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Name Holding Trade Value Shares
Change 		Change in
Stake
KP
1751
Keel Point
Alabama
$387K -$38.4K -381 -10%
CNWM
1752
Clay Northam Wealth Management
California
$387K – – –
GA
1753
Geller Advisors
New York
$386K +$333K +3,303 New
MSR
1754
Main Street Research
Connecticut
$385K -$5.84K -58 -2%
QFA
1755
Quantum Financial Advisors
California
$384K -$8.86K -88 -3%
GWS
1756
Glassman Wealth Services
Virginia
$383K +$27.2K +270 +9%
VC
1757
Veracity Capital
Georgia
$382K -$7.96K -79 -2%
TPW
1758
Transatlantique Private Wealth
New York
$381K -$92.7K -921 -22%
PFM
1759
Parsec Financial Management
North Carolina
$380K -$2.42K -24 -0.7%
AWM
1760
Accurate Wealth Management
Florida
$379K +$303K +3,014 New
CCA
1761
Conestoga Capital Advisors
Pennsylvania
$379K -$10.1K -100 -3%
JFA
1762
JNBA Financial Advisors
Minnesota
$378K – – –
BWM
1763
Baystate Wealth Management
Massachusetts
$378K -$1.01K -10 -0.3%
MC
1764
Merlin Capital
Rhode Island
$376K +$4.53K +45 +1%
BEI
1765
Benjamin Edwards Inc
Missouri
$375K +$42K +417 +15%
LA
1766
Lynch & Associates
Indiana
$374K – – –
CFA
1767
CWS Financial Advisors
Michigan
$374K -$19.4K -193 -6%
GIM
1768
Groesbeck Investment Management
New Jersey
$374K – – –
SIA
1769
Strategic Investment Advisors
Michigan
$373K +$321K +3,184 New
SAM
1770
Strategy Asset Managers
California
$372K +$3.42K +34 +1%
WP
1771
WMS Partners
Maryland
$371K -$14.6K -145 -4%
FFA
1772
Founders Financial Alliance
North Carolina
$370K -$2.82K -28 -0.9%
SCA
1773
STALEY CAPITAL ADVISERS
Pennsylvania
$369K -$14.8K -147 -4%
KGC
1774
Kennon-Green & Company
Ohio
$369K +$317K +3,153 New
PWMG
1775
Provence Wealth Management Group
California
$366K +$315K +3,129 New
69 70
71
72 73