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Name Holding Trade Value Shares
Change 		Change in
Stake
BOH
926
Bank of Hawaii
Hawaii
$489K -$219K -11,878 -34%
VCM
927
Virtue Capital Management
Tennessee
$489K -$3.68K -200 -0.8%
KCM
928
KRS Capital Management
Michigan
$489K +$434K +23,577 New
LA
929
Latitude Advisors
Florida
$485K +$25.9K +1,405 +6%
TC
930
TAP Consulting
Missouri
$485K +$429K +23,327 New
RA
931
RFG Advisory
Alabama
$484K +$2.15K +117 +0.5%
CWP
932
Concord Wealth Partners
Virginia
$484K +$269K +14,620 +169%
IP
933
Investment Partners
Ohio
$483K -$212K -11,499 -33%
EFS
934
Essex Financial Services
Connecticut
$483K +$101K +5,476 +31%
CAC
935
Certified Advisory Corp
Florida
$479K -$9.72K -528 -2%
GI
936
Gradient Investments
Minnesota
$479K +$152K +8,272 +56%
RPWA
937
Regent Peak Wealth Advisors
Georgia
$478K +$13.9K +755 +3%
NL
938
NKCFO LLC
Illinois
$478K +$423K +23,000 New
CSIC
939
Clifford Swan Investment Counsel
California
$477K +$313 +17 +0.1%
CPO
940
Cerity Partners OCIO
New York
$477K +$79K +4,295 +23%
SXL
941
Summit X LLC
Missouri
$475K -$517K -28,083 -55%
CC
942
Courier Capital
New York
$474K – – –
PFPT
943
Pinnacle Financial Partners (Tennessee)
Tennessee
$474K +$61.4K +3,339 +17%
PAS
944
Park Avenue Securities
New York
$473K +$126K +6,864 +43%
ASFA
945
All Season Financial Advisors
Colorado
$472K -$6.77K -368 -2%
VC
946
Vicus Capital
Pennsylvania
$472K +$421K +22,869 New
PG
947
Prostatis Group
Maryland
$471K +$8.5K +462 +2%
OWIM
948
Old West Investment Management
California
$470K – – –
GWM
949
Greenhouse Wealth Management
Connecticut
$470K +$2.1K +114 +0.5%
SWM
950
Sugarloaf Wealth Management
Georgia
$470K +$3.22K +175 +0.8%
36 37
38
39 40