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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1501
Clearstead Advisors
Ohio
$296K +$27.6K +520 +10%
BA
1502
Ballast Advisors
Minnesota
$295K – – –
GDP
1503
Great Diamond Partners
Maine
$295K – – –
CAS
1504
Cascadia Advisory Services
Oregon
$295K +$300K +5,650 New
NFG
1505
Northeast Financial Group
Pennsylvania
$295K – – –
AI
1506
Accredited Investors
Minnesota
$294K -$27.6K -520 -8%
CAM
1507
Cidel Asset Management
Ontario, Canada
$294K – – –
HCA
1508
Horan Capital Advisors
Ohio
$294K +$2.12K +40 +0.7%
MBT
1509
Montecito Bank & Trust
California
$294K +$35.5K +670 +14%
1SB
1510
1ST Source Bank
Indiana
$294K +$299K +5,630 New
SMFG
1511
Sumitomo Mitsui Financial Group
Japan
$293K -$671K -12,650 -69%
FP
1512
Foundry Partners
Minnesota
$293K +$38.2K +720 +15%
CNBTD
1513
Citizens National Bank Trust Department
Mississippi
$293K +$298K +5,620 New
DI
1514
Diligent Investors
California
$291K -$40.3K -760 -12%
MWM
1515
Merriman Wealth Management
Washington
$290K -$530 -10 -0.2%
PFM
1516
Parsec Financial Management
North Carolina
$290K – – –
CWM
1517
Centric Wealth Management
Illinois
$288K – – –
IF
1518
Intrua Financial
Texas
$285K -$29.2K -550 -9%
LF
1519
Lee Financial
Texas
$285K – – –
SL
1520
Savior LLC
Massachusetts
$285K +$4.24K +80 +1%
AP
1521
Americana Partners
Texas
$285K +$291K +5,480 New
TFA
1522
Tranquilli Financial Advisor
New Jersey
$281K +$13.8K +260 +5%
AIS
1523
AM Investment Strategies
Tennessee
$281K +$45.1K +850 +19%
TA
1524
TFG Advisers
Michigan
$281K +$45.6K +860 +19%
SFG
1525
Sovereign Financial Group
Connecticut
$281K +$87K +1,640 +44%
59 60
61
62 63