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Name Holding Trade Value Shares
Change 		Change in
Stake
SKK
2526
Shepherd Kaplan Krochuk
Massachusetts
$1.22M – – –
LFA
2527
Legacy Financial Advisors
Kentucky
$1.22M +$222K +2,033 +25%
SC
2528
Solstein Capital
California
$1.21M +$284K +2,600 +34%
PPP
2529
Private Portfolio Partners
New Jersey
$1.21M +$1.53K +14 +0.1%
BI
2530
Ballast Inc
Kentucky
$1.21M +$22.7K +208 +2%
MSR
2531
Main Street Research
Connecticut
$1.2M +$59.1K +542 +6%
EWA
2532
ERTS Wealth Advisors
Michigan
$1.2M +$84.9K +778 +8%
MFW
2533
Mosaic Family Wealth
Missouri
$1.2M +$20.8K +191 +2%
RSWM
2534
Robertson Stephens Wealth Management
California
$1.2M -$8.29K -76 -0.7%
KLCM
2535
KG&L Capital Management
Louisiana
$1.2M +$109K +997 +11%
WA
2536
Wambolt & Associates
Colorado
$1.19M +$135K +1,237 +14%
RWG
2537
Regal Wealth Group
California
$1.19M +$47.9K +439 +5%
GHAM
2538
Gilman Hill Asset Management
Connecticut
$1.19M -$161K -1,477 -13%
GAM
2539
Gemmer Asset Management
California
$1.19M -$65K -596 -6%
ESBC
2540
E.S. Barr & Co
Kentucky
$1.18M +$291K +2,663 +36%
RCIM
2541
Russell Clark Investment Management
United Kingdom
$1.18M +$1.09M +10,000 New
PFA
2542
Pure Financial Advisors
California
$1.17M +$65.6K +601 +6%
QCIG
2543
Quad-Cities Investment Group
Iowa
$1.16M +$2.29K +21 +0.2%
AAM
2544
Autus Asset Management
Arizona
$1.16M -$58.7K -538 -5%
BA
2545
BKS Advisors
Michigan
$1.16M -$4.58K -42 -0.4%
AWA
2546
AmeriServ Wealth Advisors
Pennsylvania
$1.15M +$40.6K +372 +4%
HI
2547
Hudock Inc
Pennsylvania
$1.15M -$12.5K -115 -1%
B
2548
Bellecapital
Switzerland
$1.15M – – –
AWE
2549
Avidian Wealth Enterprises
Texas
$1.15M -$197K -1,803 -16%
BW
2550
Biegel & Waller
Maryland
$1.14M -$54K -495 -5%
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