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Name Holding Trade Value Shares
Change 		Change in
Stake
APC
1801
Aspire Private Capital
North Carolina
$716K -$36.5K -634 -5%
SA
1802
Shilanski & Associates
Alaska
$712K +$9.27K +161 +1%
EAM
1803
Evanson Asset Management
California
$706K -$14.8K -257 -2%
LIM
1804
Lathrop Investment Management
Arkansas
$703K +$392K +6,812 +141%
BAM
1805
Brave Asset Management
New Jersey
$702K +$9.27K +161 +1%
MWM
1806
Meridian Wealth Management
Kentucky
$700K +$50K +869 +8%
PWAC
1807
Private Wealth Advisors (California)
California
$698K +$61.3K +1,065 +10%
HSWM
1808
Hubbell Strickland Wealth Management
Louisiana
$697K +$665K +11,542 New
KA
1809
KLCM Advisors
Wisconsin
$696K -$6.45K -112 -1%
OPCM
1810
Osborne Partners Capital Management
California
$696K +$11.5K +200 +2%
SDWIA
1811
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$696K +$39.3K +683 +6%
CAM
1812
Congress Asset Management
Massachusetts
$696K +$39.7K +689 +6%
PFBT
1813
Parkside Financial Bank & Trust
Missouri
$694K +$33.3K +579 +5%
WA
1814
Wealth Architects
California
$693K -$11K -191 -2%
9WM
1815
9258 Wealth Management
Ohio
$693K -$1.96K -34 -0.3%
LIA
1816
LBMC Investment Advisors
Tennessee
$693K +$2.19K +38 +0.3%
CC
1817
Cedar Capital
Illinois
$691K +$28.5K +495 +5%
MIFH
1818
Migdal Insurance & Financial Holdings
Israel
$691K +$310K +5,383 +87%
HR
1819
Howe & Rusling
New York
$685K +$26.3K +456 +4%
CBFP
1820
Cedar Brook Financial Partners
Ohio
$683K -$19.6K -340 -3%
TCMG
1821
TSP Capital Management Group
New Jersey
$679K – – –
SMFS
1822
Squar Milner Financial Services
California
$679K +$302K +5,249 +85%
GCMG
1823
Gyroscope Capital Management Group
Florida
$672K +$70.2K +1,219 +12%
RHDIC
1824
R.H. Dinel Investment Counsel
California
$671K – – –
SCG
1825
Sonata Capital Group
Washington
$671K +$25.9K +450 +4%
71 72
73
74 75