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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1226
BerganKDV Wealth Management
Minnesota
$275K +$14.1K +51 +5%
CMBA
1227
C.M. Bidwell & Associates
Hawaii
$274K +$39.9K +144 +16%
FRM
1228
Fox Run Management
Connecticut
$274K +$292K +1,054 New
EWM
1229
Elite Wealth Management
Washington
$273K +$291K +1,052 New
SSWM
1230
Sheets Smith Wealth Management
North Carolina
$271K – – –
BC
1231
Burleson & Co
California
$270K – – –
DCM
1232
Donaldson Capital Management
Indiana
$269K – – –
LF
1233
Lee Financial
Texas
$269K – – –
BA
1234
Ballew Advisors
Mississippi
$269K +$304K +1,097 New
GDP
1235
Great Diamond Partners
Maine
$268K -$171K -616 -37%
MCCP
1236
Mission Creek Capital Partners
California
$268K – – –
ACP
1237
Aviance Capital Partners
Florida
$268K +$13.8K +50 +5%
RPWA
1238
Regent Peak Wealth Advisors
Georgia
$268K +$16.9K +61 +6%
GWA
1239
GGM Wealth Advisors
Maryland
$268K +$294K +1,063 New
HPCM
1240
Hunter Perkins Capital Management
Illinois
$266K – – –
RA
1241
RFG Advisory
Alabama
$265K -$78.7K -284 -21%
BTWM
1242
Baker Tilly Wealth Management
Wisconsin
$265K +$283K +1,020 New
BFC
1243
Bedel Financial Consulting
Indiana
$263K -$32.7K -118 -10%
RMAM
1244
Raab & Moskowitz Asset Management
New Jersey
$263K – – –
VIA
1245
Vident Investment Advisory
Georgia
$261K -$1.94K -7 -0.7%
TCM
1246
Tradewinds Capital Management
Washington
$261K – – –
BCM
1247
Bienville Capital Management
New York
$260K – – –
CM
1248
Castleark Management
Illinois
$260K – – –
ESBC
1249
E.S. Barr & Co
Kentucky
$260K – – –
NG
1250
NatWest Group
United Kingdom
$260K – – –
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