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Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
726
Certified Advisory Corp
Florida
$952K +$154K +2,305 +19%
WP
727
WMS Partners
Maryland
$950K +$6.67K +100 +0.7%
SIC
728
SFE Investment Counsel
California
$945K +$304K +4,561 +48%
ATFA
729
All Terrain Financial Advisors
Minnesota
$943K – – –
OPCM
730
Osborne Partners Capital Management
California
$940K +$1.53K +23 +0.2%
VIA
731
Vident Investment Advisory
Georgia
$937K +$348K +5,220 +60%
WAM
732
Wolverine Asset Management
Illinois
$935K -$719K -10,769 -44%
BCFD
733
Boit C.F. David
$935K +$930K +13,943 New
AIM
734
Anchor Investment Management
South Carolina
$928K +$49.1K +736 +6%
BAM
735
Belpointe Asset Management
Nevada
$928K +$33.5K +502 +4%
NSIM
736
North Star Investment Management
Illinois
$925K +$27.6K +413 +3%
EWM
737
Endurance Wealth Management
Rhode Island
$924K – – –
CIAS
738
Capital Investment Advisory Services
North Carolina
$919K +$9.27K +139 +1%
CFA
739
Carroll Financial Associates
North Carolina
$915K -$32.2K -482 -3%
FLPIM
740
F.L. Putnam Investment Management
Massachusetts
$915K +$57.2K +858 +7%
PA
741
Parallel Advisors
California
$915K +$126K +1,890 +16%
SC
742
Schulhoff & Co
Ohio
$911K +$467 +7 +0.1%
S
743
SignatureFD
Georgia
$909K +$133K +1,997 +17%
KA
744
Klingman & Associates
New York
$907K +$4.14K +62 +0.5%
SCM
745
Southport Capital Management
Tennessee
$905K -$21.8K -326 -2%
SCM
746
Stonehearth Capital Management
Massachusetts
$905K -$2.47K -37 -0.3%
ANRIA
747
American National Registered Investment Advisor
Texas
$904K -$5K -75 -0.6%
IP
748
Intellectus Partners
California
$903K -$18.7K -280 -2%
QSS
749
Quantitative Systematic Strategies
Florida
$897K -$88.1K -1,320 -9%
SP
750
Symmetry Partners
Connecticut
$897K – – –
28 29
30
31 32