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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1001
SRH Advisors
Kansas
$63K – – –
CAC
1002
Core Alternative Capital
Georgia
$62.7K +$21.1K +666 +51%
LC
1003
Lindbrook Capital
California
$62.2K +$26.1K +824 +72%
RTC
1004
Riverview Trust Company
Washington
$61.3K – – –
TCM
1005
Tradewinds Capital Management
Washington
$60.5K – – –
C
1006
Covestor
United Kingdom
$59K -$5.26K -166 -8%
HBW
1007
Hazlett, Burt & Watson
West Virginia
$58K +$58.4K +1,840 New
CLOS
1008
Compagnie Lombard Odier SCmA
Switzerland
$55.4K – – –
LS
1009
Livforsakringsbolaget Skandia
Sweden
$53.9K – – –
SSB
1010
Sandy Spring Bank
Maryland
$51.8K +$12.5K +394 +32%
DAM
1011
Delta Asset Management
Tennessee
$48.6K -$23.8K -750 -33%
AP
1012
Arlington Partners
Alabama
$46.6K +$9.86K +311 +27%
CCP
1013
Carmel Capital Partners
California
$44.4K +$44.4K +1,401 New
WAM
1014
Worth Asset Management
Texas
$44.1K +$33K +1,040 +297%
DMBA
1015
Deseret Mutual Benefit Administrators
Utah
$43.3K +$7.26K +229 +20%
CIA
1016
Cape Investment Advisory
Georgia
$42.4K +$42.4K +1,337 New
HPC
1017
HM Payson & Co
Maine
$41.2K -$5.2K -164 -11%
CFFP
1018
Center for Financial Planning
Michigan
$41.2K -$317 -10 -0.8%
RM
1019
Redpoint Management
California
$39.8K +$39.9K +1,257 New
CTA
1020
Colonial Trust Advisors
South Carolina
$37.4K +$37.3K +1,175 +23,500%
AWM
1021
Accel Wealth Management
Iowa
$36.9K -$1.59K -50 -4%
GFL
1022
Granite FO LLC
New Hampshire
$36.5K +$37.3K +1,175 New
GI
1023
Gradient Investments
Minnesota
$36.4K +$3.17K +100 +10%
TWA
1024
TCI Wealth Advisors
Arizona
$35.9K -$9.32K -294 -21%
TFA
1025
Toth Financial Advisory
Virginia
$35.2K – – –
39 40
41
42 43