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Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
2301
Westover Capital Advisors
Delaware
$202K -$411K -19,552 -66%
PP
2302
Patron Partners
Texas
$202K -$120K -5,724 -37%
GIP
2303
Granite Investment Partners
California
$202K -$67.9K -3,233 -25%
UCI
2304
Uncommon Cents Investing
Wisconsin
$202K – – –
CWM
2305
Centric Wealth Management
Illinois
$202K +$1.51K +72 +0.7%
MSCM
2306
McElhenny Sheffield Capital Management
Texas
$202K +$208K +9,886 New
CWP
2307
Concord Wealth Partners
Virginia
$201K -$175K -8,331 -46%
NEIRG
2308
New England Investment & Retirement Group
Massachusetts
$201K -$22.1K -1,053 -10%
SDJVC
2309
St. Denis J. Villere & Co
Louisiana
$201K -$5.55K -264 -3%
FPB
2310
First PREMIER Bank
South Dakota
$201K +$63.6K +3,027 +44%
AFP
2311
Advus Financial Partners
Florida
$201K +$227K +10,814 New
SWMG
2312
Signature Wealth Management Group
Georgia
$200K -$2.8M -133,112 -93%
NG
2313
Northstar Group
New York
$200K +$525 +25 +0.3%
LC
2314
Lindbrook Capital
California
$199K -$123K -5,864 -38%
NIM
2315
NuWave Investment Management
New Jersey
$198K -$399 -19 -0.2%
CPR
2316
CSU Producer Resources
Ohio
$194K – – –
ICM
2317
Islay Capital Management
Texas
$194K – – –
RCWMU
2318
Rothschild & Co Wealth Management (UK)
United Kingdom
$193K – – –
WIM
2319
Westside Investment Management
California
$190K -$142K -6,763 -24%
FMB
2320
Field & Main Bank
Kentucky
$188K – – –
NL
2321
NVWM LLC
Pennsylvania
$183K -$86.2K -4,105 -31%
EWM
2322
Evermay Wealth Management
Virginia
$181K -$58.7K -2,794 -24%
BWP
2323
Baldwin Wealth Partners
Massachusetts
$181K -$32K -1,523 -15%
ARMC
2324
American Research & Management Company
Massachusetts
$179K – – –
AIM
2325
Acropolis Investment Management
Missouri
$178K -$124K -5,892 -40%
91 92
93
94 95