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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2201
StrategIQ Financial Group
Indiana
$536K -$6.47K -124 -1%
PIA
2202
Perennial Investment Advisors
California
$536K +$7.57K +145 +1%
AWM
2203
Affinity Wealth Management
Delaware
$535K -$101K -1,942 -16%
ATFA
2204
All Terrain Financial Advisors
Minnesota
$535K +$24.7K +474 +5%
GAB
2205
German American Bancorp
Indiana
$535K +$151K +2,889 +39%
BBA
2206
Braun-Bostich & Associates
Pennsylvania
$535K +$521K +9,991 New
MG
2207
Mather Group
Illinois
$534K -$110K -2,111 -17%
LDFR
2208
Lehman & Derafelo Financial Resources
Pennsylvania
$534K -$33.4K -641 -6%
MHIC
2209
Marble Harbor Investment Counsel
Massachusetts
$533K -$1.51K -29 -0.3%
AGA
2210
Accuvest Global Advisors
Utah
$533K +$148K +2,834 +38%
MPIA
2211
Mountain Pacific Investment Advisers
Idaho
$532K -$122K -2,335 -19%
B
2212
Bridgeworth
Alabama
$531K +$27.5K +528 +5%
PP
2213
PDS Planning
Ohio
$529K -$158K -3,026 -23%
AF
2214
Affiance Financial
Minnesota
$528K – – –
NB
2215
Nicolet Bankshares
Wisconsin
$527K -$87.4K -1,675 -14%
QIM
2216
Quest Investment Management
Oregon
$527K – – –
DJYG
2217
David J. Yvars Group
Florida
$527K +$11.5K +220 +2%
AI
2218
Accredited Investors
Minnesota
$527K +$20.1K +385 +4%
GSEP
2219
Golden State Equity Partners
California
$526K +$2.24K +43 +0.4%
CPA
2220
Capital Planning Advisors
California
$524K -$24.9K -477 -5%
RCI
2221
RS Crum Inc
California
$524K +$526K +10,091 New
CHAM
2222
Clear Harbor Asset Management
Connecticut
$523K -$2.61K -50 -0.5%
EIA
2223
Eldridge Investment Advisors
New Hampshire
$521K +$313 +6 +0.1%
CM
2224
CM Management
Florida
$520K – – –
PAM
2225
Peak Asset Management
Colorado
$519K +$15.5K +298 +3%
87 88
89
90 91