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Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
1951
Acorn Financial Advisory Services
Virginia
$332K -$74.8K -230 -19%
CWM
1952
Campbell Wealth Management
Virginia
$331K -$3.58K -11 -1%
CIM
1953
Contravisory Investment Management
Massachusetts
$331K +$21.8K +67 +7%
PP
1954
PDS Planning
Ohio
$329K +$20.5K +63 +7%
CG
1955
Corundum Group
Colorado
$328K +$15.9K +49 +5%
KM
1956
Kalos Management
Georgia
$327K +$315K +969 New
OLA
1957
Oliver Luxxe Assets
New Jersey
$326K – – –
MFW
1958
Meristem Family Wealth
Minnesota
$324K – – –
TIS
1959
Tortoise Index Solutions
Kansas
$321K -$23.7K -73 -7%
GWCM
1960
Godshalk Welsh Capital Management
Pennsylvania
$321K – – –
BCP
1961
Blackhawk Capital Partners
Wisconsin
$321K +$13K +40 +4%
NP
1962
NorthRock Partners
Minnesota
$320K +$41.6K +128 +16%
SAM
1963
Summit Asset Management
Tennessee
$319K +$8.13K +25 +3%
CSPIA
1964
Cary Street Partners Investment Advisory
Virginia
$318K +$82.3K +253 +37%
MS
1965
Maven Securities
Jersey
$317K +$301K +927 New
WFMPM
1966
Woodley Farra Manion Portfolio Management
Indiana
$315K -$228K -702 -43%
MSFP
1967
Mark Sheptoff Financial Planning
Connecticut
$313K -$84.5K -260 -22%
TAM
1968
Townsend Asset Management
North Carolina
$312K -$312K -960 -51%
BWM
1969
Baystate Wealth Management
Massachusetts
$310K +$325 +1 +0.1%
CAI
1970
Capital Advisors Inc
Oklahoma
$310K +$325 +1 +0.1%
SCM
1971
Southport Capital Management
Tennessee
$310K +$298K +918 New
OCM
1972
One Capital Management
California
$308K -$216K -664 -42%
WB
1973
West Bancorporation
Iowa
$308K +$92.7K +285 +45%
SRC
1974
Sage Rhino Capital
California
$305K -$1.3K -4 -0.4%
FMW
1975
Farr Miller & Washington
District of Columbia
$305K +$6.5K +20 +2%
77 78
79
80 81