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Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
1501
Trivium Point Advisory
Connecticut
$296K -$67.4K -1,270 -18%
CA
1502
Clearstead Advisors
Ohio
$296K +$27.6K +520 +10%
BA
1503
Ballast Advisors
Minnesota
$295K – – –
GDP
1504
Great Diamond Partners
Maine
$295K – – –
CAS
1505
Cascadia Advisory Services
Oregon
$295K +$300K +5,650 New
NFG
1506
Northeast Financial Group
Pennsylvania
$295K – – –
AI
1507
Accredited Investors
Minnesota
$294K -$27.6K -520 -8%
CAM
1508
Cidel Asset Management
Ontario, Canada
$294K – – –
HCA
1509
Horan Capital Advisors
Ohio
$294K +$2.12K +40 +0.7%
MBT
1510
Montecito Bank & Trust
California
$294K +$35.5K +670 +14%
1SB
1511
1ST Source Bank
Indiana
$294K +$299K +5,630 New
SMFG
1512
Sumitomo Mitsui Financial Group
Japan
$293K -$671K -12,650 -69%
FP
1513
Foundry Partners
Minnesota
$293K +$38.2K +720 +15%
CNBTD
1514
Citizens National Bank Trust Department
Mississippi
$293K +$298K +5,620 New
DI
1515
Diligent Investors
California
$291K -$40.3K -760 -12%
MWM
1516
Merriman Wealth Management
Washington
$290K -$530 -10 -0.2%
PFM
1517
Parsec Financial Management
North Carolina
$290K – – –
CWM
1518
Centric Wealth Management
Illinois
$288K – – –
IF
1519
Intrua Financial
Texas
$285K -$29.2K -550 -9%
LF
1520
Lee Financial
Texas
$285K – – –
SL
1521
Savior LLC
Massachusetts
$285K +$4.24K +80 +1%
AP
1522
Americana Partners
Texas
$285K +$291K +5,480 New
TFA
1523
Tranquilli Financial Advisor
New Jersey
$281K +$13.8K +260 +5%
AIS
1524
AM Investment Strategies
Tennessee
$281K +$45.1K +850 +19%
TA
1525
TFG Advisers
Michigan
$281K +$45.6K +860 +19%
59 60
61
62 63