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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1301
Pacifica Partners
Canada
$287K -$27.3K -105 -9%
AG
1302
Ascent Group
Virginia
$287K -$137K -527 -31%
APP
1303
Avantax Planning Partners
Iowa
$286K +$520 +2 +0.2%
PCM
1304
Poehling Capital Management
Wisconsin
$286K +$40.3K +155 +17%
IF
1305
Intrua Financial
Texas
$286K -$123K -473 -30%
TFF
1306
The Family Firm
Maryland
$286K +$260 +1 +0.1%
NP
1307
NorthRock Partners
Minnesota
$284K +$1.56K +6 +0.6%
HA
1308
Harbor Advisors
Florida
$284K – – –
PSP
1309
Pacific Sage Partners
Washington
$284K – – –
GI
1310
GAMCO Investors
Connecticut
$283K -$91K -350 -25%
RWM
1311
RBA Wealth Management
California
$283K -$3.12K -12 -1%
LWM
1312
LJI Wealth Management
Indiana
$283K – – –
RAM
1313
Redmond Asset Management
Virginia
$283K – – –
P
1314
&Partners
Tennessee
$282K +$277K +1,065 New
RBFC
1315
Roman Butler Fullerton & Co
Missouri
$281K -$8.32K -32 -3%
PWM
1316
Palumbo Wealth Management
New York
$280K -$165K -636 -38%
BI
1317
Ballast Inc
Kentucky
$279K – – –
IIC
1318
Ironwood Investment Counsel
Arizona
$277K +$686K +2,640 New
DCM
1319
Donaldson Capital Management
Indiana
$276K -$5.46K -21 -2%
PIA
1320
Perennial Investment Advisors
California
$276K -$9.36K -36 -3%
SWM
1321
Stockman Wealth Management
Montana
$274K -$12K -46 -4%
AOWM
1322
Alpha Omega Wealth Management
Virginia
$273K -$27.3K -105 -9%
T
1323
TOBAM
France
$273K +$7.54K +29 +3%
CSIC
1324
Clifford Swan Investment Counsel
California
$273K -$9.1K -35 -3%
HPCM
1325
Hunter Perkins Capital Management
Illinois
$272K – – –
51 52
53
54 55