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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
1076
Reik & Co
New York
$223K – – –
OMIC
1077
Old Mission Investment Co
Michigan
$223K +$221K +17,668 New
HWA
1078
Heritage Wealth Advisors
Virginia
$222K +$6.84K +546 +3%
SC
1079
Schubert & Co
Texas
$221K +$2.73K +218 +1%
PCM
1080
Parsons Capital Management
Rhode Island
$217K -$202K -16,151 -48%
SP
1081
Successful Portfolios
Florida
$217K -$7.41K -592 -3%
NHC
1082
Nicholas Hoffman & Company
Georgia
$215K +$4.73K +378 +2%
SWMP
1083
Signature Wealth Management Partners
New Jersey
$215K +$37.6K +3,002 +21%
BRG
1084
Bay Rivers Group
Virginia
$215K +$1.63K +130 +0.8%
SPWM
1085
Straight Path Wealth Management
Michigan
$214K – – –
SC
1086
Sepio Capital
Utah
$214K -$4.17K -333 -2%
BPWM
1087
Badgley Phelps Wealth Managers
Washington
$213K +$212K +16,921 New
NAS
1088
Nicolet Advisory Services
Wisconsin
$213K -$3.32K -265 -2%
QC
1089
QCM Cayman
Texas
$212K +$33.2K +2,648 +19%
MWM
1090
Maripau Wealth Management
Indiana
$212K -$293K -23,377 -58%
CPA
1091
Court Place Advisors
Maryland
$211K -$8.77K -700 -4%
ESBC
1092
E.S. Barr & Co
Kentucky
$210K – – –
NCM
1093
NCM Capital Management
New Jersey
$210K -$23.2K -1,851 -10%
PCP
1094
Proficio Capital Partners
Massachusetts
$210K +$53.6K +4,277 +35%
BCMLT
1095
Beacon Capital Management LLC (Tennessee)
Tennessee
$209K +$6.3K +503 +3%
TLP
1096
Trinity Legacy Partners
Texas
$209K +$6.79K +542 +3%
KMWM
1097
Keudell/Morrison Wealth Management
Oregon
$208K – – –
VC
1098
Vestor Capital
Illinois
$208K – – –
FA
1099
Faithward Advisors
Pennsylvania
$208K +$219K +17,520 New
WP
1100
Westmount Partners
California
$208K -$22.9K -1,825 -10%
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