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Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
1626
North Star Investment Management
Illinois
$450K – – –
AC
1627
Apella Capital
Connecticut
$450K +$473 +4 +0.1%
BCAM
1628
Boston Common Asset Management
Massachusetts
$448K +$44.5K +376 +9%
WFI
1629
West Family Investments
California
$448K +$180K +1,522 +53%
SWM
1630
Scissortail Wealth Management
Oklahoma
$446K -$24K -203 -7%
SFS
1631
Summit Financial Strategies
Ohio
$446K +$11K +93 +2%
IP
1632
Intellectus Partners
California
$444K -$11.2K -95 -2%
SDAM
1633
Shulman DeMeo Asset Management
New York
$444K +$828 +7 +0.2%
NHC
1634
Nicholas Hoffman & Company
Georgia
$444K +$6.39K +54 +1%
ARC
1635
Advisor Resource Council
Texas
$444K +$513K +4,338 New
FSC
1636
Full Sail Capital
Oklahoma
$443K -$7.57K -64 -1%
PO
1637
Private Ocean
California
$442K -$1.89K -16 -0.4%
ACH
1638
ArrowMark Colorado Holdings
Colorado
$442K +$51.7K +437 +11%
AIM
1639
Acropolis Investment Management
Missouri
$440K -$46.6K -394 -8%
TFP
1640
Tilia Fiduciary Partners
North Carolina
$439K +$60.8K +514 +14%
6F
1641
626 Financial
Michigan
$436K – – –
GL
1642
Graypoint LLC
New York
$436K +$102K +859 +25%
NL
1643
NKCFO LLC
Illinois
$435K – – –
WA
1644
Waverly Advisors
Alabama
$434K +$101K +854 +25%
HI
1645
Harbour Investments
Wisconsin
$433K +$501K +4,238 New
BFIM
1646
Beese Fulmer Investment Management
Ohio
$432K -$146K -1,238 -23%
SIC
1647
Samalin Investment Counsel
New York
$432K -$33.4K -282 -6%
TW
1648
TrinityPoint Wealth
Connecticut
$431K -$5.79K -49 -1%
BSA
1649
Bull Street Advisors
Georgia
$431K – – –
EWA
1650
EverSource Wealth Advisors
Alabama
$429K +$191K +1,616 +63%
64 65
66
67 68