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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1226
Elite Wealth Management
Washington
$273K +$291K +1,052 New
SSWM
1227
Sheets Smith Wealth Management
North Carolina
$271K – – –
BC
1228
Burleson & Co
California
$270K – – –
DCM
1229
Donaldson Capital Management
Indiana
$269K – – –
LF
1230
Lee Financial
Texas
$269K – – –
BA
1231
Ballew Advisors
Mississippi
$269K +$304K +1,097 New
GDP
1232
Great Diamond Partners
Maine
$268K -$171K -616 -37%
MCCP
1233
Mission Creek Capital Partners
California
$268K – – –
ACP
1234
Aviance Capital Partners
Florida
$268K +$13.8K +50 +5%
RPWA
1235
Regent Peak Wealth Advisors
Georgia
$268K +$16.9K +61 +6%
GWA
1236
GGM Wealth Advisors
Maryland
$268K +$294K +1,063 New
HPCM
1237
Hunter Perkins Capital Management
Illinois
$266K – – –
RA
1238
RFG Advisory
Alabama
$265K -$78.7K -284 -21%
BTWM
1239
Baker Tilly Wealth Management
Wisconsin
$265K +$283K +1,020 New
BFC
1240
Bedel Financial Consulting
Indiana
$263K -$32.7K -118 -10%
RMAM
1241
Raab & Moskowitz Asset Management
New Jersey
$263K – – –
VIA
1242
Vident Investment Advisory
Georgia
$261K -$1.94K -7 -0.7%
TCM
1243
Tradewinds Capital Management
Washington
$261K – – –
BCM
1244
Bienville Capital Management
New York
$260K – – –
CM
1245
Castleark Management
Illinois
$260K – – –
ESBC
1246
E.S. Barr & Co
Kentucky
$260K – – –
NG
1247
NatWest Group
United Kingdom
$260K – – –
PMFA
1248
Plante Moran Financial Advisors
Michigan
$260K – – –
WMC
1249
Westwood Management Corporation
Illinois
$260K – – –
OCM
1250
Orchard Capital Management
Illinois
$260K +$277K +1,000 New
48 49
50
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