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Name Holding Trade Value Shares
Change 		Change in
Stake
JA
1801
JOYN Advisors
Georgia
$793K -$25.6K -432 -3%
EHWM
1802
Eads & Heald Wealth Management
Georgia
$791K -$10.9K -184 -1%
WIA
1803
Westbourne Investment Advisors
Maryland
$790K – – –
SFSIG
1804
San Francisco Sentry Investment Group
California
$786K +$380K +6,432 +80%
GWM
1805
Gray Wealth Management
Maine
$786K +$858K +14,506 New
AIA
1806
Angeles Investment Advisors
California
$785K -$20K -338 -3%
AAM
1807
Aureus Asset Management
Massachusetts
$785K -$8.64K -146 -1%
BAAM
1808
Baker Avenue Asset Management
California
$784K -$122K -2,069 -12%
PPP
1809
Private Portfolio Partners
New Jersey
$780K -$57.4K -970 -6%
WWM
1810
Western Wealth Management
Colorado
$779K -$287K -4,858 -25%
XS
1811
XR Securities
Illinois
$779K +$851K +14,388 New
TPW
1812
TL Private Wealth
Texas
$774K +$10.1K +170 +1%
SW
1813
SlateStone Wealth
Florida
$774K +$23.1K +391 +3%
HL
1814
HeadInvest LLC
Maine
$774K +$150K +2,535 +22%
CMA
1815
Cedar Mountain Advisors
Oregon
$774K +$846K +14,295 New
SWRP
1816
Summit Wealth & Retirement Planning
California
$772K +$7.69K +130 +0.9%
TPWA
1817
TRUE Private Wealth Advisors
Oregon
$771K -$407K -6,885 -33%
HB
1818
Horizon Bancorp
Indiana
$771K -$333K -5,623 -28%
ACM
1819
Advisors Capital Management
New Jersey
$769K +$98.3K +1,661 +13%
RIM
1820
Redwood Investment Management
Arizona
$766K -$224K -3,779 -21%
CC
1821
Cognios Capital
Kansas
$766K +$127K +2,151 +18%
AMC
1822
Asset Management Corp
Illinois
$765K +$114K +1,933 +16%
WAAG
1823
Wealth Alliance Advisory Group
Kansas
$762K +$27.9K +472 +3%
TI
1824
Truepoint Inc
Ohio
$760K -$63.5K -1,074 -7%
AWM
1825
Aberdeen Wealth Management
Illinois
$757K – – –
71 72
73
74 75