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Name Holding Trade Value Shares
Change 		Change in
Stake
PAA
2201
Peregrine Asset Advisers
Oregon
$922K -$1.58M -5,753 -63%
EA
2202
Ellsworth Advisors
Ohio
$922K +$81.1K +296 +10%
TA
2203
Trellis Advisors
Washington
$920K +$282K +1,030 +44%
PLFAM
2204
Pineno Levin & Ford Asset Management
Virginia
$919K +$475K +1,732 +106%
CG
2205
Clarus Group
Texas
$913K +$925K +3,375 New
FDS
2206
First Dallas Securities
Texas
$910K +$350K +1,275 +62%
GI
2207
Glovista Investments
New Jersey
$909K -$1.04M -3,790 -53%
BWP
2208
BSW Wealth Partners
Colorado
$906K +$3.56K +13 +0.4%
SCA
2209
STALEY CAPITAL ADVISERS
Pennsylvania
$903K – – –
OFW
2210
Omnia Family Wealth
Florida
$900K +$85.8K +313 +10%
LC
2211
Lavaca Capital
Texas
$900K -$319K -1,165 -26%
CPC
2212
Consolidated Planning Corp
Georgia
$899K +$19.5K +71 +2%
KWMG
2213
King Wealth Management Group
Florida
$896K -$9.6K -35 -1%
WQ
2214
Wealth Quarterback
New Jersey
$889K -$487K -1,778 -35%
UWM
2215
Urban Wealth Management
California
$889K +$892K +3,254 New
FP
2216
Foundry Partners
Minnesota
$888K -$16.2K -59 -2%
VWA
2217
Visionary Wealth Advisors
Illinois
$886K -$34.8K -127 -4%
SIA
2218
Soltis Investment Advisors
Utah
$880K +$474K +1,729 +116%
S
2219
SimplyRich
California
$878K – – –
WTFG
2220
Wells Trecaso Financial Group
Ohio
$878K +$14.3K +52 +2%
LFA
2221
Legacy Financial Advisors
Kentucky
$877K +$68.3K +249 +8%
IIC
2222
Ironwood Investment Counsel
Arizona
$875K +$54.8K +200 +7%
LMAM
2223
Legg Mason Asset Management
Japan
$874K +$878K +3,201 New
KAM
2224
Karani Asset Management
New York
$872K -$370K -1,350 -30%
RIM
2225
Redwood Investment Management
Arizona
$872K -$22.2K -81 -2%
87 88
89
90 91