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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2326
StrategIQ Financial Group
Indiana
$243K +$195K +12,160 New
FFWA
2327
FRG Family Wealth Advisors
Washington
$242K +$194K +12,080 New
CA
2328
Callahan Advisors
Texas
$242K +$194K +12,120 New
IAA
2329
Ironsides Asset Advisors
North Carolina
$242K +$194K +12,120 New
MIM
2330
MTM Investment Management
South Carolina
$242K +$194K +12,120 New
GI
2331
Gradient Investments
Minnesota
$241K -$13.5K -840 -7%
JHCP
2332
Jackson Hole Capital Partners
Oklahoma
$241K +$193K +12,040 New
BCM
2333
Birch Capital Management
Texas
$240K – – –
JGIA
2334
Jackson Grant Investment Advisers
Connecticut
$240K +$3.21K +200 +2%
AIA
2335
AIMZ Investment Advisors
California
$240K +$192K +12,000 New
SIAG
2336
Signet Investment Advisory Group
Rhode Island
$240K +$192K +12,000 New
WKWM
2337
Walter & Keenan Wealth Management
Indiana
$240K +$192K +12,000 New
SDWMA
2338
Schneider Downs Wealth Management Advisors
Pennsylvania
$239K +$192K +11,960 New
BCM
2339
BTR Capital Management
California
$238K +$191K +11,920 New
CCM
2340
Carlson Capital Management
Minnesota
$237K +$190K +11,840 New
FWI
2341
Facet Wealth Inc
Maryland
$237K +$190K +11,840 New
RCM
2342
RNC Capital Management
California
$236K -$70.5K -4,400 -27%
MF
2343
Montis Financial
Massachusetts
$235K +$189K +11,760 New
MC
2344
Middleton & Co
Massachusetts
$235K +$754K +47,040 New
BBP
2345
Banco BTG Pactual
Brazil
$234K -$987K -61,560 -84%
MWM
2346
Modera Wealth Management
New Jersey
$233K +$187K +11,640 New
LFG
2347
Lazard Frères Gestion
France
$232K -$89.8K -5,600 -29%
DBIA
2348
Dumont & Blake Investment Advisors
New Jersey
$232K +$186K +11,600 New
MIM
2349
Martin Investment Management
Florida
$232K +$186K +11,600 New
SWMG
2350
Sanchez Wealth Management Group
Florida
$230K +$185K +11,520 New
92 93
94
95 96