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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2101
Parkside Advisors
California
$289K – – –
LC
2102
Lincoln Capital
Nebraska
$288K -$12.3K -250 -4%
SAM
2103
Summit Asset Management
Tennessee
$288K – – –
LWIC
2104
Leith Wheeler Investment Counsel
British Columbia, Canada
$288K +$275K +5,597 New
NFG
2105
NewFocus Financial Group
Washington
$287K +$11.2K +228 +4%
ACM
2106
Academy Capital Management
Texas
$286K – – –
CTA
2107
Colonial Trust Advisors
South Carolina
$285K – – –
PWAC
2108
Private Wealth Advisors (California)
California
$285K +$12.3K +250 +5%
VFP
2109
Verus Financial Partners
Virginia
$280K +$267K +5,428 New
CAAS
2110
Capital Asset Advisory Services
Michigan
$279K – – –
SB
2111
Strategic Blueprint
Georgia
$279K – – –
CCM
2112
Colorado Capital Management
Colorado
$275K – – –
HIC
2113
Hartline Investment Corp
Illinois
$275K – – –
TW
2114
Towerpoint Wealth
California
$275K – – –
CWM
2115
Campbell Wealth Management
Virginia
$275K +$49 +1 +0%
AACR
2116
ACR Alpine Capital Research
Missouri
$275K +$295 +6 +0.1%
KA
2117
Klingman & Associates
New York
$275K +$1.33K +27 +0.5%
GWM
2118
GSB Wealth Management
Connecticut
$273K +$1.77K +36 +0.7%
PHS
2119
Pekin Hardy Strauss
Illinois
$272K – – –
MLFP
2120
MPS Loria Financial Planners
Illinois
$272K +$934 +19 +0.4%
ACM
2121
AUA Capital Management
Pennsylvania
$271K – – –
PV
2122
Private Vista
Illinois
$271K – – –
SPL
2123
Smart Portfolios LLC
Washington
$271K – – –
IUHSA
2124
Itau Unibanco Holding S.A.
Brazil
$270K – – –
SIA
2125
Strategic Investment Advisors
Michigan
$269K +$29.3K +596 +13%
83 84
85
86 87