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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1651
Clarus Group
Texas
$311K +$21.5K +183 +7%
MBT
1652
Montecito Bank & Trust
California
$309K -$42.4K -360 -11%
PFM
1653
Patton Fund Management
Texas
$309K +$192K +1,634 +123%
BWFA
1654
Baltimore-Washington Financial Advisors
Maryland
$309K +$348K +2,959 New
CWM
1655
Calamos Wealth Management
Illinois
$309K -$7.46M -63,418 -96%
HAG
1656
HighPoint Advisor Group
Illinois
$307K -$2.9M -24,627 -89%
VFA
1657
Values First Advisors
Tennessee
$306K -$46.4K -394 -12%
RLH
1658
RD Lewis Holdings
Florida
$305K -$85.3K -725 -18%
MCP
1659
Mirador Capital Partners
California
$305K +$3.77K +32 +1%
BWA
1660
Basecamp Wealth Advisors
Washington
$304K +$14.2K +121 +4%
IWA
1661
Icon Wealth Advisors
Texas
$304K -$2.75M -23,408 -87%
CMF
1662
Counterpoint Mutual Funds
California
$303K +$113K +960 +49%
OM
1663
OV Management
Minnesota
$303K -$552K -4,689 -62%
ACM
1664
Allred Capital Management
Texas
$301K +$7.06K +60 +2%
WWM
1665
Wolff Wiese Magana
California
$301K -$458K -3,890 -58%
CIP
1666
Champlain Investment Partners
Vermont
$298K +$109K +925 +48%
LWM
1667
LightSquare Wealth Management
Michigan
$298K +$335K +2,850 New
PLFS
1668
Provident Living Financial Services
Utah
$298K -$13.5K -115 -4%
OL
1669
OneFund LLC
Florida
$297K -$17.6K -150 -5%
WMA
1670
Wealth Management Associates
New Jersey
$296K +$2.94K +25 +0.9%
SAM
1671
Secure Asset Management
Michigan
$295K -$93.1K -791 -22%
NL
1672
NWAM LLC
Washington
$295K -$2K -17 -0.6%
JRPIM
1673
Journey Retirement Planning & Investment Management
Idaho
$295K -$800K -6,796 -71%
MFP
1674
Meridian Financial Partners
Virginia
$294K +$10.6K +90 +3%
LAI
1675
Legal Advantage Investments
California
$293K +$329K +2,800 New
65 66
67
68 69