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Name Holding Trade Value Shares
Change 		Change in
Stake
BG
1251
Berry Group
Massachusetts
$235K -$90.6K -2,560 -29%
BBA
1252
BLB&B Advisors
Pennsylvania
$235K – – –
COF
1253
Capital One Financial
Virginia
$235K +$221K +6,250 New
RWM
1254
Ritholtz Wealth Management
New York
$235K +$221K +6,260 New
SB
1255
Strategic Blueprint
Georgia
$235K +$222K +6,270 New
NCM
1256
Next Capital Management
New York
$234K – – –
GPFA
1257
Game Plan Financial Advisors
Ohio
$234K +$219K +6,200 New
LA
1258
LexAurum Advisors
Kansas
$233K +$219K +6,200 New
SSWM
1259
Smith Salley Wealth Management
North Carolina
$232K -$68.6K -1,940 -24%
NAS
1260
Nicolet Advisory Services
Wisconsin
$232K +$218K +6,170 New
NFG
1261
Noven Financial Group
Colorado
$232K +$218K +6,170 New
FPCP
1262
Fort Point Capital Partners
California
$231K -$261K -7,370 -55%
LF
1263
LifeSteps Financial
California
$231K -$17.3K -490 -7%
CSM
1264
CAMG Solamere Management
North Carolina
$231K +$216K +6,100 New
CIA
1265
Choate Investment Advisors
Massachusetts
$231K +$217K +6,140 New
BAM
1266
Bellevue Asset Management
Washington
$230K +$35.4K +1,000 +23%
JCM
1267
Jag Capital Management
Missouri
$228K -$1.45M -41,000 -87%
BFPW
1268
BOK Financial Private Wealth
Colorado
$228K +$215K +6,070 New
CRCM
1269
Corbett Road Capital Management
Virginia
$228K +$215K +6,070 New
EAM
1270
Evanson Asset Management
California
$228K +$215K +6,070 New
RBCM
1271
Raub Brock Capital Management
California
$228K +$215K +6,070 New
ETI
1272
Enterprise Trust & Investment
California
$227K – – –
WTC
1273
WhitTier Trust Company
Nevada
$227K +$51.3K +1,450 +32%
IC
1274
Intersect Capital
California
$227K +$214K +6,040 New
BWM
1275
BCS Wealth Management
Tennessee
$227K +$214K +6,050 New
49 50
51
52 53