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Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
2301
Paragon Wealth Strategies
Florida
$612K -$212K -668 -26%
SFI
2302
SPC Financial Inc
Maryland
$611K -$51.2K -161 -8%
BA
2303
Ballast Advisors
Minnesota
$610K -$9.86K -31 -2%
OA
2304
Oxbow Advisors
Texas
$609K – – –
TI
2305
Truepoint Inc
Ohio
$609K +$9.22K +29 +2%
ECM
2306
Elgethun Capital Management
South Dakota
$608K +$3.18K +10 +0.5%
CCA
2307
Clearwater Capital Advisors
Illinois
$607K – – –
SIAG
2308
Safeguard Investment Advisory Group
California
$605K -$39.1K -123 -6%
CIS
2309
Connors Investor Services
Pennsylvania
$605K – – –
AA
2310
Apriem Advisors
California
$604K -$416K -1,308 -41%
ACM
2311
Alpha Capital Management
Texas
$604K -$60.8K -191 -9%
CP
2312
Coho Partners
Pennsylvania
$602K -$1.27K -4 -0.2%
BG
2313
Benedetti & Gucer
Georgia
$601K -$1.14M -3,583 -66%
BFA
2314
Beacon Financial Advisory
Ohio
$600K +$4.45K +14 +0.7%
RWRC
2315
R.W. Roge & Company
New York
$599K – – –
WFG
2316
Wills Financial Group
Virginia
$599K +$75.1K +236 +14%
AP
2317
Americana Partners
Texas
$596K +$3.82K +12 +0.6%
PAS
2318
Professional Advisory Services
Florida
$596K +$21.9K +69 +4%
HCM
2319
Hilton Capital Management
New York
$595K +$593K +1,865 New
QCIG
2320
Quad-Cities Investment Group
Iowa
$594K -$44.8K -141 -7%
SIA
2321
Soltis Investment Advisors
Utah
$590K +$224K +703 +61%
AWAP
2322
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$589K +$15.6K +49 +3%
FFA
2323
Freedman Financial Associates
Massachusetts
$588K – – –
OIM
2324
Oder Investment Management
California
$586K -$636 -2 -0.1%
EDRIA
2325
Edmonds Duncan Registered Investment Advisors
Kansas
$585K – – –
91 92
93
94 95