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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1801
Cedar Capital
Illinois
$660K +$10.8K +190 +2%
AIM
1802
Advantage Investment Management
Iowa
$659K -$94.1K -1,661 -13%
WIA
1803
Westbourne Investment Advisors
Maryland
$659K -$11.3K -200 -2%
RHDIC
1804
R.H. Dinel Investment Counsel
California
$657K +$99.1K +1,750 +19%
BAM
1805
Boyar Asset Management
New York
$656K -$5.66K -100 -0.9%
MWM
1806
Meridian Wealth Management
Kentucky
$655K +$33.9K +599 +6%
NAS
1807
Nicolet Advisory Services
Wisconsin
$655K +$627K +11,076 New
QI
1808
Qtron Investments
Massachusetts
$652K – – –
CCM
1809
Chilton Capital Management
Texas
$652K +$81.5K +1,440 +15%
NJBEST
1810
New Jersey Better Educational Savings Trust
New Jersey
$650K +$283K +5,000 +83%
SI
1811
SCP Investment
California
$650K +$623K +11,000 New
GG
1812
GenWealth Group
New Jersey
$648K +$793 +14 +0.1%
CBFP
1813
Cedar Brook Financial Partners
Ohio
$645K +$14.6K +257 +2%
PFBT
1814
Parkside Financial Bank & Trust
Missouri
$645K +$73.5K +1,298 +14%
PAS
1815
Partnervest Advisory Services
California
$641K -$738K -13,025 -55%
NPF
1816
Norris Perne & French
Michigan
$640K -$8.49K -150 -1%
SDWIA
1817
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$638K -$4.42K -78 -0.7%
BFC
1818
Blue Fin Capital
Rhode Island
$638K +$2.44K +43 +0.4%
JPMIA
1819
J.P. Marvel Investment Advisors
Massachusetts
$635K – – –
AWA
1820
Acorn Wealth Advisors
Michigan
$635K +$340 +6 +0.1%
HR
1821
Howe & Rusling
New York
$634K +$95.7K +1,690 +19%
LMAM
1822
Legg Mason Asset Management
Japan
$633K -$96.3K -1,700 -14%
BMCM
1823
Bryn Mawr Capital Management
Pennsylvania
$633K +$257K +4,536 +73%
LIA
1824
LBMC Investment Advisors
Tennessee
$631K -$108K -1,899 -15%
SCG
1825
Sonata Capital Group
Washington
$630K – – –
71 72
73
74 75