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Name Holding Trade Value Shares
Change 		Change in
Stake
HLOC
1651
H.L. Ormond & Company
North Carolina
$1.08M +$1M +2,894 New
WPW
1652
Warther Private Wealth
Ohio
$1.08M +$34.6K +100 +4%
RCA
1653
Roberts Capital Advisors
Colorado
$1.08M +$1.04M +3,003 New
AAP
1654
Arax Advisory Partners
Colorado
$1.08M -$118K -342 -10%
QFA
1655
Quattro Financial Advisors
Texas
$1.08M – – –
CCM
1656
Compton Capital Management
Rhode Island
$1.08M +$204K +590 +25%
LC
1657
Lindbrook Capital
California
$1.07M +$225K +651 +28%
MFG
1658
MidWestOne Financial Group
Iowa
$1.07M +$106K +307 +12%
ARC
1659
Advisor Resource Council
Texas
$1.07M +$1.03M +2,970 New
BL
1660
Balentine LLC
Georgia
$1.06M +$569K +1,645 +126%
SW
1661
SlateStone Wealth
Florida
$1.06M -$20.4K -59 -2%
EWA
1662
Encompass Wealth Advisors
Oregon
$1.06M +$188K +544 +23%
MIC
1663
Maxi Investments CY
Cyprus
$1.06M +$1.02M +2,950 New
EGM
1664
Engineers Gate Manager
New York
$1.05M -$1.75M -5,055 -63%
MSR
1665
Main Street Research
Connecticut
$1.05M -$84K -243 -8%
AFS
1666
Aft Forsyth & Sober
Florida
$1.05M – – –
PSC
1667
Prentiss Smith & Co
Vermont
$1.05M -$12.1K -35 -1%
JMFC
1668
J.M. Forbes & Co
Massachusetts
$1.05M – – –
AWM
1669
Axxcess Wealth Management
California
$1.05M +$1.01M +2,914 New
SOW
1670
State of Wyoming
Wyoming
$1.04M +$217K +628 +28%
MPPW
1671
Mitchell & Pahl Private Wealth
Oklahoma
$1.04M -$12.8K -37 -1%
MCM
1672
Manchester Capital Management
Vermont
$1.04M +$23.5K +68 +2%
SWM
1673
SeaCrest Wealth Management
New York
$1.04M +$41.2K +119 +4%
NWM
1674
Northcape Wealth Management
New York
$1.04M +$998K +2,886 New
DA
1675
DSC Advisors
Illinois
$1.03M +$22.5K +65 +2%
65 66
67
68 69