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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1751
Ballast Inc
Kentucky
$354K +$322K +1,867 New
GCA
1752
Gradient Capital Advisors
California
$354K +$323K +1,869 New
LF
1753
Lee Financial
Texas
$353K -$57.3K -332 -15%
GCP
1754
GSA Capital Partners
United Kingdom
$351K +$320K +1,853 New
CHA
1755
Cedar Hill Associates
Illinois
$350K -$96.1K -557 -23%
OC
1756
Oarsman Capital
Wisconsin
$350K -$1.73K -10 -0.5%
NEGWA
1757
New England Guild Wealth Advisors
Connecticut
$350K +$319K +1,848 New
SAM
1758
Silphium Asset Management
United Kingdom
$347K +$316K +1,830 New
HA
1759
Hamel Associates
New Jersey
$346K – – –
SQA
1760
Simon Quick Advisors
New Jersey
$346K +$67.3K +390 +29%
LBC
1761
Lawrence B. Cohen
$344K +$3.11K +18 +1%
SFM
1762
Signature Financial Management
Virginia
$343K -$406K -2,354 -57%
ACM
1763
Alta Capital Management
Utah
$343K -$6.04K -35 -2%
DFIG
1764
Dragon Financial & Investment Group
California
$343K +$312K +1,810 New
WGCA
1765
Wolf Group Capital Advisors
Virginia
$342K +$311K +1,804 New
NFG
1766
Nations Financial Group
Iowa
$341K +$28.1K +163 +10%
FPCM
1767
Financial Partners Capital Management
New York
$337K – – –
BONST
1768
Bank of Nova Scotia Trust
Ontario, Canada
$336K -$114K -660 -27%
PWS
1769
Paragon Wealth Strategies
Florida
$335K +$1.04K +6 +0.3%
AIP
1770
Almanack Investment Partners
Pennsylvania
$334K +$51.1K +296 +20%
FAT
1771
First American Trust
California
$333K +$24.2K +140 +9%
CA
1772
Cornerstone Advisory
Maryland
$332K -$244K -1,413 -45%
GIM
1773
Goelzer Investment Management
Indiana
$332K – – –
RWA
1774
RGT Wealth Advisors
Texas
$332K +$302K +1,751 New
AC
1775
AFAM Capital
Texas
$330K -$10.4K -60 -3%
69 70
71
72 73