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Name Holding Trade Value Shares
Change 		Change in
Stake
OFA
1826
Oak Family Advisors
Illinois
$677K +$34.2K +92 +5%
CWS
1827
Cypress Wealth Services
California
$675K +$4.09K +11 +0.6%
CCMG
1828
Clark Capital Management Group
Pennsylvania
$673K -$87.7K -236 -11%
CPA
1829
Capital Planning Advisors
California
$672K +$66.9K +180 +11%
BCA
1830
Bay Colony Advisors
Massachusetts
$667K -$49.8K -134 -7%
EWA
1831
ERTS Wealth Advisors
Michigan
$666K -$52.1K -140 -7%
RHAM
1832
Round Hill Asset Management
California
$664K – – –
GG
1833
Golden Green
South Carolina
$660K -$14.5K -39 -2%
TCM
1834
Tanaka Capital Management
New York
$656K -$74.4K -200 -10%
FSA
1835
Financial Sense Advisors
California
$656K +$744 +2 +0.1%
BB
1836
Bell Bank
North Dakota
$655K -$9.29K -25 -1%
FCA
1837
FLC Capital Advisors
California
$646K – – –
BAM
1838
Brave Asset Management
New Jersey
$645K +$88.5K +238 +16%
CBT
1839
Capital Bank & Trust
California
$642K -$1.84M -4,937 -74%
PPP
1840
Private Portfolio Partners
New Jersey
$642K +$13.4K +36 +2%
FNBOH
1841
First National Bank of Hutchinson
Kansas
$641K -$27.1K -73 -4%
PMFA
1842
Plante Moran Financial Advisors
Michigan
$639K -$528K -1,420 -45%
QSS
1843
Quantitative Systematic Strategies
Florida
$637K -$4.89M -13,139 -88%
HGWM
1844
Horst & Graben Wealth Management
Oregon
$635K – – –
SAM
1845
Synergy Asset Management
Washington
$633K -$5.4M -14,537 -89%
RCG
1846
Rock Creek Group
District of Columbia
$632K +$62.5K +168 +11%
WKWM
1847
Walter & Keenan Wealth Management
Indiana
$631K +$372 +1 +0.1%
EPWM
1848
Essex Private Wealth Management
Massachusetts
$626K +$372 +1 +0.1%
MIM
1849
Moseley Investment Management
Florida
$626K +$191K +515 +43%
CIP
1850
Convergence Investment Partners
Florida
$624K -$27.9K -75 -4%
72 73
74
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