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Name Holding Trade Value Shares
Change 		Change in
Stake
OC
651
Oarsman Capital
Wisconsin
$261K +$12.2K +149 +5%
AWM
652
Altavista Wealth Management
North Carolina
$260K +$7.21K +88 +3%
HT
653
Heritage Trust
Oklahoma
$257K – – –
PGIM
654
Pacific Global Investment Management
California
$257K +$328 +4 +0.1%
RG
655
Rathbones Group
United Kingdom
$256K -$12.3K -150 -5%
AFNAS
656
American Financial Network Advisory Services
California
$255K -$351K -4,279 -100%
BFM
657
Boothbay Fund Management
New York
$255K -$108K -1,322 -31%
PIM
658
Profit Investment Management
Maryland
$253K – – –
MHS
659
M Holdings Securities
Oregon
$253K +$6.31K +77 +3%
IP
660
Investment Partners
Ohio
$251K +$82 +1 +0%
SPIA
661
Steward Partners Investment Advisory
New York
$251K +$22.4K +273 +10%
BWAM
662
Boyd Watterson Asset Management
Ohio
$248K – – –
BCWM
663
Blue Chip Wealth Management
Florida
$246K +$237K +2,888 New
FNFDCM
664
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$245K – – –
RWA
665
Ropes Wealth Advisors
Massachusetts
$244K – – –
PCMK
666
Paragon Capital Management (Kansas)
Kansas
$243K – – –
SC
667
Savant Capital
Illinois
$241K – – –
SWM
668
SeaCrest Wealth Management
New York
$241K +$246 +3 +0.1%
HA
669
Halsey Associates
Connecticut
$238K – – –
PCG
670
Private Capital Group
Connecticut
$233K +$83.7K +1,021 +59%
NHC
671
Nicholas Hoffman & Company
Georgia
$229K +$164 +2 +0.1%
OIA
672
OneDigital Investment Advisors
Kansas
$229K +$738 +9 +0.3%
BFA
673
Beaumont Financial Advisors
Massachusetts
$229K +$221K +2,695 New
GIA
674
GHP Investment Advisors
Colorado
$228K -$4.51K -55 -2%
AIM
675
Anchor Investment Management
South Carolina
$227K – – –
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