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Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
1301
Highland Private Wealth Management
Washington
$531K +$2.29K +11 +0.5%
RA
1302
RFG Advisory
Alabama
$529K +$496K +2,377 New
EAM
1303
Evanson Asset Management
California
$528K – – –
EWA
1304
EP Wealth Advisors
California
$528K +$10.4K +50 +2%
CMANY
1305
Capital Management Associates (New York)
New York
$526K – – –
RMC
1306
Resources Management Corp
Connecticut
$524K +$492K +2,357 New
IIM
1307
Ipswich Investment Management
Massachusetts
$523K +$490K +2,350 New
AIS
1308
American Investment Services
Massachusetts
$509K +$626 +3 +0.1%
ACI
1309
Alpha Cubed Investments
California
$501K -$43.4K -208 -8%
SA
1310
Sicart Associates
New York
$501K – – –
ADL
1311
Asset Dedication LLC
California
$500K -$6.05K -29 -1%
BB
1312
Bell Bank
North Dakota
$499K – – –
APP
1313
Avantax Planning Partners
Iowa
$498K +$33K +158 +8%
SAM
1314
Silphium Asset Management
United Kingdom
$498K +$467K +2,237 New
SS
1315
Simplicity Solutions
Minnesota
$494K +$207K +992 +81%
EHC
1316
Everett Harris & Co
California
$492K -$5.21K -25 -1%
BCM
1317
Breiter Capital Management
Florida
$492K +$1.46K +7 +0.3%
B
1318
Bailard
California
$489K +$142K +682 +45%
LWAC
1319
Laurel Wealth Advisors (California)
California
$489K +$218K +1,047 +91%
NDSI
1320
Newman Dignan & Sheerar Inc
Rhode Island
$488K – – –
AAP
1321
Arax Advisory Partners
Colorado
$487K -$242K -1,158 -35%
FC
1322
Ferris Capital
Massachusetts
$487K -$12.5K -60 -3%
TPWA
1323
TRUE Private Wealth Advisors
Oregon
$486K +$5.63K +27 +1%
IP
1324
Intellectus Partners
California
$478K – – –
TFO
1325
Tarbox Family Office
California
$476K -$51.5K -247 -10%
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