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Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1101
Berman Capital Advisors
Georgia
$320K +$70.7K +2,040 +29%
SWA
1102
Sutton Wealth Advisors
Florida
$320K +$2.43K +70 +0.8%
AR
1103
Advisory Research
Illinois
$319K -$76.3K -2,200 -20%
GCA
1104
Gradient Capital Advisors
California
$317K – – –
CBFP
1105
Cedar Brook Financial Partners
Ohio
$317K +$308K +8,890 New
SB
1106
Simmons Bank
Arkansas
$316K +$307K +8,850 New
VCA
1107
Verdence Capital Advisors
Maryland
$315K – – –
SFG
1108
Summit Financial Group
West Virginia
$314K – – –
WT
1109
Whittier Trust
California
$313K -$2.77K -80 -0.9%
LCM
1110
LVM Capital Management
Michigan
$312K -$78K -2,250 -20%
GCA
1111
Gideon Capital Advisors
New York
$311K +$303K +8,730 New
CWG
1112
Cornerstone Wealth Group
North Carolina
$310K +$301K +8,690 New
HFS
1113
HL Financial Services
Kentucky
$307K +$693 +20 +0.2%
JWM
1114
JGP Wealth Management
Oregon
$307K +$4.16K +120 +1%
EAM
1115
Evanson Asset Management
California
$306K +$297K +8,580 New
BOS
1116
Bingham Osborn & Scarborough
California
$305K -$54.8K -1,580 -16%
AWE
1117
Avidian Wealth Enterprises
Texas
$303K -$2.08K -60 -0.7%
HC
1118
Henshaw Capital
Massachusetts
$302K +$293K +8,460 New
CPSAC
1119
Chas P. Smith & Associates (CPS)
Florida
$299K +$1.39K +40 +0.5%
BBNA
1120
Bremer Bank National Association
Minnesota
$299K +$279K +8,060 New
CSIC
1121
Clifford Swan Investment Counsel
California
$298K – – –
FC
1122
Ferris Capital
Massachusetts
$297K +$173K +4,990 +150%
DLA
1123
Douglas Lane & Associates
New York
$296K +$288K +8,300 New
PCP
1124
Proficio Capital Partners
Massachusetts
$295K +$156K +4,500 +120%
SIM
1125
SSI Investment Management
California
$295K +$291K +8,380 New
43 44
45
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