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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2151
Capstone Financial Advisors
Illinois
$578K +$45.6K +795 +8%
EMG
2152
ETF Managers Group
New Jersey
$577K -$219K -3,815 -27%
MHIC
2153
Marble Harbor Investment Counsel
Massachusetts
$577K -$5.74K -100 -1%
HWA
2154
HCR Wealth Advisors
California
$576K -$94.1K -1,639 -14%
RB
2155
Renasant Bank
Mississippi
$576K -$30.1K -524 -5%
EWM
2156
Endurance Wealth Management
Rhode Island
$575K -$7.29K -127 -1%
SAS
2157
Stelac Advisory Services
New York
$574K +$475K +8,280 +421%
NP
2158
NS Partners
United Kingdom
$573K -$767K -13,364 -57%
AIM
2159
Axiom Investment Management
New York
$572K – – –
JF
2160
JSF Financial
California
$572K +$63.9K +1,114 +12%
AF
2161
Affiance Financial
Minnesota
$570K +$517 +9 +0.1%
ICP
2162
Interchange Capital Partners
Pennsylvania
$569K -$79.9K -1,392 -12%
HIC
2163
Hartline Investment Corp
Illinois
$569K +$33.3K +580 +6%
SCM
2164
SOL Capital Management
Maryland
$568K -$10.9K -190 -2%
QIM
2165
Quest Investment Management
Oregon
$568K – – –
WW
2166
Waterfront Wealth
Kansas
$566K +$27.5K +479 +5%
BL
2167
Balentine LLC
Georgia
$566K +$42.8K +746 +8%
KP
2168
Keel Point
Alabama
$566K +$96K +1,673 +20%
ARMC
2169
American Research & Management Company
Massachusetts
$564K -$238K -4,145 -29%
AA
2170
Advisory Alpha
Michigan
$564K +$577K +10,057 New
SICM
2171
Sustainable Insight Capital Management
New York
$563K +$113K +1,971 +24%
KTM
2172
Keeler Thomas Management
Utah
$561K -$23K -401 -4%
EIA
2173
Eldridge Investment Advisors
New Hampshire
$561K +$402 +7 +0.1%
MA
2174
MJP Associates
Connecticut
$561K +$31.7K +552 +6%
MWM
2175
Mattern Wealth Management
Kansas
$560K – – –
85 86
87
88 89