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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1951
Campbell Wealth Management
Virginia
$331K -$3.58K -11 -1%
CIM
1952
Contravisory Investment Management
Massachusetts
$331K +$21.8K +67 +7%
PP
1953
PDS Planning
Ohio
$329K +$20.5K +63 +7%
CG
1954
Corundum Group
Colorado
$328K +$15.9K +49 +5%
KM
1955
Kalos Management
Georgia
$327K +$315K +969 New
OLA
1956
Oliver Luxxe Assets
New Jersey
$326K – – –
MFW
1957
Meristem Family Wealth
Minnesota
$324K – – –
TIS
1958
Tortoise Index Solutions
Kansas
$321K -$23.7K -73 -7%
GWCM
1959
Godshalk Welsh Capital Management
Pennsylvania
$321K – – –
BCP
1960
Blackhawk Capital Partners
Wisconsin
$321K +$13K +40 +4%
NP
1961
NorthRock Partners
Minnesota
$320K +$41.6K +128 +16%
SAM
1962
Summit Asset Management
Tennessee
$319K +$8.13K +25 +3%
CSPIA
1963
Cary Street Partners Investment Advisory
Virginia
$318K +$82.3K +253 +37%
MS
1964
Maven Securities
Jersey
$317K +$301K +927 New
WFMPM
1965
Woodley Farra Manion Portfolio Management
Indiana
$315K -$228K -702 -43%
MSFP
1966
Mark Sheptoff Financial Planning
Connecticut
$313K -$84.5K -260 -22%
TAM
1967
Townsend Asset Management
North Carolina
$312K -$312K -960 -51%
BWM
1968
Baystate Wealth Management
Massachusetts
$310K +$325 +1 +0.1%
CAI
1969
Capital Advisors Inc
Oklahoma
$310K +$325 +1 +0.1%
SCM
1970
Southport Capital Management
Tennessee
$310K +$298K +918 New
OCM
1971
One Capital Management
California
$308K -$216K -664 -42%
WB
1972
West Bancorporation
Iowa
$308K +$92.7K +285 +45%
SRC
1973
Sage Rhino Capital
California
$305K -$1.3K -4 -0.4%
FMW
1974
Farr Miller & Washington
District of Columbia
$305K +$6.5K +20 +2%
LD
1975
Lipe & Dalton
New York
$304K – – –
77 78
79
80 81