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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1351
Private Asset Management
California
$520K – – –
MWM
1352
Marietta Wealth Management
Georgia
$518K -$81.7K -1,849 -14%
GAG
1353
GM Advisory Group
New York
$518K -$59.7K -1,352 -11%
BWL
1354
Bogart Wealth LLC
Virginia
$517K +$51.4K +1,164 +11%
SSWM
1355
Sheets Smith Wealth Management
North Carolina
$515K -$22K -497 -4%
CBB
1356
Citizens Business Bank
California
$514K – – –
RTS
1357
Round Table Services
New Jersey
$509K +$86.9K +1,966 +21%
CT
1358
Coastline Trust
Rhode Island
$506K – – –
MCM
1359
Marathon Capital Management
Maryland
$503K -$795 -18 -0.2%
NIC
1360
Northwest Investment Counselors
Oregon
$501K +$120K +2,712 +32%
BSWMG
1361
Barrington Strategic Wealth Management Group
Illinois
$500K -$13.4K -303 -3%
B
1362
Bailard
California
$499K -$79.5K -1,800 -14%
FI
1363
FormulaFolio Investments
Michigan
$499K +$30.4K +688 +7%
AWP
1364
Ascent Wealth Partners
New York
$496K +$88 +2 +0%
KA
1365
Kovack Advisors
Florida
$494K +$83.6K +1,892 +21%
LBC
1366
Lawrence B. Cohen
$494K +$487K +11,015 New
BDF
1367
Balasa Dinverno & Foltz
$493K -$29.8K -675 -6%
FSA
1368
Financial Sense Advisors
California
$492K – – –
MFBTD
1369
MB Financial Bank - Trust Department
Illinois
$492K – – –
BIG
1370
Bellwether Investment Group
Tennessee
$492K +$14.7K +333 +3%
GG
1371
Greenwood Gearhart
Arkansas
$491K -$4.2M -95,147 -90%
AIM
1372
Aspen Investment Management
Michigan
$491K – – –
PP
1373
PagnatoKarp Partners
Virginia
$490K +$39.8K +900 +9%
TWA
1374
TCI Wealth Advisors
Arizona
$490K +$105K +2,383 +28%
CWP
1375
Capital Wealth Planning
Florida
$490K +$270K +6,114 +127%
53 54
55
56 57