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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1001
IFP Advisors
Florida
$5.29M -$287K -891 -5%
CRB
1002
Chad R. Baker
$5.27M +$24.1K +75 +0.4%
HI
1003
Horizon Investments
North Carolina
$5.26M +$175K +545 +3%
WMSA
1004
Weiss Multi-Strategy Advisers
New York
$5.26M +$5.6M +17,401 New
AAMA
1005
Advanced Asset Management Advisors
Ohio
$5.25M – – –
FPGT
1006
Financial Partners Group (Tennessee)
Tennessee
$5.24M -$472K -1,469 -8%
MWA
1007
Meridian Wealth Advisors
Texas
$5.23M +$84.6K +263 +2%
GWM
1008
Geneos Wealth Management
Colorado
$5.22M +$53.7K +167 +1%
IEFM
1009
IQ EQ Fund Management
Ireland
$5.21M +$62.1K +193 +1%
CNBT
1010
Canandaigua National Bank & Trust
New York
$5.21M +$65.9K +205 +1%
AWM
1011
Avior Wealth Management
Nebraska
$5.2M +$94.9K +295 +2%
HIC
1012
Holderness Investments Company
North Carolina
$5.2M -$110K -341 -2%
AWM
1013
Affinity Wealth Management
Delaware
$5.19M +$89.4K +278 +2%
VC
1014
Vestor Capital
Illinois
$5.18M -$93.3K -290 -2%
SEEDPG
1015
S.E.E.D. Planning Group
New York
$5.18M -$917K -2,851 -14%
PSP
1016
Principal Street Partners
Tennessee
$5.16M +$1.84M +5,713 +50%
CRI
1017
Commonwealth Retirement Investments
Virginia
$5.12M +$199K +620 +4%
BL
1018
BFSG LLC
California
$5.11M +$188K +585 +4%
OCM
1019
Orleans Capital Management
Louisiana
$5.11M -$3.22K -10 -0.1%
RSS
1020
Rosenblum Silverman Sutton
California
$5.11M -$60.5K -188 -1%
NHT
1021
New Hampshire Trust
New Hampshire
$5.1M -$132K -409 -2%
BCM
1022
BTC Capital Management
Iowa
$5.09M +$288K +894 +6%
GI
1023
GS Investments
Minnesota
$5.08M -$8.36K -26 -0.2%
S
1024
SimplyRich
California
$5.08M – – –
CRC
1025
Curi RMB Capital
Illinois
$5.07M +$63.4K +197 +1%
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