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Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
2476
Greatmark Investment Partners
Georgia
$303K – – –
BWM
2477
Buckley Wealth Management
Nevada
$302K -$19.2K -92 -6%
SIA
2478
Soltis Investment Advisors
Utah
$300K -$20.7K -99 -7%
AFS
2479
Axiom Financial Strategies
Indiana
$300K +$2.5K +12 +0.9%
VCM
2480
Vision Capital Management
Oregon
$299K – – –
RGIA
2481
Rainier Group Investment Advisory
Washington
$299K +$275K +1,316 New
HP
2482
HT Partners
Connecticut
$298K +$274K +1,312 New
EP
2483
EPIQ Partners
Minnesota
$297K – – –
WCM
2484
Windsor Capital Management
Arizona
$297K +$15.7K +75 +6%
CRCM
2485
Corbett Road Capital Management
Virginia
$297K +$273K +1,308 New
B
2486
Bridgeworth
Alabama
$296K -$21.9K -105 -7%
CH
2487
Canton Hathaway
Rhode Island
$295K -$78.5K -376 -22%
YMRC
2488
Yorktown Management & Research Company
Virginia
$295K – – –
SCM
2489
Southport Capital Management
Tennessee
$293K +$269K +1,289 New
AP
2490
Atwood & Palmer
Missouri
$292K – – –
WIA
2491
World Investment Advisors
California
$291K -$55.7K -267 -19%
DE
2492
Day & Ennis
Georgia
$289K -$31.5K -151 -11%
TCOT
2493
Trust Company of Toledo
Ohio
$289K -$626 -3 -0.2%
BB
2494
Bell Bank
North Dakota
$289K +$418 +2 +0.2%
PWM
2495
PRW Wealth Management
Massachusetts
$289K +$266K +1,272 New
CCM
2496
Colorado Capital Management
Colorado
$288K -$62.6K -300 -19%
WFA
2497
Wellspring Financial Advisors
Ohio
$287K -$15.9K -76 -6%
PCTC
2498
Perkins Coie Trust Company
Washington
$287K – – –
CICI
2499
Capital Investment Counsel Inc
North Carolina
$286K +$1.88K +9 +0.7%
TFCP
2500
Twin Focus Capital Partners
Massachusetts
$286K +$2.71K +13 +1%
98 99
100
101 102