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Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
1401
Blue Trust Inc
Georgia
$223K +$128K +492 +120%
VV
1402
Verity & Verity
South Carolina
$223K – – –
RTC
1403
Riverview Trust Company
Washington
$220K – – –
EW
1404
Evoke Wealth
California
$220K +$215K +826 New
EAM
1405
Evanson Asset Management
California
$220K – – –
CIP
1406
Capital Insight Partners
Arizona
$219K – – –
RPCONE
1407
Retirement Planning Company of New England
Rhode Island
$219K – – –
FMI
1408
F/M Investments
District of Columbia
$219K – – –
FPCP
1409
Fort Point Capital Partners
California
$218K +$214K +823 New
IAMOG
1410
Investors Asset Management of Georgia
Georgia
$217K – – –
SIA
1411
Schechter Investment Advisors
Michigan
$217K -$13.5K -52 -6%
BFM
1412
Boston Financial Management
Massachusetts
$216K – – –
NB
1413
NBT Bank
New York
$215K -$780 -3 -0.4%
PMG
1414
ProVise Management Group
Florida
$215K – – –
SAM
1415
Sawgrass Asset Management
Florida
$215K +$211K +810 New
CAM
1416
Cozad Asset Management
Illinois
$213K +$209K +804 New
CFGS
1417
Concourse Financial Group Securities
Alabama
$213K -$16.4K -63 -7%
SHFA
1418
SC&H Financial Advisors
Maryland
$213K +$209K +803 New
AI
1419
Accredited Investors
Minnesota
$212K +$208K +802 New
GLA
1420
Good Life Advisors
Pennsylvania
$212K -$4.68K -18 -2%
BAM
1421
Bellevue Asset Management
Washington
$212K +$260 +1 +0.1%
CFG
1422
CKW Financial Group
Hawaii
$212K – – –
PL
1423
Perpetual Ltd
Australia
$212K -$130K -500 -38%
AT
1424
Avalon Trust
New Mexico
$212K – – –
MFC
1425
Mechanics Financial Corp
Ohio
$212K – – –
55 56
57
58 59