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Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
1651
Naples Global Advisors
Florida
$247K +$226K +1,049 New
PAG
1652
Pinnacle Advisory Group
Maryland
$247K +$226K +1,050 New
SVWA
1653
Sound View Wealth Advisors
Georgia
$246K +$224K +1,043 New
BFPW
1654
BOK Financial Private Wealth
Colorado
$245K -$5.16K -24 -2%
WP
1655
WealthSource Partners
California
$243K -$32.5K -151 -13%
CAM
1656
Claret Asset Management
Quebec, Canada
$243K +$222K +1,030 New
TL
1657
TrueWealth LLC
Georgia
$242K – – –
BPB
1658
Badgley, Phelps & Bell
Washington
$242K +$221K +1,028 New
BCP
1659
Blackhawk Capital Partners
Wisconsin
$241K +$221K +1,025 New
RWMH
1660
Riverpoint Wealth Management Holdings
Illinois
$240K +$219K +1,018 New
GHA
1661
GW Henssler & Associates
Georgia
$237K +$217K +1,008 New
PGA
1662
Premia Global Advisors
Florida
$237K +$218K +1,013 New
CI
1663
CX Institutional
Indiana
$236K +$18.7K +87 +9%
FPC
1664
Falcon Point Capital
California
$236K +$215K +1,001 New
CPC
1665
Congress Park Capital
New York
$235K +$215K +1,000 New
CCM
1666
Crossvault Capital Management
Texas
$235K +$215K +1,000 New
FIM
1667
Fernwood Investment Management
Massachusetts
$235K +$215K +1,000 New
GC
1668
Grace Capital
Massachusetts
$235K +$215K +1,000 New
NJBEST
1669
New Jersey Better Educational Savings Trust
New Jersey
$235K +$215K +1,000 New
SFS
1670
Strategic Financial Services
New York
$235K +$215K +1,000 New
SRC
1671
Sage Rhino Capital
California
$232K +$212K +985 New
PWMAG
1672
Pinnacle Wealth Management Advisory Group
New Jersey
$231K +$211K +980 New
GWM
1673
Greenwich Wealth Management
Connecticut
$231K +$211K +981 New
TSWM
1674
Triangle Securities Wealth Management
North Carolina
$230K +$210K +975 New
ESBC
1675
E.S. Barr & Co
Kentucky
$229K +$209K +973 New
65 66
67
68 69