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Name Holding Trade Value Shares
Change 		Change in
Stake
DR
976
Davis Rea
Ontario, Canada
$208K -$6.04K -50 -3%
SSCA
977
South Shore Capital Advisors
Massachusetts
$206K -$225K -1,860 -50%
RG
978
Rikoon Group
New Mexico
$206K +$8.46K +70 +4%
ESBC
979
E.S. Barr & Co
Kentucky
$205K – – –
SG
980
Strid Group
Pennsylvania
$205K +$224K +1,850 New
22CM
981
20/20 Capital Management
California
$204K +$222K +1,840 New
GFS
982
GYL Financial Synergies
Connecticut
$201K +$220K +1,820 New
H
983
HoyleCohen
California
$201K +$220K +1,820 New
HIP
984
HUB Investment Partners
Texas
$201K +$220K +1,820 New
GIP
985
Granite Investment Partners
California
$200K -$101K -840 -32%
RWA
986
Redhawk Wealth Advisors
Minnesota
$200K -$72.5K -600 -25%
CAI
987
Capital Advisors Inc
Oklahoma
$200K – – –
DFA
988
Delta Financial Advisors
Louisiana
$200K +$219K +1,810 New
HB
989
Homrich & Berg
Georgia
$200K +$219K +1,810 New
QCG
990
Quadrant Capital Group
Ohio
$195K +$143K +1,180 +203%
GI
991
Gradient Investments
Minnesota
$188K – – –
MSFP
992
Mark Sheptoff Financial Planning
Connecticut
$188K – – –
BFC
993
Bedel Financial Consulting
Indiana
$185K +$59.2K +490 +42%
PO
994
Private Ocean
California
$183K -$297K -2,460 -60%
CI
995
CX Institutional
Indiana
$181K – – –
AIM
996
Acropolis Investment Management
Missouri
$176K +$23K +190 +14%
MWA
997
Moser Wealth Advisors
Washington
$168K +$89.4K +740 +95%
CM
998
Capula Management
Cayman Islands
$168K +$184K +1,520 New
TC
999
Truvestments Capital
Florida
$167K +$9.67K +80 +6%
CCM
1000
Cribstone Capital Management
Maine
$167K +$181K +1,500 +15,000%
38 39
40
41 42