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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1901
Miles Capital
Iowa
$419K +$160K +3,364 +72%
AW
1902
Alpha Windward
Massachusetts
$418K -$11.4K -239 -3%
BFO
1903
Biltmore Family Office
North Carolina
$418K – – –
AAM
1904
AMI Asset Management
California
$417K – – –
DLG
1905
Daniel L. Goodwin
$416K – – –
OFG
1906
OmniStar Financial Group
North Carolina
$414K -$153K -3,216 -29%
SWA
1907
SFMG Wealth Advisors
Texas
$414K -$39.6K -834 -9%
FP
1908
Foundry Partners
Minnesota
$411K -$87.1K -1,833 -19%
BONST
1909
Bank of Nova Scotia Trust
Ontario, Canada
$411K – – –
DWM
1910
Dynasty Wealth Management
Florida
$410K -$48.9K -1,028 -12%
MF
1911
Magnetar Financial
Illinois
$409K +$373K +7,849 New
NPPM
1912
North Point Portfolio Managers
Ohio
$406K – – –
GIM
1913
Greylin Investment Management
Virginia
$396K +$13.1K +275 +4%
CYG
1914
Clean Yield Group
Vermont
$395K -$214K -4,505 -37%
MWM
1915
Mascoma Wealth Management
New Hampshire
$392K +$26.1K +550 +8%
BCM
1916
Brasada Capital Management
Texas
$391K +$356K +7,500 New
NPF
1917
Norris Perne & French
Michigan
$390K -$21.3K -449 -6%
GEA
1918
Glen Eagle Advisors
New Jersey
$388K +$665 +14 +0.2%
HHGA
1919
Halbert Hargrove Global Advisors
California
$385K -$3.71K -78 -1%
IOOF
1920
Independent Order of Foresters
Ontario, Canada
$382K -$4.75K -100 -1%
DW
1921
Domani Wealth
Pennsylvania
$382K +$68K +1,430 +24%
BPCE
1922
Bank Pictet & Cie (Europe)
Germany
$380K -$219K -4,600 -39%
MWM
1923
Meridian Wealth Management
Kentucky
$376K +$75.7K +1,592 +28%
RIS
1924
Retirement Income Solutions
Michigan
$375K -$53.7K -1,129 -14%
PMG
1925
ProVise Management Group
Florida
$372K -$34.4K -723 -9%
75 76
77
78 79