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Name Holding Trade Value Shares
Change 		Change in
Stake
MGAM
1676
McGowan Group Asset Management
Texas
$420K +$132 +1 +0%
CIG
1677
Cairn Investment Group
Washington
$419K – – –
CL
1678
Choreo LLC
Illinois
$419K +$3.44K +26 +0.9%
PIA
1679
Perennial Investment Advisors
California
$417K -$50.5K -381 -11%
HC
1680
Hendley & Co
Ohio
$417K +$5.96K +45 +2%
SB
1681
Strategic Blueprint
Georgia
$415K -$439K -3,316 -53%
MGIA
1682
Moneta Group Investment Advisors
Missouri
$415K +$111K +838 +40%
FBFS
1683
First Business Financial Services
Wisconsin
$413K – – –
CIP
1684
Convergence Investment Partners
Florida
$413K +$3.05K +23 +0.8%
SLWA
1685
San Luis Wealth Advisors
California
$413K +$387K +2,921 New
BWM
1686
Baystate Wealth Management
Massachusetts
$411K -$92.6K -699 -19%
WIC
1687
Whitegate Investment Counselors
New Hampshire
$409K +$86.8K +655 +29%
ZIC
1688
ZWJ Investment Counsel
Georgia
$409K +$383K +2,889 New
AA
1689
Argent Advisors
Louisiana
$406K -$8.74K -66 -2%
AWP
1690
Abacus Wealth Partners
California
$402K +$377K +2,843 New
PFM
1691
Parsec Financial Management
North Carolina
$402K +$15.1K +114 +4%
DR
1692
Davis Rea
Ontario, Canada
$400K +$375K +2,830 New
SICM
1693
Sustainable Insight Capital Management
New York
$400K +$375K +2,830 New
SFG
1694
SageGuard Financial Group
Tennessee
$400K +$375K +2,833 New
RCG
1695
Rock Creek Group
District of Columbia
$399K -$43.9K -331 -11%
TPA
1696
Trivium Point Advisory
Connecticut
$397K +$31.3K +236 +9%
NAG
1697
Northstar Advisory Group
New Jersey
$397K +$372K +2,806 New
SPC
1698
Stewart & Patten Company
California
$396K +$3.31K +25 +0.9%
GCIA
1699
Gabelli & Co Investment Advisers
New York
$396K +$371K +2,800 New
DOA
1700
D'Orazio & Associates
Virginia
$395K – – –
66 67
68
69 70