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Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
1701
Pacific Center for Financial Services
California
$348K -$7.48K -160 -2%
CP
1702
Covenant Partners
Tennessee
$348K – – –
TWM
1703
Titus Wealth Management
California
$347K -$6.45K -138 -2%
SSI
1704
Scott & Selber Inc
Texas
$346K -$70K -1,496 -17%
EM
1705
ELCO Management
New York
$345K -$7.72K -165 -2%
AI
1706
Accredited Investors
Minnesota
$345K +$56.1K +1,200 +19%
VWM
1707
Valley Wealth Managers
New Jersey
$344K +$343K +7,344 New
BL
1708
BFSG LLC
California
$343K -$5.85K -125 -2%
C
1709
Cerebellum
California
$342K +$338K +7,225 +11,289%
BOS
1710
Bank of Stockton
California
$341K -$168K -3,600 -33%
SIC
1711
Sigma Investment Counselors
Michigan
$340K -$106K -2,275 -24%
H
1712
Hexavest
Quebec, Canada
$339K -$43.3M -926,362 -99%
SIM
1713
Sonora Investment Management
Arizona
$338K +$24.7K +529 +8%
XS
1714
XR Securities
Illinois
$338K +$337K +7,203 New
TSS
1715
Two Sigma Securities
New York
$338K +$337K +7,207 New
VNB
1716
Virginia National Bank
Virginia
$336K -$159K -3,391 -32%
SW
1717
SlateStone Wealth
Florida
$336K +$24.3K +520 +8%
LWS
1718
Lucia Wealth Services
California
$336K +$315K +6,740 +1,567%
WOC
1719
West Oak Capital
California
$335K – – –
IC
1720
Intersect Capital
California
$335K +$2.57K +55 +0.8%
NFG
1721
Nadler Financial Group
Illinois
$334K -$11.8K -252 -3%
TFO
1722
Tarbox Family Office
California
$334K – – –
ANBT
1723
American National Bank & Trust
Texas
$332K -$358K -7,648 -52%
VCM
1724
Vivaldi Capital Management
Illinois
$332K +$332K +7,093 New
VCM
1725
Versant Capital Management
Arizona
$331K -$99.8K -2,133 -23%
67 68
69
70 71