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Name Holding Trade Value Shares
Change 		Change in
Stake
HL
1451
HeadInvest LLC
Maine
$473K – – –
KPW
1452
Kore Private Wealth
New York
$472K +$117K +14,400 +41%
BFA
1453
Beacon Financial Advisory
Ohio
$471K +$30.1K +3,720 +8%
BCA
1454
Berman Capital Advisors
Georgia
$471K +$65K +8,040 +19%
SCM
1455
Spreng Capital Management
Ohio
$466K -$259K -32,000 -39%
ST
1456
Smithfield Trust
Pennsylvania
$466K +$238K +29,360 +149%
SBWIC
1457
Schaper Benz & Wise Investment Counsel
Wisconsin
$465K +$64.7K +8,000 +20%
PIM
1458
Penobscot Investment Management
Massachusetts
$462K -$52.4K -6,480 -12%
MWA
1459
Meridian Wealth Advisors
Texas
$462K – – –
HFM
1460
Hartford Financial Management
Connecticut
$459K – – –
DCM
1461
Delta Capital Management
New Jersey
$458K – – –
GTAM
1462
Global Trust Asset Management
Florida
$458K +$82.5K +10,200 +27%
DLG
1463
Daniel L. Goodwin
$456K – – –
NJBEST
1464
New Jersey Better Educational Savings Trust
New Jersey
$456K – – –
BP
1465
BBR Partners
New York
$451K +$53.1K +6,560 +16%
EWA
1466
Evolution Wealth Advisors
Florida
$449K -$40.5K -5,000 -10%
PCS
1467
Personal CFO Solutions
New Jersey
$446K -$11K -1,360 -3%
GPGA
1468
Grandeur Peak Global Advisors
Utah
$446K – – –
AIM
1469
Aspen Investment Management
Michigan
$446K +$380K +46,920 New
CCFM
1470
Clear Creek Financial Management
Washington
$445K -$12.9K -1,600 -3%
JWM
1471
JGP Wealth Management
Oregon
$445K -$11.7K -1,440 -3%
FCA
1472
FLC Capital Advisors
California
$444K – – –
TF
1473
TimeScale Financial
Massachusetts
$444K +$55.3K +6,840 +17%
EGA
1474
E&G Advisors
Texas
$443K -$32.4K -4,000 -8%
PC
1475
Pecaut & Co
Iowa
$443K +$377K +46,600 New
57 58
59
60 61