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Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
1326
Okabena Investment Services
Minnesota
$278K – – –
HA
1327
Harbor Advisors
Florida
$277K – – –
TCM
1328
Tradewinds Capital Management
Washington
$277K – – –
RAM
1329
Redmond Asset Management
Virginia
$276K – – –
FA
1330
Faithward Advisors
Pennsylvania
$274K -$3.6K -15 -1%
BFC
1331
Bedel Financial Consulting
Indiana
$274K +$6.24K +26 +3%
BTWM
1332
Baker Tilly Wealth Management
Wisconsin
$273K +$1.68K +7 +0.7%
JSL
1333
JT Stratford LLC
Georgia
$273K +$12.5K +52 +5%
CWC
1334
Carolinas Wealth Consulting
North Carolina
$273K +$90.2K +376 +55%
BJL
1335
Brighton Jones LLC
Washington
$272K -$108K -452 -30%
HR
1336
Howe & Rusling
New York
$272K -$60K -250 -19%
BI
1337
Ballast Inc
Kentucky
$272K -$6.72K -28 -3%
AWA
1338
Arete Wealth Advisors
Illinois
$272K +$253K +1,053 New
LF
1339
Lee Financial
Texas
$271K +$240 +1 +0.1%
RPWA
1340
Regent Peak Wealth Advisors
Georgia
$271K +$10.1K +42 +4%
CCB
1341
Cutter & Co Brokerage
Missouri
$270K +$24.2K +101 +11%
PI
1342
Putnam Investments
Massachusetts
$269K -$960 -4 -0.4%
BC
1343
Burleson & Co
California
$269K – – –
GAG
1344
GM Advisory Group
New York
$269K – – –
AIA
1345
Angeles Investment Advisors
California
$269K +$29K +121 +13%
DCM
1346
Donaldson Capital Management
Indiana
$268K -$2.4K -10 -1%
MWAM
1347
Manhattan West Asset Management
California
$268K +$248K +1,035 New
CMI
1348
Clare Market Investments
Texas
$268K +$248K +1,035 New
RWM
1349
Ritholtz Wealth Management
New York
$267K +$3.36K +14 +1%
HPCM
1350
Hunter Perkins Capital Management
Illinois
$265K – – –
52 53
54
55 56