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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1226
MTM Investment Management
South Carolina
$321K – – –
QI
1227
Qtron Investments
Massachusetts
$321K +$302K +1,415 New
HSA
1228
HBK Sorce Advisory
Pennsylvania
$319K -$340K -1,593 -53%
SAF
1229
Smith Anglin Financial
Texas
$319K -$54.2K -254 -15%
STA
1230
Summit Trail Advisors
New York
$319K +$55.5K +260 +23%
PWPS
1231
Pinnacle Wealth Planning Services
Ohio
$319K +$93.5K +438 +45%
WAM
1232
WFA Asset Management
Wisconsin
$318K +$854 +4 +0.3%
BEAM
1233
Baker Ellis Asset Management
Washington
$317K – – –
CCG
1234
Cypress Capital Group
Florida
$317K – – –
SWM
1235
Shelton Wealth Management
Texas
$314K -$35.9K -168 -11%
SS
1236
Simplicity Solutions
Minnesota
$312K +$84.9K +398 +41%
VST
1237
Van Strum & Towne
California
$309K – – –
DP
1238
Dearborn Partners
Illinois
$309K +$19.8K +93 +7%
MIC
1239
Means Investment Company
Maine
$309K +$50.1K +235 +21%
WTB
1240
Washington Trust Bank
Washington
$309K +$84.5K +396 +41%
AHB
1241
Abner Herrman & Brock
New Jersey
$308K -$2.31M -10,805 -89%
AF
1242
Arrow Financial
New York
$308K -$774K -3,625 -73%
FA
1243
FDx Advisors
Illinois
$308K +$19.4K +91 +7%
HA
1244
HYA Advisors
Missouri
$307K -$63.6K -298 -18%
CPIG
1245
Chicago Partners Investment Group
Illinois
$307K -$21.1K -99 -7%
BFA
1246
Beaumont Financial Advisors
Massachusetts
$307K +$1.28K +6 +0.4%
DI
1247
Disciplined Investments
Oklahoma
$307K +$107K +503 +59%
GRP
1248
Global Retirement Partners
California
$305K +$12.6K +59 +5%
AOWM
1249
Alpha Omega Wealth Management
Virginia
$303K – – –
LI
1250
Lafayette Investments
Maryland
$302K -$267K -1,250 -48%
48 49
50
51 52