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Name Holding Trade Value Shares
Change 		Change in
Stake
LM
1801
Lincluden Management
Ontario, Canada
$6.29M -$324K -2,205 -5%
JFA
1802
Johanson Financial Advisors
California
$6.25M +$136K +924 +2%
SFI
1803
SPC Financial Inc
Maryland
$6.25M -$408K -2,774 -7%
RFWA
1804
RPg Family Wealth Advisory
Massachusetts
$6.25M -$291K -1,979 -5%
BA
1805
Bennicas & Associates
California
$6.22M -$350K -2,383 -6%
TSWM
1806
Triangle Securities Wealth Management
North Carolina
$6.22M +$72.1K +491 +1%
FLI
1807
Family Legacy Inc
South Carolina
$6.22M +$203K +1,379 +4%
DAM
1808
Diamant Asset Management
Connecticut
$6.21M -$367K -2,500 -6%
MHS
1809
M Holdings Securities
Oregon
$6.2M -$729K -4,962 -11%
AWM
1810
Aries Wealth Management
Maine
$6.2M +$41.1K +280 +0.7%
STB
1811
S&T Bank
Pennsylvania
$6.18M -$20.9K -142 -0.4%
FFN
1812
Focus Financial Network
Minnesota
$6.18M +$501K +3,412 +10%
LCP
1813
Legacy Capital Partners
Wisconsin
$6.18M +$87.4K +595 +2%
PFS
1814
Physicians Financial Services
North Carolina
$6.17M +$60.2K +410 +1%
PAMG
1815
Patton Albertson Miller Group
Tennessee
$6.17M +$128K +868 +2%
CC
1816
Cognios Capital
Kansas
$6.15M +$1.05M +7,172 +23%
BFIC
1817
Bedell Frazier Investment Counselling
California
$6.12M – – –
CG
1818
CFO4Life Group
Texas
$6.12M -$176K -1,195 -3%
NDSI
1819
Newman Dignan & Sheerar Inc
Rhode Island
$6.12M -$94.9K -646 -2%
SCG
1820
Sonata Capital Group
Washington
$6.11M +$2.78M +18,909 +95%
CONA
1821
Capital One National Association
New York
$6.11M +$5.69M +38,747 New
BL
1822
BCWM LLC
Kansas
$6.1M -$33.1K -225 -0.6%
HCA
1823
Horan Capital Advisors
Ohio
$6.1M -$208K -1,415 -4%
SIM
1824
Stratos Investment Management
Ohio
$6.1M +$821K +5,587 +17%
WPP
1825
Whalerock Point Partners
Rhode Island
$6.09M -$207K -1,412 -4%
71 72
73
74 75