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Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
1501
Capital Asset Advisory Services
Michigan
$375K +$7K +57 +2%
TWA
1502
TCI Wealth Advisors
Arizona
$374K +$74.2K +604 +23%
GS
1503
GAM Systematic
United Kingdom
$373K -$184K -1,495 -32%
GC
1504
Grimes & Company
Massachusetts
$373K +$55.4K +451 +16%
VC
1505
Vicus Capital
Pennsylvania
$370K -$12.2K -99 -3%
JFGLC
1506
Johnson Financial Group LLC (Colorado)
Colorado
$370K +$395K +3,218 New
AWA
1507
ARS Wealth Advisors
Florida
$367K +$16.7K +136 +4%
PWW
1508
Pettyjohn Wood & White
Virginia
$367K +$392K +3,190 New
AWM
1509
Avior Wealth Management
Nebraska
$361K – – –
BOS
1510
Bank of Stockton
California
$358K +$111K +906 +41%
CAM
1511
Cypress Asset Management
Texas
$357K – – –
VWA
1512
V Wealth Advisors
Kansas
$357K +$33.3K +271 +10%
SFPIA
1513
Stevens First Principles Investment Advisors
California
$356K +$4.91K +40 +1%
RFA
1514
Reilly Financial Advisors
California
$354K +$99.7K +812 +36%
FWCM
1515
Ferguson Wellman Capital Management
Oregon
$353K +$126K +1,024 +50%
STMM
1516
South Texas Money Management
Texas
$353K +$377K +3,066 New
ZAM
1517
Zevin Asset Management
Massachusetts
$351K +$1.84K +15 +0.5%
VWM
1518
Vector Wealth Management
Minnesota
$350K +$6.88K +56 +2%
JRP
1519
Jasper Ridge Partners
California
$349K – – –
BRF
1520
B. Riley Financial
California
$344K -$15.8K -129 -4%
SCP
1521
Syntal Capital Partners
Texas
$343K +$367K +2,990 New
FHB
1522
First Hawaiian Bank
Hawaii
$342K +$8.47K +69 +2%
AP
1523
Atwood & Palmer
Missouri
$341K – – –
CCM
1524
Canal Capital Management
Virginia
$341K +$364K +2,963 New
EWM
1525
Empirical Wealth Management
Washington
$338K +$81.4K +663 +29%
59 60
61
62 63