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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1076
Pure Financial Advisors
California
$297K -$43K -355 -13%
OWM
1077
Opes Wealth Management
California
$297K – – –
Q
1078
QVR
California
$297K +$289K +2,385 New
RFO
1079
RiverGlades Family Offices
Florida
$296K -$30.3K -250 -10%
MIP
1080
Marietta Investment Partners
Wisconsin
$296K +$288K +2,375 New
CCM
1081
Conway Capital Management
California
$296K – – –
FP
1082
Financial Perspectives
Minnesota
$295K – – –
SICM
1083
Sustainable Insight Capital Management
New York
$294K +$13.3K +110 +5%
SVWAG
1084
Sound View Wealth Advisors Group
Georgia
$294K +$286K +2,360 New
CAM
1085
CenterStar Asset Management
Illinois
$292K – – –
FRM
1086
Fox Run Management
Connecticut
$292K +$285K +2,350 New
HIC
1087
Holderness Investments Company
North Carolina
$291K +$21.2K +175 +8%
SCM
1088
Southport Capital Management
Tennessee
$289K +$281K +2,320 New
BFEC
1089
Benjamin F. Edwards & Company
Missouri
$286K +$114K +940 +69%
VC
1090
Veracity Capital
Georgia
$286K +$278K +2,295 New
BBW
1091
Blue Barn Wealth
Utah
$286K +$279K +2,300 New
CWP
1092
Capital Wealth Planning
Florida
$286K +$279K +2,300 New
EWM
1093
EPG Wealth Management
Georgia
$286K +$279K +2,300 New
IIC
1094
Integrated Investment Consultants
Michigan
$285K +$12.7K +105 +5%
WAG
1095
Winthrop Advisory Group
Massachusetts
$284K – – –
MA
1096
MJP Associates
Connecticut
$284K +$14.5K +120 +6%
UB
1097
UMB Bank
Missouri
$281K +$50.3K +415 +22%
FCM
1098
Fortis Capital Management
Washington
$280K -$1.17M -9,650 -81%
LCP
1099
Legacy Capital Partners
Wisconsin
$280K +$272K +2,250 New
BFIM
1100
Beese Fulmer Investment Management
Ohio
$279K +$1.21K +10 +0.4%
42 43
44
45 46