services
Michigan
$419K -$604K -5,402 -59%
PIMG
2087
Patriot Investment Management Group
Tennessee
$419K +$422K +3,775 New
BFG
2088
Barber Financial Group
Kansas
$418K +$50.2K +449 +14%
DP
2089
Dearborn Partners
Illinois
$417K -$17.5K -157 -4%
WA
2090
Waverly Advisors
Alabama
$417K +$36.2K +324 +9%
AF
2091
Alerus Financial
North Dakota
$415K +$18.9K +169 +5%
FLI
2092
Family Legacy Inc
South Carolina
$415K +$44.4K +397 +12%
WCM
2093
Whitener Capital Management
North Carolina
$414K +$40.9K +366 +11%
AIA
2094
Angeles Investment Advisors
California
$413K +$416K +3,719 New
SWM
2095
Segment Wealth Management
Texas
$410K -$17.1K -153 -4%
PFA
2096
Pure Financial Advisors
California
$410K +$6.04K +54 +1%
JWBC
2097
John W. Bristol & Co
New York
$407K – – –
CS
2098
Cannell & Spears
New York
$405K – – –
BW
2099
Biegel & Waller
Maryland
$404K -$4.02K -36 -1%
SIC
2100
Sigma Investment Counselors
Michigan
$402K +$45.9K +411 +13%
82 83
84
85 86