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Name Holding Trade Value Shares
Change 		Change in
Stake
PG
701
Prostatis Group
Maryland
$227K +$175K +494 New
SDH
702
Sloy Dahl & Holst
Washington
$225K +$173K +490 New
IC
703
IEQ Capital
California
$223K +$172K +486 New
WAP
704
Wealthcare Advisory Partners
Pennsylvania
$222K +$26.5K +75 +18%
VC
705
Vicus Capital
Pennsylvania
$221K -$195K -550 -53%
PWM
706
Perigon Wealth Management
California
$221K +$170K +481 New
CAM
707
Claret Asset Management
Quebec, Canada
$219K +$169K +477 New
CPO
708
Cerity Partners OCIO
New York
$216K +$166K +470 New
ODG
709
O'Dell Group
Ohio
$216K +$167K +471 New
GIM
710
Greylin Investment Management
Virginia
$214K +$165K +467 New
9WM
711
9258 Wealth Management
Ohio
$213K +$164K +463 New
IWC
712
Integrated Wealth Concepts
Massachusetts
$212K +$163K +461 New
ANTB
713
AMG National Trust Bank
Colorado
$207K +$159K +450 New
SFG
714
SageGuard Financial Group
Tennessee
$206K +$158K +448 New
CIP
715
Chartwell Investment Partners
Pennsylvania
$206K +$159K +449 New
RM
716
Resource Management
Louisiana
$205K +$158K +447 New
CCIA
717
Cherry Creek Investment Advisors
Colorado
$203K +$157K +443 New
SSB
718
Sandy Spring Bank
Maryland
$202K – – –
SIC
719
Salem Investment Counselors
North Carolina
$194K -$63.3K -179 -30%
TFM
720
TFC Financial Management
Massachusetts
$194K +$3.54K +10 +2%
CFA
721
Carroll Financial Associates
North Carolina
$190K +$119K +337 +438%
MA
722
Modus Advisors
Minnesota
$189K +$146K +412 New
GEA
723
Glen Eagle Advisors
New Jersey
$184K -$141K -400 -50%
RCA
724
Ranch Capital Advisors
Florida
$175K +$14.9K +42 +12%
LFG
725
Larson Financial Group
Missouri
$174K +$1.77K +5 +1%
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