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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
2201
Perennial Investment Advisors
California
$536K +$7.57K +145 +1%
AWM
2202
Affinity Wealth Management
Delaware
$535K -$101K -1,942 -16%
ATFA
2203
All Terrain Financial Advisors
Minnesota
$535K +$24.7K +474 +5%
GAB
2204
German American Bancorp
Indiana
$535K +$151K +2,889 +39%
BBA
2205
Braun-Bostich & Associates
Pennsylvania
$535K +$521K +9,991 New
MG
2206
Mather Group
Illinois
$534K -$110K -2,111 -17%
LDFR
2207
Lehman & Derafelo Financial Resources
Pennsylvania
$534K -$33.4K -641 -6%
MHIC
2208
Marble Harbor Investment Counsel
Massachusetts
$533K -$1.51K -29 -0.3%
AGA
2209
Accuvest Global Advisors
Utah
$533K +$148K +2,834 +38%
MPIA
2210
Mountain Pacific Investment Advisers
Idaho
$532K -$122K -2,335 -19%
B
2211
Bridgeworth
Alabama
$531K +$27.5K +528 +5%
PP
2212
PDS Planning
Ohio
$529K -$158K -3,026 -23%
AF
2213
Affiance Financial
Minnesota
$528K – – –
NB
2214
Nicolet Bankshares
Wisconsin
$527K -$87.4K -1,675 -14%
QIM
2215
Quest Investment Management
Oregon
$527K – – –
DJYG
2216
David J. Yvars Group
Florida
$527K +$11.5K +220 +2%
AI
2217
Accredited Investors
Minnesota
$527K +$20.1K +385 +4%
GSEP
2218
Golden State Equity Partners
California
$526K +$2.24K +43 +0.4%
CPA
2219
Capital Planning Advisors
California
$524K -$24.9K -477 -5%
RCI
2220
RS Crum Inc
California
$524K +$526K +10,091 New
CHAM
2221
Clear Harbor Asset Management
Connecticut
$523K -$2.61K -50 -0.5%
EIA
2222
Eldridge Investment Advisors
New Hampshire
$521K +$313 +6 +0.1%
CM
2223
CM Management
Florida
$520K – – –
PAM
2224
Peak Asset Management
Colorado
$519K +$15.5K +298 +3%
CPA
2225
Cardiff Park Advisors
California
$519K +$521K +9,980 New
87 88
89
90 91