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Name Holding Trade Value Shares
Change 		Change in
Stake
BHTS
1651
Bar Harbor Trust Services
Maine
$303K -$16.2K -375 -5%
HPIA
1652
Hamilton Point Investment Advisors
North Carolina
$302K – – –
AHB
1653
Abner Herrman & Brock
New Jersey
$301K -$12.1K -279 -4%
WAAG
1654
Wealth Alliance Advisory Group
Kansas
$300K -$4.15K -96 -1%
MWPCG
1655
Measured Wealth Private Client Group
New Hampshire
$300K +$296K +6,845 New
CM
1656
Castleark Management
Illinois
$299K – – –
LPC
1657
Loeb Partners Corp
New York
$297K -$17.3K -400 -6%
FAN
1658
Financial Advisors Network
California
$297K +$292K +6,768 New
EF
1659
Empirical Finance
Pennsylvania
$296K -$94.5K -2,188 -24%
NIT
1660
NumerixS Investment Technologies
British Columbia, Canada
$296K +$294K +6,800 New
CW
1661
Cobiz Wealth
Colorado
$295K +$64.8K +1,500 +29%
EVM
1662
Evelyn V. Moreno
$294K – – –
PWMAG
1663
Pinnacle Wealth Management Advisory Group
New Jersey
$294K +$6.09K +141 +2%
TWA
1664
TCI Wealth Advisors
Arizona
$293K -$5.53K -128 -2%
HWA
1665
HCR Wealth Advisors
California
$293K +$1.51K +35 +0.5%
RPA
1666
Rock Point Advisors
Vermont
$292K +$6.48K +150 +2%
BC
1667
Burleson & Co
California
$292K +$62.7K +1,452 +28%
NFG
1668
Nadler Financial Group
Illinois
$290K +$37.8K +876 +15%
IFAM
1669
Institutional & Family Asset Management
Colorado
$288K +$6.91K +160 +2%
MIC
1670
Meridian Investment Counsel
California
$287K – – –
KL
1671
KWMG LLC
Kansas
$285K +$86 +2 +0%
KFA
1672
Kays Financial Advisory
Georgia
$282K -$54.7K -1,267 -16%
SMM
1673
Stadion Money Management
Georgia
$281K -$19.7K -455 -7%
SCM
1674
Silvant Capital Management
Georgia
$281K – – –
SICM
1675
Sustainable Insight Capital Management
New York
$281K – – –
65 66
67
68 69