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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1526
Inverness Counsel
New York
$62K -$35.1K -1,079 -35%
CFD
1527
Creative Financial Designs
Indiana
$62K -$2.76K -85 -4%
ACH
1528
ArrowMark Colorado Holdings
Colorado
$62K – – –
FEG
1529
Fund Evaluation Group
Ohio
$62K – – –
HFRG
1530
Houlihan Financial Resource Group
Virginia
$62K +$45.5K +1,400 New
CSPIA
1531
Cary Street Partners Investment Advisory
Virginia
$62K +$65K +2,001 New
BSA
1532
Bull Street Advisors
Georgia
$62K +$65.3K +2,010 New
CST
1533
Charles Schwab Trust
Nevada
$62K +$65.4K +2,011 New
SIM
1534
Sentry Investment Management
Wisconsin
$61K -$3.22M -99,137 -98%
CA
1535
Centerpoint Advisors
Massachusetts
$60K +$1.92K +59 +3%
BAMG
1536
Brand Asset Management Group
Missouri
$60K +$62.6K +1,926 New
WLPWM
1537
Walled Lake Planning & Wealth Management
Illinois
$59K – – –
PP
1538
PDS Planning
Ohio
$58K -$15.4K -473 -20%
SIM
1539
Sonora Investment Management
Arizona
$58K -$1.04K -32 -2%
TCM
1540
TD Capital Management
Tennessee
$58K – – –
FFA
1541
Founders Financial Alliance
North Carolina
$58K +$55.7K +1,714 New
KFA
1542
Kays Financial Advisory
Georgia
$57K -$6.66K -205 -10%
OIA
1543
Optimum Investment Advisors
Illinois
$56K -$17.4K -536 -23%
NSB
1544
Norway Savings Bank
Maine
$55K -$21.6K -664 -27%
GAM
1545
Gemmer Asset Management
California
$54K -$11K -339 -16%
LC
1546
Lindbrook Capital
California
$54K -$10.6K -327 -16%
GCM
1547
Gables Capital Management
Florida
$54K – – –
SCM
1548
Silvant Capital Management
Georgia
$54K – – –
CCM
1549
Cribstone Capital Management
Maine
$53K -$16.8K -517 -23%
GFPC
1550
Global Financial Private Client
Florida
$52.5K -$5.2K -160 -9%
60 61
62
63 64