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Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1701
Valmark Advisers
Ohio
$309K +$313K +1,136 New
PFS
1702
Prospera Financial Services
Texas
$308K -$100K -363 -24%
FHA
1703
First Horizon Advisors
Tennessee
$307K -$551 -2 -0.2%
FIM
1704
Fernwood Investment Management
Massachusetts
$307K +$13.8K +50 +5%
PCIA
1705
Prime Capital Investment Advisors
Kansas
$303K +$9.64K +35 +3%
SICM
1706
Sustainable Insight Capital Management
New York
$302K -$27.6K -100 -8%
SAS
1707
Stelac Advisory Services
New York
$302K +$306K +1,110 New
BFS
1708
Baskin Financial Services
Ontario, Canada
$301K +$67.8K +246 +29%
LIM
1709
Lagoda Investment Management
New York
$300K -$15.2K -55 -5%
SIM
1710
Sonora Investment Management
Arizona
$300K – – –
KFGK
1711
Keystone Financial Group (Kentucky)
Kentucky
$300K +$276 +1 +0.1%
FFS
1712
Founders Financial Securities
Maryland
$300K +$80.2K +291 +36%
QPWM
1713
Quadrant Private Wealth Management
Pennsylvania
$298K +$16.3K +59 +6%
HI
1714
Hudock Inc
Pennsylvania
$296K +$228K +826 +309%
HL
1715
HeadInvest LLC
Maine
$294K +$34.7K +126 +13%
TIS
1716
Tortoise Index Solutions
Kansas
$293K +$87.4K +317 +42%
HA
1717
Hamel Associates
New Jersey
$289K – – –
OCM
1718
One Capital Management
California
$289K – – –
PAG
1719
Pinnacle Advisory Group
Maryland
$285K – – –
KM
1720
Kalos Management
Georgia
$283K -$22.6K -82 -7%
ACM
1721
AlphaStar Capital Management
North Carolina
$283K -$9.37K -34 -3%
OLA
1722
Oliver Luxxe Assets
New Jersey
$283K +$291K +1,055 New
PL
1723
Plancorp LLC
Missouri
$279K – – –
CSIC
1724
Clifford Swan Investment Counsel
California
$279K +$276 +1 +0.1%
PP
1725
PagnatoKarp Partners
Virginia
$279K +$1.38K +5 +0.5%
67 68
69
70 71