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Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
2201
Smith Shellnut Wilson
Mississippi
$414K – – –
DCM
2202
Driehaus Capital Management
Illinois
$414K +$4.84K +25 +1%
PWM
2203
PRW Wealth Management
Massachusetts
$413K +$390K +2,013 New
TF
2204
TimeScale Financial
Massachusetts
$412K -$25.8K -133 -6%
SFM
2205
Systematic Financial Management
New Jersey
$411K -$52.1K -269 -12%
JWM
2206
JGP Wealth Management
Oregon
$411K -$9.3K -48 -2%
CCM
2207
Carlson Capital Management
Minnesota
$410K +$31.8K +164 +9%
WPA
2208
West Paces Advisors
Georgia
$410K – – –
CWM
2209
Centric Wealth Management
Illinois
$409K -$2.32K -12 -0.6%
AP
2210
Americana Partners
Texas
$409K +$386K +1,993 New
HIS
2211
Harvest Investment Services
Illinois
$408K -$1.03M -5,321 -73%
CCM
2212
Cadence Capital Management
Massachusetts
$408K -$5.23K -27 -1%
AAMC
2213
Asset Allocation & Management Company
Illinois
$408K +$385K +1,986 New
KP
2214
Keel Point
Alabama
$406K +$21.5K +111 +6%
PV
2215
Private Vista
Illinois
$405K -$93.9K -485 -20%
BCP
2216
Berkeley Capital Partners
Georgia
$405K -$6.97K -36 -2%
RWRC
2217
R.W. Roge & Company
New York
$405K +$369K +1,903 New
APW
2218
Austin Private Wealth
Texas
$405K +$383K +1,975 New
SIM
2219
Sadoff Investment Management
Wisconsin
$404K – – –
CP
2220
Corbenic Partners
Pennsylvania
$404K +$381K +1,966 New
TA
2221
Trellis Advisors
Washington
$400K +$1.36K +7 +0.4%
SDWIA
2222
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$399K – – –
HI
2223
Hudock Inc
Pennsylvania
$399K +$129K +665 +54%
GHA
2224
GW Henssler & Associates
Georgia
$398K -$182K -939 -33%
BWCS
2225
Beirne Wealth Consulting Services
Connecticut
$397K +$4.84K +25 +1%
87 88
89
90 91