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Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
2076
Sargent Bickham Lagudis
Colorado
$545K +$3.31K +57 +0.6%
RSWM
2077
Robertson Stephens Wealth Management
California
$545K +$165K +2,836 +45%
BFC
2078
Blue Fin Capital
Rhode Island
$544K -$2.09K -36 -0.4%
RHDIC
2079
R.H. Dinel Investment Counsel
California
$541K -$98.5K -1,695 -15%
WDL
2080
Well Done LLC
Michigan
$541K +$59.3K +1,020 +13%
CAM
2081
Concorde Asset Management
Michigan
$541K +$149K +2,556 +39%
NAS
2082
Nicolet Advisory Services
Wisconsin
$540K -$288K -4,951 -35%
WB
2083
West Bancorporation
Iowa
$540K – – –
SAM
2084
Security Asset Management
New York
$539K -$191K -3,287 -27%
GBBWRPM
2085
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$539K -$144K -2,476 -21%
PIA
2086
Perennial Investment Advisors
California
$538K -$151K -2,596 -22%
PWAG
2087
Polaris Wealth Advisory Group
California
$537K -$92.5K -1,592 -15%
RC
2088
Reik & Co
New York
$537K – – –
OWA
2089
Outlook Wealth Advisors
Texas
$535K +$41.8K +719 +9%
CWM
2090
Confluence Wealth Management
Oregon
$532K -$102K -1,758 -17%
SIS
2091
Sound Income Strategies
Florida
$531K -$65.1K -1,120 -11%
SWRP
2092
Summit Wealth & Retirement Planning
California
$530K -$89.9K -1,547 -15%
WCM
2093
WealthBridge Capital Management
Ohio
$530K -$6.86K -118 -1%
HCA
2094
Harbour Capital Advisors
Virginia
$527K -$29.1K -500 -5%
MA
2095
MONECO Advisors
Connecticut
$527K +$44.4K +764 +9%
PCTC
2096
Perkins Coie Trust Company
Washington
$526K -$53.2K -916 -9%
GPWA
2097
Great Point Wealth Advisors
Massachusetts
$526K – – –
HIS
2098
Horizon Investment Services
Indiana
$526K +$25.4K +437 +5%
WG
2099
Watchman Group
Texas
$525K +$30.4K +524 +6%
BP
2100
BBR Partners
New York
$524K -$2.08M -35,882 -80%
82 83
84
85 86