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Name Holding Trade Value Shares
Change 		Change in
Stake
OR
1351
Olympiad Research
Connecticut
$294K +$271K +3,962 New
VCM
1352
Versant Capital Management
Arizona
$293K -$97.9K -1,429 -27%
SMA
1353
Sage Mountain Advisors
Georgia
$292K -$38.7K -565 -13%
MIA
1354
MainStreet Investment Advisors
Illinois
$291K -$113K -1,657 -30%
EPA
1355
Element Pointe Advisors
Florida
$291K – – –
CWG
1356
Cornerstone Wealth Group
North Carolina
$290K +$11.8K +172 +5%
IPW
1357
Impact Partnership Wealth
Georgia
$289K -$565K -8,251 -68%
KMWM
1358
Keudell/Morrison Wealth Management
Oregon
$289K -$479 -7 -0.2%
RCG
1359
Regatta Capital Group
California
$289K – – –
AFG
1360
Albion Financial Group
Utah
$289K – – –
CFP
1361
Catalyst Financial Partners
Massachusetts
$288K +$30.5K +445 +13%
BC
1362
Barrett & Company
Rhode Island
$287K +$20.5K +300 +8%
NSB
1363
Norway Savings Bank
Maine
$285K -$154K -2,250 -37%
RMC
1364
Ring Mountain Capital
California
$284K -$77K -1,125 -23%
AAP
1365
Arax Advisory Partners
Colorado
$283K -$73.1K -1,068 -22%
AIA
1366
AssuredPartners Investment Advisors
Florida
$282K -$84.2K -1,230 -24%
MSR
1367
Main Street Research
Connecticut
$282K +$260K +3,800 New
FSA
1368
Financial Sense Advisors
California
$280K -$12.5K -182 -5%
MWA
1369
Moser Wealth Advisors
Washington
$279K -$146K -2,138 -36%
BCV
1370
Banque Cantonale Vaudoise
Switzerland
$279K -$1.18M -17,285 -82%
SIG
1371
Sky Investment Group
Connecticut
$278K – – –
KA
1372
Klingman & Associates
New York
$278K +$256K +3,744 New
OC
1373
Optima Capital
Oregon
$277K +$33.8K +494 +15%
HBW
1374
Hazlett, Burt & Watson
West Virginia
$275K +$4.11K +60 +2%
MFGM
1375
Marshall Financial Group (Maryland)
Maryland
$273K +$31.6K +461 +15%
53 54
55
56 57