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Name Holding Trade Value Shares
Change 		Change in
Stake
HKIM
2051
Hayek Kallen Investment Management
Alabama
$232K – – –
PO
2052
Private Ocean
California
$232K +$43.8K +244 +20%
FA
2053
Forefront Analytics
Pennsylvania
$231K +$261K +1,451 New
FGC
2054
Financial Gravity Companies
Texas
$229K +$30.2K +168 +15%
FGAM
2055
Financial Gravity Asset Management
Texas
$229K +$234K +1,304 New
GD
2056
Grandfield & Dodd
New York
$228K -$363K -2,020 -59%
OIWM
2057
OptiFour Integrated Wealth Management
Virginia
$228K -$42.4K -236 -14%
CPA
2058
Court Place Advisors
Maryland
$228K – – –
CWA
2059
Clarus Wealth Advisors
Arizona
$227K +$12K +67 +5%
NPF
2060
Norris Perne & French
Michigan
$226K -$30.5K -170 -11%
NA
2061
Navellier & Associates
Nevada
$225K -$251K -1,400 -50%
PIM
2062
Provident Investment Management
Michigan
$221K -$14.1M -78,427 -98%
MWM
2063
Modera Wealth Management
New Jersey
$220K -$19.8K -110 -7%
WCWM
2064
Willow Creek Wealth Management
California
$220K +$247K +1,375 New
NB
2065
Nicolet Bankshares
Wisconsin
$218K -$3.59K -20 -1%
RWG
2066
Regal Wealth Group
California
$218K – – –
SL
2067
Signition LP
New York
$218K +$245K +1,367 New
MPI
2068
Mairs & Power Inc
Minnesota
$217K -$55.3K -308 -18%
PFGIA
2069
Patriot Financial Group Insurance Agency
Massachusetts
$216K -$126K -704 -34%
AAP
2070
Aristotle Atlantic Partners
Florida
$216K -$20.5K -114 -8%
CIAS
2071
Capital Investment Advisory Services
North Carolina
$215K -$117K -651 -33%
GIA
2072
GHP Investment Advisors
Colorado
$215K +$10.8K +60 +5%
SCM
2073
Stonebridge Capital Management
California
$214K -$10.4K -58 -4%
NFG
2074
Nations Financial Group
Iowa
$213K -$41.1K -229 -15%
BA
2075
Ballew Advisors
Mississippi
$213K +$5.39K +30 +2%
81 82
83
84 85