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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1201
Beaumont Financial Advisors
Massachusetts
$691K +$8.8K +160 +1%
WCA
1202
Westover Capital Advisors
Delaware
$688K -$6.05K -110 -1%
CIA
1203
Choate Investment Advisors
Massachusetts
$687K – – –
CAC
1204
Certified Advisory Corp
Florida
$683K +$2.2K +40 +0.4%
CCWA
1205
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$681K -$71K -1,290 -10%
SC
1206
Sepio Capital
Utah
$681K +$77K +1,400 +14%
GWM
1207
Gitterman Wealth Management
New Jersey
$673K -$137K -2,490 -18%
JFA
1208
Johanson Financial Advisors
California
$673K +$11.6K +210 +2%
GL
1209
Graypoint LLC
New York
$673K +$189K +3,440 +45%
BFG
1210
Beacon Financial Group
Texas
$672K +$13.2K +240 +2%
FMC
1211
First Merchants Corp
Indiana
$671K – – –
CAAS
1212
Capital Asset Advisory Services
Michigan
$670K +$179K +3,250 +42%
RIM
1213
Redwood Investment Management
Arizona
$668K +$212K +3,860 +55%
CMTU
1214
Capital Markets Trading (UK)
United Kingdom
$667K -$1.55M -28,220 -72%
WDC
1215
Woodward Diversified Capital
California
$667K +$20.4K +370 +4%
SMC
1216
Smith, Moore & Co
Missouri
$662K – – –
TCM
1217
Tanaka Capital Management
New York
$662K – – –
MFG
1218
Menard Financial Group
Texas
$662K +$597K +10,850 New
EP
1219
Edgestream Partners
New Jersey
$660K -$817K -14,840 -58%
CWA
1220
Clarity Wealth Advisors
California
$659K -$3.3K -60 -0.6%
HPWM
1221
Highland Private Wealth Management
Washington
$659K +$45.7K +830 +8%
IHL
1222
Investment House LLC
California
$656K -$2.34M -42,460 -80%
CRC
1223
Curi RMB Capital
Illinois
$656K +$2.75K +50 +0.5%
NAM
1224
NorthCoast Asset Management
Connecticut
$654K -$386K -7,010 -40%
DIA
1225
Dana Investment Advisors
Wisconsin
$654K – – –
47 48
49
50 51