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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1701
PagnatoKarp Partners
Virginia
$270K -$20K -80 -7%
SVWAG
1702
Sound View Wealth Advisors Group
Georgia
$270K +$256K +1,022 New
TL
1703
TrueWealth LLC
Georgia
$268K -$4.25K -17 -2%
BCP
1704
Blackhawk Capital Partners
Wisconsin
$268K -$2.5K -10 -1%
PCM
1705
Price Capital Management
Louisiana
$267K -$5.32M -21,273 -96%
CL
1706
Choreo LLC
Illinois
$267K +$17.5K +70 +7%
NCM
1707
Next Capital Management
New York
$267K +$83.6K +334 +50%
CWM
1708
Campbell Wealth Management
Virginia
$266K +$9.51K +38 +4%
CCM
1709
Crossvault Capital Management
Texas
$265K – – –
GC
1710
Grace Capital
Massachusetts
$265K – – –
SFS
1711
Strategic Financial Services
New York
$265K – – –
NGA
1712
Naples Global Advisors
Florida
$262K -$15K -60 -6%
ICM
1713
IMS Capital Management
Oregon
$262K +$247K +989 New
HWM
1714
Highwater Wealth Management
Colorado
$261K -$38.8K -155 -14%
AWCI
1715
Alpine Woods Capital Investors
New York
$261K +$246K +985 New
TC
1716
Truvestments Capital
Florida
$260K +$95.6K +382 +64%
FPC
1717
Falcon Point Capital
California
$259K -$5.76K -23 -2%
SMH
1718
Sanders Morris Harris
Texas
$259K +$245K +980 New
BPB
1719
Badgley, Phelps & Bell
Washington
$258K -$13K -52 -5%
ESBC
1720
E.S. Barr & Co
Kentucky
$257K – – –
RP
1721
Rice Partnership
Hawaii
$257K – – –
PAA
1722
Peregrine Asset Advisers
Oregon
$255K -$35.8K -143 -13%
HL
1723
HeadInvest LLC
Maine
$253K +$239K +956 New
VF
1724
Virtu Financial
New York
$252K -$2.85M -11,396 -92%
CG
1725
Cutler Group
California
$251K -$5.42M -21,658 -96%
67 68
69
70 71