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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
976
Watershed Asset Management
California
$263K +$11.5K +882 +4%
TWP
977
Total Wealth Planning
Ohio
$262K +$274K +21,113 New
BCMLT
978
Beacon Capital Management LLC (Tennessee)
Tennessee
$261K – – –
KC
979
Kades & Cheifetz
Pennsylvania
$261K -$51.2K -3,946 -16%
CIP
980
Capital Insight Partners
Arizona
$261K – – –
FNT
981
First National Trust
Pennsylvania
$260K -$27.5K -2,121 -9%
OR
982
Olympiad Research
Connecticut
$260K +$272K +20,927 New
PCM
983
Prelude Capital Management
New York
$260K +$272K +20,927 New
DMBA
984
Deseret Mutual Benefit Administrators
Utah
$260K -$9.6K -739 -3%
OL
985
Owen LaRue
Kentucky
$260K -$272K -20,957 -50%
SC
986
Syon Capital
California
$259K +$271K +20,834 New
BJL
987
Brighton Jones LLC
Washington
$258K -$52.9K -4,076 -16%
NAM
988
NorthCrest Asset Manangement
Minnesota
$257K -$13.8K -1,066 -5%
RPWA
989
Regent Peak Wealth Advisors
Georgia
$256K +$4.67K +360 +2%
FFA
990
First Foundation Advisors
California
$255K -$2.29K -176 -0.9%
QCG
991
Quadrant Capital Group
Ohio
$254K -$19K -1,467 -7%
MP
992
McDonald Partners
Ohio
$254K -$13.3K -1,027 -5%
CCG
993
Coastwise Capital Group
California
$253K +$2.4K +185 +0.9%
BB
994
Busey Bank
Illinois
$253K +$19.6K +1,512 +8%
GI
995
Gradient Investments
Minnesota
$253K +$5.36K +413 +2%
MSWM
996
McGlone Suttner Wealth Management
Wisconsin
$252K +$29.6K +2,278 +13%
WAM
997
Walker Asset Management
Missouri
$252K +$130 +10 +0%
SC
998
Shay Capital
New York
$250K +$261K +20,110 New
FMTC
999
Farmers & Merchants Trust Company
California
$250K -$85.6K -6,596 -25%
CS
1000
Comerica Securities
Michigan
$250K -$20.4K -1,572 -7%
38 39
40
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