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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2551
Segment Wealth Management
Texas
$285K – – –
TA
2552
Trellis Advisors
Washington
$285K +$4.93K +83 +2%
CI
2553
CX Institutional
Indiana
$284K -$107K -1,807 -27%
APW
2554
Austin Private Wealth
Texas
$284K +$63.4K +1,068 +28%
LI
2555
Lafayette Investments
Maryland
$283K – – –
WIA
2556
Westbourne Investment Advisors
Maryland
$281K +$284K +4,780 New
HWM
2557
Hemington Wealth Management
Virginia
$280K +$283K +4,764 New
CA
2558
CGN Advisors
Kansas
$280K +$283K +4,767 New
IA
2559
IFG Advisors
Missouri
$278K -$14.6K -245 -5%
SSW
2560
Smith Shellnut Wilson
Mississippi
$278K +$15.9K +267 +6%
SPI
2561
Santori & Peters Inc
Pennsylvania
$277K -$33.1K -557 -10%
CL
2562
CIM LLC
New York
$277K +$297 +5 +0.1%
SFFS
2563
Stonehage Fleming Financial Services
Jersey
$275K – – –
GAM
2564
Garrison Asset Management
Arkansas
$274K -$294K -4,952 -52%
PFA
2565
Paradigm Financial Advisors
Missouri
$274K -$52.6K -886 -16%
CMBA
2566
C.M. Bidwell & Associates
Hawaii
$274K -$22.5K -379 -8%
NFSG
2567
Newbridge Financial Services Group
Florida
$274K -$5.58K -94 -2%
W
2568
Wealthquest
Ohio
$274K +$38.9K +655 +16%
MAP
2569
Milestone Advisory Partners
North Carolina
$273K – – –
UCI
2570
Uncommon Cents Investing
Wisconsin
$272K -$83.2K -1,401 -23%
MAS
2571
Managed Account Services
Florida
$272K – – –
CL
2572
COWA LLC
Oklahoma
$272K +$283K +4,764 New
SLA
2573
Silver Lake Advisory
Utah
$271K +$2.02K +34 +0.7%
CWM
2574
Chronos Wealth Management
Florida
$270K – – –
RWI
2575
Red Wave Investments
Pennsylvania
$270K +$273K +4,593 New
101 102
103
104 105