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Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
1201
Vaughan David Investments
Illinois
$271K +$1.47K +26 +0.6%
FI
1202
FormulaFolio Investments
Michigan
$271K +$262K +4,634 New
SGK
1203
Steigerwald Gordon & Koch
Virginia
$265K +$1.07K +19 +0.4%
FAM
1204
Foresters Asset Management
Ontario, Canada
$264K – – –
SSWM
1205
Sheets Smith Wealth Management
North Carolina
$263K – – –
SFWA
1206
Summit Financial Wealth Advisors
Louisiana
$263K +$10.6K +188 +4%
SIC
1207
SFE Investment Counsel
California
$260K -$3.06K -54 -1%
RGC
1208
Roberts, Glore & Co
Illinois
$258K -$46.7K -825 -16%
NFG
1209
Nadler Financial Group
Illinois
$258K +$11.4K +201 +5%
YMRC
1210
Yorktown Management & Research Company
Virginia
$257K – – –
BCM
1211
Barometer Capital Management
Ontario, Canada
$257K +$249K +4,400 New
RIM
1212
Regent Investment Management
Kentucky
$256K +$248K +4,383 New
ITIM
1213
Indiana Trust & Investment Management
Indiana
$255K -$7.87K -139 -3%
GRP
1214
Global Retirement Partners
California
$255K +$22.5K +397 +10%
MBT
1215
Montecito Bank & Trust
California
$254K +$28.3K +500 +13%
CFA
1216
CT Financial Advisors
Pennsylvania
$252K – – –
HCM
1217
Highbridge Capital Management
New York
$252K +$244K +4,320 New
AAM
1218
Autus Asset Management
Arizona
$251K -$26.6K -470 -10%
OA
1219
Opes Advisors
California
$251K +$243K +4,295 New
WPP
1220
Whalerock Point Partners
Rhode Island
$248K +$16.4K +289 +7%
HB
1221
Homrich & Berg
Georgia
$247K -$30.3K -535 -11%
LWIC
1222
Leith Wheeler Investment Counsel
British Columbia, Canada
$247K +$240K +4,238 New
RBC
1223
Ronald Blue & Co
Georgia
$245K -$6.73K -119 -3%
MSAM
1224
Moloney Securities Asset Management
Missouri
$244K -$1.64K -29 -0.7%
DWM
1225
Destination Wealth Management
California
$242K -$30.7K -542 -12%
47 48
49
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