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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1476
Capital Performance Advisors
California
$301K +$116K +1,381 +64%
SAI
1477
Savvy Advisors Inc
New York
$301K +$70.2K +835 +31%
PAG
1478
Poinciana Advisors Group
Florida
$300K +$295K +3,511 New
LIA
1479
LBMC Investment Advisors
Tennessee
$299K – – –
WI
1480
Westbourne Investments
Virginia
$299K +$294K +3,500 New
TGAM
1481
TBH Global Asset Management
Tennessee
$298K -$9.75K -116 -3%
FCBT
1482
First Citizens Bank & Trust
North Carolina
$296K +$5.46K +65 +2%
WFI
1483
West Family Investments
California
$295K -$4.54K -54 -2%
FBFS
1484
First Business Financial Services
Wisconsin
$294K -$8.41K -100 -3%
BMCM
1485
Bryn Mawr Capital Management
Pennsylvania
$293K -$841 -10 -0.3%
PFBT
1486
Parkside Financial Bank & Trust
Missouri
$293K +$15.1K +179 +6%
KMWM
1487
Keudell/Morrison Wealth Management
Oregon
$293K +$168 +2 +0.1%
OWP
1488
ORG Wealth Partners
Texas
$292K +$97.3K +1,157 +51%
SF
1489
Symphony Financial
Texas
$292K +$274K +3,259 New
IFU
1490
iSAM Funds (UK)
United Kingdom
$292K +$288K +3,422 New
MFA
1491
Mayflower Financial Advisors
Massachusetts
$292K -$14.2K -169 -5%
MCM
1492
Manchester Capital Management
Vermont
$292K +$336 +4 +0.1%
CH
1493
Cromwell Holdings
Wyoming
$290K – – –
TSS
1494
Two Sigma Securities
New York
$288K +$57.6K +685 +25%
WWM
1495
Wolff Wiese Magana
California
$288K +$270K +3,211 +1,911%
CT
1496
Colonial Trust
South Carolina
$287K +$46.2K +549 +20%
OC
1497
Oarsman Capital
Wisconsin
$287K -$841 -10 -0.3%
AA
1498
Alta Advisers
United Kingdom
$286K +$4.46K +53 +2%
NJIM
1499
Nabity-Jensen Investment Management
Nebraska
$286K +$34.3K +408 +14%
SAG
1500
SageView Advisory Group
California
$285K +$281K +3,343 New
58 59
60
61 62