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Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2251
Kathmere Capital Management
Pennsylvania
$334K +$312K +5,584 New
DIM
2252
Delta Investment Management
California
$333K +$312K +5,580 New
HIC
2253
Hartline Investment Corp
Illinois
$331K +$11.2K +201 +4%
NFG
2254
NewFocus Financial Group
Washington
$328K -$4.59K -82 -1%
NEPPG
2255
New England Professional Planning Group
Rhode Island
$327K +$305K +5,444 New
CTA
2256
Colonial Trust Advisors
South Carolina
$325K -$6.21K -111 -2%
BWA
2257
Beam Wealth Advisors
Louisiana
$324K +$303K +5,414 New
VFP
2258
Verus Financial Partners
Virginia
$321K -$3.69K -66 -1%
AWM
2259
Alterna Wealth Management
Texas
$320K -$48.2K -862 -14%
CWM
2260
Campbell Wealth Management
Virginia
$320K +$448 +8 +0.1%
FPIS
2261
Financial Planning & Information Services
Wisconsin
$320K +$45K +805 +18%
CCM
2262
Colorado Capital Management
Colorado
$319K – – –
AACR
2263
ACR Alpine Capital Research
Missouri
$319K +$280 +5 +0.1%
GWM
2264
GSB Wealth Management
Connecticut
$319K +$1.57K +28 +0.5%
SSWM
2265
Smith Salley Wealth Management
North Carolina
$318K -$185K -3,308 -38%
PWAC
2266
Private Wealth Advisors (California)
California
$317K -$12.9K -231 -4%
MLFP
2267
MPS Loria Financial Planners
Illinois
$317K +$951 +17 +0.3%
22CM
2268
20/20 Capital Management
California
$317K +$265K +4,728 New
PV
2269
Private Vista
Illinois
$316K – – –
MSU
2270
Mizuho Securities USA
New York
$315K +$295K +5,270 New
DIA
2271
Davidson Investment Advisors
Montana
$314K +$38.1K +681 +15%
SRC
2272
Stone Run Capital
New York
$313K +$3.13K +56 +1%
BFIC
2273
Bedell Frazier Investment Counselling
California
$311K – – –
SFC
2274
SYM Financial Corp
Indiana
$311K +$46.7K +835 +19%
ME
2275
McIlrath & Eck
Washington
$311K +$79.3K +1,417 +37%
89 90
91
92 93