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Name Holding Trade Value Shares
Change 		Change in
Stake
AFAS
1601
Acorn Financial Advisory Services
Virginia
$353K +$751 +7 +0.2%
SGI
1602
Summit Global Investments
Utah
$352K -$1.5M -13,934 -83%
DOA
1603
D'Orazio & Associates
Virginia
$351K -$5.05K -47 -2%
CFA
1604
CWS Financial Advisors
Michigan
$351K – – –
MIM
1605
Marco Investment Management
Georgia
$351K +$1.5K +14 +0.5%
GD
1606
Grandfield & Dodd
New York
$350K -$2.25K -21 -0.8%
SPC
1607
Stewart & Patten Company
California
$348K – – –
WIP
1608
Wellesley Investment Partners
Massachusetts
$345K -$40.7K -379 -12%
FA
1609
FCG Advisors
New Jersey
$345K +$26.2K +244 +10%
DBT
1610
Dubuque Bank & Trust
Iowa
$344K -$34.6K -322 -11%
IA
1611
IFG Advisory
Georgia
$343K +$13.8K +129 +5%
PFM
1612
Parsec Financial Management
North Carolina
$342K – – –
IFG
1613
Investors Financial Group
Minnesota
$341K -$11.8K -110 -4%
GAM
1614
Gould Asset Management
California
$341K +$4.62K +43 +2%
SIM
1615
SSI Investment Management
California
$338K -$7.51K -70 -3%
SSWG
1616
Seven Springs Wealth Group
Tennessee
$338K – – –
1IA
1617
1834 Investment Advisors
Wisconsin
$338K +$3.22K +30 +1%
OMC
1618
Old Mission Capital
Illinois
$338K +$289K +2,692 New
KLCM
1619
KG&L Capital Management
Louisiana
$337K -$25.1K -234 -8%
FAG
1620
Financial Advisory Group
Texas
$337K – – –
BCA
1621
Berman Capital Advisors
Georgia
$336K -$6.55K -61 -2%
MCM
1622
Monarch Capital Management
Indiana
$336K – – –
TI
1623
tru Independence
Oregon
$335K -$665K -6,192 -70%
SHA
1624
Seneca House Advisors
Virginia
$335K -$8.05K -75 -3%
1WA
1625
180 Wealth Advisors
Washington
$335K – – –
63 64
65
66 67