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Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
1876
Red Door Wealth Management
Tennessee
$262K – – –
SWK
1877
Stephen W. Kidder
$261K -$193K -1,142 -45%
CIP
1878
Convergence Investment Partners
Florida
$261K -$66.6K -393 -22%
TCM
1879
Tang Capital Management
California
$261K – – –
VIM
1880
Vista Investment Management
Pennsylvania
$259K -$2.03K -12 -0.9%
CWM
1881
Castle Wealth Management
Florida
$259K – – –
DWM
1882
Dopkins Wealth Management
New York
$259K -$113K -666 -33%
KFC
1883
Klingenstein Fields & Co
New York
$259K – – –
BCM
1884
BluePath Capital Management
Georgia
$259K +$14.7K +87 +7%
MYIA
1885
Mount Yale Investment Advisors
Colorado
$259K -$285K -1,682 -55%
TB
1886
Terril Brothers
Missouri
$258K – – –
PFS
1887
Physicians Financial Services
North Carolina
$258K – – –
SI
1888
Saxon Interests
Texas
$258K +$5.25K +31 +2%
LA
1889
Lifeworks Advisors
Michigan
$258K +$232K +1,368 New
BA
1890
Bristlecone Advisors
Washington
$258K +$16.9K +100 +8%
KAS
1891
KPP Advisory Services
Kentucky
$258K – – –
LFA
1892
Level Financial Advisors
New York
$258K – – –
FCG
1893
Fielder Capital Group
Tennessee
$257K – – –
SIAG
1894
Safeguard Investment Advisory Group
California
$256K -$4.74K -28 -2%
NB
1895
Nicolet Bankshares
Wisconsin
$256K -$15.8K -93 -6%
LSA
1896
L & S Advisors
California
$256K +$2.03K +12 +0.9%
LMKC
1897
L.M. Kohn & Company
Ohio
$255K +$229K +1,353 New
KCPG
1898
Kavar Capital Partners Group
Kansas
$255K – – –
TA
1899
TFG Advisers
Michigan
$254K -$29.7K -175 -11%
WI
1900
Wintrust Investments
Illinois
$254K -$2.11M -12,426 -90%
74 75
76
77 78