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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1676
Cox Capital Management
Massachusetts
$507K +$902 +8 +0.2%
KF
1677
Krilogy Financial
Missouri
$506K +$229K +2,027 +88%
CPWA
1678
Cerro Pacific Wealth Advisors
California
$505K +$12.3K +109 +3%
BONH
1679
Bank of New Hampshire
New Hampshire
$504K -$81.2K -720 -14%
CNBTD
1680
Citizens National Bank Trust Department
Mississippi
$502K -$69.3K -615 -13%
FHB
1681
First Hawaiian Bank
Hawaii
$502K -$41.6K -369 -8%
DIA
1682
Dana Investment Advisors
Wisconsin
$502K – – –
FAN
1683
Financial Advisors Network
California
$502K – – –
LWANC
1684
Laurel Wealth Advisors (North Carolina)
North Carolina
$501K – – –
APIM
1685
Agate Pass Investment Management
Washington
$501K +$483K +4,284 New
PFA
1686
Paradigm Financial Advisors
Missouri
$500K – – –
RP
1687
Riverwater Partners
Wisconsin
$500K +$482K +4,277 New
PWPS
1688
Pinnacle Wealth Planning Services
Ohio
$499K -$124K -1,100 -20%
SHFA
1689
SC&H Financial Advisors
Maryland
$496K +$478K +4,243 New
BCP
1690
Blue Chip Partners
Michigan
$494K -$53.6K -475 -10%
TRIA
1691
Trail Ridge Investment Advisors
Colorado
$494K +$476K +4,225 New
BL
1692
Balentine LLC
Georgia
$491K +$118K +1,048 +33%
WSCM
1693
Wellington Shields Capital Management
New York
$489K +$789 +7 +0.2%
MC
1694
Merlin Capital
Rhode Island
$489K +$472K +4,183 New
NPF
1695
Norris Perne & French
Michigan
$487K – – –
GCP
1696
Gill Capital Partners
Colorado
$487K +$35.7K +317 +8%
FC
1697
FORA Capital
Florida
$487K +$470K +4,165 New
PIM
1698
Profit Investment Management
Maryland
$486K – – –
GWM
1699
Gitterman Wealth Management
New Jersey
$485K -$241K -2,140 -34%
LFA
1700
Legacy Financial Advisors
Kentucky
$485K -$206K -1,826 -31%
66 67
68
69 70