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Name Holding Trade Value Shares
Change 		Change in
Stake
ATIA
1101
American Trust Investment Advisors
New Hampshire
$227K +$170K +3,150 New
DI
1102
Diligent Investors
California
$227K +$170K +3,150 New
DSAM
1103
Dock Street Asset Management
Florida
$227K +$170K +3,150 New
GWAG
1104
Garrett Wealth Advisory Group
Texas
$227K +$170K +3,150 New
PJSIMP
1105
P.J. Schmidt Investment Management (PJS)
Wisconsin
$227K +$170K +3,150 New
SFM
1106
Signet Financial Management
New Jersey
$226K +$129K +2,385 New
TIM
1107
Total Investment Management
Arizona
$225K +$169K +3,120 New
LWA
1108
Lenox Wealth Advisors
New York
$224K -$11.4K -210 -6%
PV
1109
Private Vista
Illinois
$223K +$167K +3,090 New
TC
1110
TownSquare Capital
Utah
$220K -$210K -3,885 -64%
DI
1111
DFPG Investments
Utah
$220K +$128K +2,370 New
BB
1112
Busey Bank
Illinois
$220K +$166K +3,060 New
CC
1113
Cornerstone Capital
California
$220K +$166K +3,060 New
SAM
1114
SignalPoint Asset Management
Missouri
$220K +$166K +3,060 New
HFP
1115
Holistic Financial Partners
Indiana
$219K +$165K +3,045 New
GEA
1116
Glen Eagle Advisors
New Jersey
$218K -$15.4K -285 -9%
WAM
1117
Wolverine Asset Management
Illinois
$218K -$1.28M -23,715 -89%
LWM
1118
Laidlaw Wealth Management
New York
$217K +$163K +3,015 New
EWM
1119
Endurance Wealth Management
Rhode Island
$216K -$6.49K -120 -4%
TIM
1120
Tortoise Investment Management
New York
$216K – – –
APW
1121
Austin Private Wealth
Texas
$216K +$162K +3,000 New
CCP
1122
Clarkston Capital Partners
Michigan
$216K +$162K +3,000 New
DLG
1123
Daniel L. Goodwin
$216K +$162K +3,000 New
ERIM
1124
Eagle Ridge Investment Management
Connecticut
$216K +$162K +3,000 New
EIA
1125
Eldridge Investment Advisors
New Hampshire
$216K +$162K +3,000 New
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