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3M
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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1726
Independence Advisors
Pennsylvania
$262K – – –
BC
1727
Brinker Capital
Pennsylvania
$260K -$593K -3,080 -70%
FEG
1728
Financial Enhancement Group
Indiana
$260K – – –
AIS
1729
American Investment Services
Massachusetts
$259K – – –
BFC
1730
Blue Fin Capital
Rhode Island
$259K – – –
CCM
1731
CrestPoint Capital Management
Missouri
$259K – – –
JSA
1732
Jacobson & Schmitt Advisors
Wisconsin
$259K – – –
BFM
1733
Boothbay Fund Management
New York
$259K +$253K +1,317 New
TFA
1734
Toth Financial Advisory
Virginia
$258K +$770 +4 +0.3%
GFP
1735
Gryphon Financial Partners
Ohio
$258K +$252K +1,308 New
CCB
1736
Cutter & Co Brokerage
Missouri
$258K +$252K +1,312 New
FIM
1737
Frontier Investment Management
Texas
$257K +$251K +1,307 New
DWM
1738
Darwin Wealth Management
Florida
$256K +$26.7K +139 +12%
LWIC
1739
Leith Wheeler Investment Counsel
British Columbia, Canada
$254K +$248K +1,290 New
NCM
1740
Nelson Capital Management
California
$251K – – –
SXL
1741
Summit X LLC
Missouri
$251K +$244K +1,268 New
MIM
1742
MPI Investment Management
Illinois
$250K +$245K +1,273 New
FAT
1743
First American Trust
California
$249K +$17.3K +90 +8%
CAN
1744
Claraphi Advisory Network
United States
$249K +$244K +1,267 New
SGA
1745
Strategic Global Advisors
California
$248K – – –
KFGK
1746
Keystone Financial Group (Kentucky)
Kentucky
$248K +$238K +1,238 New
RA
1747
Rational Advisors
New York
$247K -$529K -2,750 -69%
CIP
1748
Convergence Investment Partners
Florida
$247K +$7.89K +41 +3%
OCM
1749
One Capital Management
California
$247K +$11.4K +59 +5%
TAMH
1750
Taikang Asset Management (HK)
Hong Kong
$246K +$240K +1,249 New
68 69
70
71 72