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Name Holding Trade Value Shares
Change 		Change in
Stake
RLIM
2601
Red Lighthouse Investment Management
New York
$600K +$583K +2,889 New
FAFN
2602
First Affirmative Financial Network
Colorado
$599K -$103K -509 -15%
LIA
2603
LBMC Investment Advisors
Tennessee
$599K – – –
T
2604
TrueFG
Texas
$598K – – –
WAOI
2605
Wealth Advisors of Iowa
Iowa
$597K -$29.8K -148 -5%
VA
2606
Valmark Advisers
Ohio
$597K -$1.61K -8 -0.3%
WCM
2607
Wedge Capital Management
North Carolina
$596K +$4.84K +24 +0.8%
BWM
2608
Baron Wealth Management
Michigan
$595K +$578K +2,864 New
BPGAM
2609
BTG Pactual Global Asset Management
Bermuda
$594K -$97.8K -485 -14%
AP
2610
Advisors Preferred
Maryland
$594K +$578K +2,864 New
RWI
2611
Red Wave Investments
Pennsylvania
$593K -$131K -648 -19%
ARC
2612
Advisor Resource Council
Texas
$593K -$41.9K -208 -7%
TCBWMS
2613
Texas Capital Bank Wealth Management Services
Texas
$592K +$78.9K +391 +16%
MAM
2614
Marotta Asset Management
Virginia
$591K +$33.5K +166 +6%
DCM
2615
Dimension Capital Management
Florida
$591K +$56.1K +278 +11%
SIC
2616
Samalin Investment Counsel
New York
$591K +$1.41K +7 +0.2%
AA
2617
Advisory Alpha
Michigan
$588K -$1.01K -5 -0.2%
SC
2618
Saiph Capital
New Jersey
$586K +$16.9K +84 +3%
KC
2619
Knuff & Co
California
$586K – – –
PIMG
2620
Patriot Investment Management Group
Tennessee
$584K +$60.3K +299 +13%
CPA
2621
Court Place Advisors
Maryland
$583K – – –
BCM
2622
Bienville Capital Management
New York
$582K – – –
CAM
2623
Claret Asset Management
Quebec, Canada
$580K +$14.1K +70 +3%
ERWM
2624
Elk River Wealth Management
Colorado
$576K – – –
SPC
2625
Stewart & Patten Company
California
$575K -$10.1K -50 -2%
103 104
105
106 107