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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1776
SignalPoint Asset Management
Missouri
$351K +$208 +2 +0.1%
SHGA
1777
Sand Hill Global Advisors
California
$350K -$7.37K -71 -2%
BEC
1778
Blue Edge Capital
Virginia
$350K – – –
OFG
1779
Omega Financial Group
California
$347K – – –
WPW
1780
Watershed Private Wealth
Illinois
$347K -$51.6K -497 -12%
CC
1781
Copperleaf Capital
North Carolina
$346K +$26.7K +257 +8%
FIM
1782
Fernwood Investment Management
Massachusetts
$345K -$3.11K -30 -0.9%
PG
1783
Patten Group
Tennessee
$345K -$178K -1,715 -33%
HIP
1784
HUB Investment Partners
Texas
$345K +$362K +3,483 New
FBT
1785
First Bank & Trust
South Dakota
$344K – – –
IP
1786
Investment Partners
Ohio
$344K +$59.9K +577 +20%
WA
1787
Wambolt & Associates
Colorado
$343K -$24.2K -233 -6%
RB
1788
Renasant Bank
Mississippi
$343K -$23K -222 -6%
FIB
1789
First Interstate Bank
Montana
$341K -$105K -1,013 -23%
CCFM
1790
Clear Creek Financial Management
Washington
$340K -$11.3K -109 -3%
SEP
1791
Southland Equity Partners
Missouri
$338K +$8.51K +82 +2%
SQA
1792
Simon Quick Advisors
New Jersey
$337K +$3.32K +32 +0.9%
WDG
1793
Wealth Dimensions Group
Ohio
$337K +$104 +1 +0%
CAI
1794
Capital Advisors Inc
Oklahoma
$337K +$33.5K +323 +11%
SFP
1795
Sweet Financial Partners
Minnesota
$336K -$41.2K -397 -10%
RFWA
1796
RPg Family Wealth Advisory
Massachusetts
$336K +$352K +3,394 New
FMN
1797
Financial Management Network
California
$335K -$139K -1,343 -28%
EAM
1798
Evanson Asset Management
California
$335K +$4.36K +42 +1%
MFA
1799
Mayflower Financial Advisors
Massachusetts
$335K -$12.2K -118 -3%
OFG
1800
Oxford Financial Group
Indiana
$334K +$1.04K +10 +0.3%
70 71
72
73 74