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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
976
EP Wealth Advisors
California
$414K -$44.8K -370 -10%
SFP
977
Sandbox Financial Partners
Maryland
$412K -$27.2K -225 -6%
MS
978
Mizuho Securities
Japan
$411K -$96.9K -800 -20%
DBRC
979
D.B. Root & Company
Pennsylvania
$410K -$77.5K -640 -16%
AP
980
Appleton Partners
Massachusetts
$406K +$7.27K +60 +2%
KC
981
Knuff & Co
California
$404K – – –
WI
982
Wintrust Investments
Illinois
$404K +$1.82K +15 +0.5%
AFP
983
Ausdal Financial Partners
Iowa
$403K – – –
DA
984
DSC Advisors
Illinois
$400K +$44.2K +365 +13%
SCP
985
Sandhill Capital Partners
New York
$399K – – –
VI
986
Versor Investments
New York
$399K +$27.9K +230 +8%
HI
987
Harbour Investments
Wisconsin
$399K +$64.8K +535 +20%
OIA
988
OneDigital Investment Advisors
Kansas
$395K +$15.1K +125 +4%
FPS
989
Fieldpoint Private Securities
Connecticut
$390K -$13.3K -110 -3%
RM
990
Resource Management
Louisiana
$388K – – –
WAP
991
Wealthcare Advisory Partners
Pennsylvania
$386K +$4.84K +40 +1%
CCT
992
Country Club Trust
Missouri
$385K +$2.42K +20 +0.6%
CTA
993
Colonial Trust Advisors
South Carolina
$384K -$21.2K -175 -5%
CCM
994
Coldstream Capital Management
Washington
$383K -$63.6K -525 -12%
CDH
995
Charles D. Hyman
$383K – – –
CFA
996
Carroll Financial Associates
North Carolina
$381K -$41.8K -345 -10%
IEFM
997
IQ EQ Fund Management
Ireland
$380K – – –
SCM
998
SevenOneSeven Capital Management
Pennsylvania
$375K +$6.05K +50 +2%
FNBSF
999
First National Bank Sioux Falls
South Dakota
$373K – – –
OPW
1000
Oxler Private Wealth
New York
$373K – – –
38 39
40
41 42