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Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
1026
Sound View Wealth Advisors Group
Georgia
$446K -$84K -1,020 -17%
SPL
1027
Smart Portfolios LLC
Washington
$445K +$5.76K +70 +1%
TPCW
1028
TD Private Client Wealth
New York
$443K +$22.6K +274 +6%
SN
1029
Sittner & Nelson
Oregon
$443K +$41.2K +500 +11%
PL
1030
Perpetual Ltd
Australia
$443K -$149K -1,813 -27%
HFS
1031
Hantz Financial Services
Michigan
$442K +$177K +2,152 +79%
RSWM
1032
Robertson Stephens Wealth Management
California
$438K +$906 +11 +0.2%
HC
1033
Hamilton Capital
Ohio
$437K -$24.3K -295 -6%
GPWA
1034
Gaddis Premier Wealth Advisors
Oklahoma
$434K -$160K -1,948 -29%
DDC
1035
DF Dent & Co
Maryland
$432K – – –
GIM
1036
Goelzer Investment Management
Indiana
$430K +$3.54K +43 +0.9%
CAM
1037
Concorde Asset Management
Michigan
$429K -$22.7K -276 -5%
MIM
1038
Marco Investment Management
Georgia
$426K – – –
HSA
1039
HBK Sorce Advisory
Pennsylvania
$423K +$23.3K +283 +6%
CAM
1040
Cidel Asset Management
Ontario, Canada
$423K +$85.3K +1,036 +28%
BWM
1041
BankPlus Wealth Management
Mississippi
$419K -$62.3K -757 -14%
GVCM
1042
Global View Capital Management
Wisconsin
$418K -$168K -2,038 -31%
SEP
1043
Signature Equity Partners
Ohio
$418K +$379K +4,598 +19,158%
DIM
1044
Delta Investment Management
California
$418K – – –
CCG
1045
Chatham Capital Group
Georgia
$417K – – –
SCA
1046
Sippican Capital Advisors
Massachusetts
$415K -$2.72K -33 -0.7%
BM
1047
Berman McAleer
Maryland
$414K – – –
GHAM
1048
Gilman Hill Asset Management
Connecticut
$413K – – –
1W
1049
1776 Wealth
Georgia
$411K – – –
GFA
1050
Gallagher Fiduciary Advisors
Illinois
$410K -$70.1K -852 -16%
40 41
42
43 44