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Name Holding Trade Value Shares
Change 		Change in
Stake
GAAM
1401
Guinness Atkinson Asset Management
California
$756K – – –
FG
1402
Foster Group
Iowa
$755K – – –
HC
1403
Hatton Consulting
Arizona
$755K +$688K +2,922 New
OL
1404
Optas LLC
Texas
$751K +$91.1K +387 +15%
ZB
1405
Zions Bancorporation
Utah
$744K +$376K +1,596 +125%
HFS
1406
Howard Financial Services
Texas
$738K -$28.2K -120 -4%
ER
1407
Enlightenment Research
Florida
$737K -$1.45M -6,150 -68%
WIA
1408
World Investment Advisors
California
$737K -$177K -753 -21%
FMTC
1409
Farmers & Merchants Trust Company
California
$737K -$141K -600 -17%
QPWM
1410
Quadrant Private Wealth Management
Pennsylvania
$737K -$126K -537 -16%
MA
1411
Montag & Associates
Georgia
$736K +$13.4K +57 +2%
CF
1412
Copperwynd Financial
Arizona
$735K -$6.18M -26,241 -90%
SCI
1413
Stableford Capital II
Arizona
$733K -$52.3K -222 -8%
SF
1414
Symphony Financial
Texas
$732K -$486K -2,064 -42%
DA
1415
DSC Advisors
Illinois
$732K -$38.8K -165 -6%
EIG
1416
Ellenbecker Investment Group
Wisconsin
$731K -$30.4K -129 -4%
EDRIA
1417
Edmonds Duncan Registered Investment Advisors
Kansas
$731K – – –
TCOT
1418
Trust Company of Toledo
Ohio
$731K – – –
CIAS
1419
Capital Investment Advisory Services
North Carolina
$727K -$133K -564 -17%
AIC
1420
Archer Investment Corporation
Indiana
$724K – – –
VV
1421
Verity & Verity
South Carolina
$722K -$7.06K -30 -2%
MF
1422
Montis Financial
Massachusetts
$721K +$4.94K +21 +0.8%
LHC
1423
Little House Capital
Massachusetts
$719K +$9.18K +39 +1%
SFA
1424
Souders Financial Advisors
Ohio
$719K +$79.1K +336 +14%
WAM
1425
WealthTrust Asset Management
Florida
$718K – – –
55 56
57
58 59