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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1776
Destination Wealth Management
California
$594K -$273K -5,140 -30%
KA
1777
Kaizen Advisory
Illinois
$593K +$395K +7,440 +166%
AIS
1778
American Investment Services
Massachusetts
$592K +$2.44K +46 +0.4%
PSC
1779
Prentiss Smith & Co
Vermont
$590K -$195K -3,670 -24%
AAC
1780
Asset Advisors Corp
Georgia
$587K – – –
CPSAC
1781
Chas P. Smith & Associates (CPS)
Florida
$587K +$39.6K +745 +7%
JIP
1782
Jaffetilchin Investment Partners
Florida
$586K +$112K +2,112 +22%
UF
1783
Univest Financial
Pennsylvania
$577K -$31.5K -593 -5%
FIM
1784
Fruth Investment Management
Texas
$576K – – –
SMFS
1785
Squar Milner Financial Services
California
$576K +$9.29K +175 +2%
MIP
1786
Marietta Investment Partners
Wisconsin
$573K – – –
AIM
1787
Advantage Investment Management
Iowa
$571K -$1.17M -22,098 -66%
SCM
1788
Silvant Capital Management
Georgia
$571K – – –
PIA
1789
Pinion Investment Advisors
Kansas
$570K +$3.45K +65 +0.6%
SIC
1790
Sigma Investment Counselors
Michigan
$563K -$6.11K -115 -1%
NIM
1791
NuWave Investment Management
New Jersey
$563K +$601K +11,316 New
B
1792
Brightworth
Georgia
$560K -$482K -9,069 -45%
PAM
1793
Peak Asset Management
Colorado
$557K – – –
CA
1794
Cornerstone Advisory
Maryland
$556K -$10.1K -191 -2%
BCWM
1795
Blue Chip Wealth Management
Florida
$553K -$4.57K -86 -0.8%
WA
1796
WealthTrust-Arizona
Arizona
$552K -$10.7K -201 -2%
EDRIA
1797
Edmonds Duncan Registered Investment Advisors
Kansas
$552K +$1.33K +25 +0.2%
WIP
1798
Wellesley Investment Partners
Massachusetts
$550K +$3.5K +66 +0.6%
BIC
1799
Beach Investment Counsel
Pennsylvania
$547K – – –
PWW
1800
Pettyjohn Wood & White
Virginia
$540K +$75.7K +1,425 +15%
70 71
72
73 74