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Name Holding Trade Value Shares
Change 		Change in
Stake
HRIA
1251
Haberer Registered Investment Advisor
Ohio
$218K -$19.8K -231 -9%
HHGA
1252
Halbert Hargrove Global Advisors
California
$218K +$204K +2,378 New
ACM
1253
Alta Capital Management
Utah
$216K -$30.7K -358 -13%
SFA
1254
Sequoia Financial Advisors
Ohio
$216K -$17.8K -207 -8%
FANJ
1255
Financial Architects (New Jersey)
New Jersey
$215K +$62.8K +732 +45%
BCM
1256
Birmingham Capital Management
Alabama
$211K +$197K +2,296 New
WA
1257
WealthTrust Axiom
Pennsylvania
$211K +$197K +2,300 New
AL
1258
Aspiriant LLC
California
$211K +$198K +2,303 New
MIAN
1259
Mariner Independent Advisor Network
Kansas
$210K -$20K -233 -9%
BRWM
1260
B. Riley Wealth Management
Tennessee
$209K -$306K -3,565 -61%
CCM
1261
Carderock Capital Management
Maryland
$209K +$195K +2,275 New
BBI
1262
Baxter Bros Inc
Connecticut
$209K +$196K +2,282 New
GSC
1263
Ground Swell Capital
South Carolina
$208K +$59.4K +692 +44%
CL
1264
CFS LLC
Oklahoma
$207K +$82.6K +963 +75%
WRM
1265
Westport Resources Management
Connecticut
$205K – – –
WCM
1266
Windward Capital Management
California
$204K +$191K +2,222 New
FPCG
1267
Fort Pitt Capital Group
Pennsylvania
$203K +$189K +2,209 New
PAG
1268
Pinnacle Advisory Group
Maryland
$203K +$190K +2,215 New
HS
1269
Huntington Steele
Pennsylvania
$203K +$190K +2,218 New
CCT
1270
Country Club Trust
Missouri
$201K +$187K +2,181 New
TSWM
1271
Triangle Securities Wealth Management
North Carolina
$200K +$187K +2,181 New
RFA
1272
Reilly Financial Advisors
California
$187K -$13.4K -156 -7%
JFA
1273
JNBA Financial Advisors
Minnesota
$187K +$79.8K +930 +83%
CWM
1274
Cranbrook Wealth Management
Michigan
$186K – – –
EWM
1275
Edge Wealth Management
New York
$171K +$38.9K +453 +32%
49 50
51
52 53