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Name Holding Trade Value Shares
Change 		Change in
Stake
5L
1451
55I LLC
Massachusetts
$510K +$436K +4,060 New
LFAS
1452
Level Four Advisory Services
Texas
$505K -$223K -2,080 -34%
DAM
1453
Doheny Asset Management
California
$505K – – –
DPI
1454
Diversified Portfolios Inc
Michigan
$503K – – –
FSC
1455
Full Sail Capital
Oklahoma
$501K -$109K -1,018 -21%
PWW
1456
Pettyjohn Wood & White
Virginia
$497K +$4.29K +40 +1%
MC
1457
Miramar Capital
Illinois
$496K -$12.3K -115 -3%
CSPIA
1458
Cary Street Partners Investment Advisory
Virginia
$496K +$93.8K +874 +28%
MSA
1459
Marino Stram & Associates
Massachusetts
$493K +$28.6K +266 +7%
SM
1460
Sciencast Management
New Jersey
$493K +$408K +3,800 New
DWM
1461
Doyle Wealth Management
Florida
$490K +$107 +1 +0%
LB
1462
Legacy Bridge
Iowa
$486K – – –
NHC
1463
Nicholas Hoffman & Company
Georgia
$485K -$35K -326 -8%
BL
1464
Balentine LLC
Georgia
$485K +$16.1K +150 +4%
UBV
1465
United Bank (Virginia)
Virginia
$484K +$3.33K +31 +0.8%
LWM
1466
Liberty Wealth Management
California
$483K -$26.1K -243 -6%
EM
1467
Excalibur Management
Massachusetts
$483K – – –
WA
1468
Wealth Architects
California
$483K – – –
PO
1469
Private Ocean
California
$480K +$215K +2,002 +110%
NAS
1470
Nicolet Advisory Services
Wisconsin
$479K -$307K -2,855 -43%
RCA
1471
Resonant Capital Advisors
Wisconsin
$478K -$45.3K -422 -10%
MW
1472
Marcum Wealth
Ohio
$478K -$4.4K -41 -1%
RM
1473
Resource Management
Louisiana
$478K +$409K +3,810 New
YMRC
1474
Yorktown Management & Research Company
Virginia
$477K +$32.2K +300 +9%
BAM
1475
Beaumont Asset Management
Texas
$475K -$14.4K -134 -3%
57 58
59
60 61