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Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
1201
Coastal Bridge Advisors
Connecticut
$1.91M – – –
AWA
1202
Arete Wealth Advisors
Illinois
$1.91M +$55.3K +910 +3%
SFA
1203
Sequoia Financial Advisors
Ohio
$1.9M -$700K -11,518 -27%
ECM
1204
Evergreen Capital Management
Washington
$1.9M +$147K +2,411 +9%
BWAM
1205
Boyd Watterson Asset Management
Ohio
$1.9M – – –
BE
1206
Bonness Enterprises
District of Columbia
$1.9M – – –
CAC
1207
Certified Advisory Corp
Florida
$1.89M – – –
TA
1208
TCM Advisors
West Virginia
$1.89M -$1.88M -30,929 Closed
LWAC
1209
Laurel Wealth Advisors (California)
California
$1.89M -$167K -2,752 -8%
OPS
1210
Orion Portfolio Solutions
Nebraska
$1.89M -$90.4K -1,487 -5%
BFA
1211
Beaumont Financial Advisors
Massachusetts
$1.89M -$11K -181 -0.6%
EA
1212
Eclectic Associates
California
$1.89M +$166K +2,737 +10%
TSWM
1213
Triangle Securities Wealth Management
North Carolina
$1.89M -$75.8K -1,246 -4%
NSAM
1214
North Star Asset Management
Wisconsin
$1.88M +$6.08K +100 +0.3%
FPFS
1215
First Personal Financial Services
North Carolina
$1.88M -$41K -675 -2%
SC
1216
Sepio Capital
Utah
$1.88M -$32.3K -531 -2%
HCM
1217
Highlander Capital Management
New Jersey
$1.87M – – –
LCM
1218
LVM Capital Management
Michigan
$1.87M +$70.7K +1,162 +4%
BIM
1219
Bridges Investment Management
Nebraska
$1.87M -$88.7K -1,458 -5%
IIA
1220
ICW Investment Advisors
Arizona
$1.86M +$5.59K +92 +0.3%
MSFS
1221
Main Street Financial Solutions
Pennsylvania
$1.86M -$189K -3,107 -9%
TYCC
1222
Texas Yale Capital Corp
Florida
$1.86M +$31K +510 +2%
AMIM
1223
Aull & Monroe Investment Management
Alabama
$1.86M – – –
FAIM
1224
Financial Advocates Investment Management
Washington
$1.85M -$31.7K -521 -2%
VIA
1225
Vident Investment Advisory
Georgia
$1.85M +$71.2K +1,170 +4%
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