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3M
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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1801
Reilly Financial Advisors
California
$229K +$673 +4 +0.3%
FGAM
1802
Financial Gravity Asset Management
Texas
$229K +$218K +1,292 New
BCM
1803
Blume Capital Management
California
$227K -$194K -1,155 -47%
LA
1804
LVW Advisors
New York
$227K -$84.9K -504 -28%
CP
1805
Camelot Portfolios
Ohio
$227K -$10.1K -60 -4%
BJ
1806
Brouwer & Janachowski
California
$227K – – –
LFA
1807
Legacy Financial Advisors
Kentucky
$226K +$57.2K +340 +35%
CIC
1808
Cornercap Investment Counsel
Georgia
$225K +$218K +1,295 New
AFG
1809
Albion Financial Group
Utah
$224K – – –
AW
1810
Alpha Windward
Massachusetts
$224K +$168 +1 +0.1%
OIA
1811
OneDigital Investment Advisors
Kansas
$222K +$3.2K +19 +2%
PAA
1812
Peregrine Asset Advisers
Oregon
$221K +$214K +1,274 New
DWM
1813
Darwin Wealth Management
Florida
$220K +$1.18K +7 +0.6%
GFP
1814
Gryphon Financial Partners
Ohio
$219K -$249K -1,481 -54%
PFA
1815
Paradigm Financial Advisors
Missouri
$219K +$212K +1,261 New
MMG
1816
Monetary Management Group
Missouri
$218K – – –
DE
1817
Day & Ennis
Georgia
$217K +$210K +1,249 New
SNB
1818
Security National Bank
Nebraska
$216K +$209K +1,244 New
BA
1819
BKS Advisors
Michigan
$215K +$209K +1,240 New
SWA
1820
Sutton Wealth Advisors
Florida
$213K +$1.51K +9 +0.7%
BHTS
1821
Bar Harbor Trust Services
Maine
$213K +$206K +1,226 New
CPA
1822
Capital Planning Advisors
California
$213K +$206K +1,226 New
WAM
1823
Weiss Asset Management
Massachusetts
$212K +$205K +1,219 New
FNBSF
1824
First National Bank Sioux Falls
South Dakota
$211K +$204K +1,213 New
UWPG
1825
Ullmann Wealth Partners Group
Florida
$211K +$204K +1,214 New
71 72
73
74 75