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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1351
Allied Investment Advisors
Montana
$439K – – –
PP
1352
Patten & Patten
Tennessee
$439K +$15.4K +190 +3%
BCM
1353
BTR Capital Management
California
$437K – – –
SSWM
1354
Smith Salley Wealth Management
North Carolina
$437K +$79.8K +987 +17%
EI
1355
Ethic Inc
New York
$435K +$44.2K +546 +9%
LC
1356
Lindbrook Capital
California
$434K -$51.8K -641 -9%
BCM
1357
Blume Capital Management
California
$433K – – –
JAFL
1358
Jay A. Fishman Ltd
Michigan
$432K +$532K +6,575 New
CM
1359
Columbus Macro
Pennsylvania
$432K – – –
BWM
1360
BerganKDV Wealth Management
Minnesota
$432K +$36.5K +451 +7%
DBIA
1361
Dumont & Blake Investment Advisors
New Jersey
$432K +$531K +6,569 New
IWA
1362
Inspirion Wealth Advisors
Illinois
$431K -$23.5K -290 -4%
SB
1363
Simmons Bank
Arkansas
$429K -$28.2K -349 -5%
RMC
1364
Resources Management Corp
Connecticut
$429K +$339K +4,195 +180%
PCM
1365
Prelude Capital Management
New York
$428K +$168K +2,083 +47%
OIA
1366
OneDigital Investment Advisors
Kansas
$426K +$78.5K +971 +18%
GFS
1367
GYL Financial Synergies
Connecticut
$424K -$87.3K -1,080 -14%
CFA
1368
Carroll Financial Associates
North Carolina
$423K -$6.63K -82 -1%
PFS
1369
Physicians Financial Services
North Carolina
$422K -$80.9K -1,000 -13%
NB
1370
NBT Bank
New York
$422K – – –
GPFA
1371
Game Plan Financial Advisors
Ohio
$422K +$48.5K +600 +10%
DTL
1372
Dynamic Technology Lab
Singapore
$422K +$519K +6,420 New
GCC
1373
Guardian Capital (Canada)
Ontario, Canada
$421K +$48.5K +600 +10%
DJSG
1374
D.J. St. Germain
Massachusetts
$420K +$5.9K +73 +1%
RSWM
1375
Robertson Stephens Wealth Management
California
$419K +$516K +6,374 New
53 54
55
56 57