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Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
1126
Regent Investment Management
Kentucky
$24.3M -$516K -3,608 -2%
CIAS
1127
Capital Investment Advisory Services
North Carolina
$24.3M +$301K +2,106 +1%
SAM
1128
Secure Asset Management
Michigan
$24.3M +$579K +4,054 +2%
VIA
1129
Vident Investment Advisory
Georgia
$24.3M -$11.5M -80,140 -30%
BOH
1130
Bank of Hawaii
Hawaii
$24.2M +$239K +1,669 +0.9%
GIA
1131
GHP Investment Advisors
Colorado
$24.1M -$476K -3,328 -2%
SW
1132
SlateStone Wealth
Florida
$24.1M +$1.49M +10,418 +6%
ACA
1133
Anchor Capital Advisors
Massachusetts
$24.1M -$1.75M -12,266 -6%
MF
1134
Montis Financial
Massachusetts
$24M -$239K -1,675 -0.9%
RA
1135
RFG Advisory
Alabama
$24M -$1.58M -11,043 -7%
GA
1136
GFS Advisors
Texas
$24M +$10.3K +72 +0%
SS
1137
Simplicity Solutions
Minnesota
$24M +$2.48M +17,336 +10%
CAM
1138
Close Asset Management
United Kingdom
$23.9M -$4.13M -28,882 -14%
CAC
1139
Core Alternative Capital
Georgia
$23.9M +$3.33M +23,303 +15%
HPG
1140
Harvest Portfolios Group
Ontario, Canada
$23.9M +$26.3M +183,682 New
TA
1141
TruWealth Advisors
Louisiana
$23.8M +$421K +2,947 +2%
CCM
1142
Campbell Capital Management
Florida
$23.8M -$180K -1,260 -0.7%
TTWM
1143
TCV Trust & Wealth Management
Virginia
$23.8M -$411K -2,879 -2%
OWA
1144
One Wealth Advisors
California
$23.7M +$89.3K +625 +0.3%
CC
1145
Cadinha & Co
Hawaii
$23.7M -$687K -4,808 -3%
PPW
1146
Parcion Private Wealth
Washington
$23.7M -$11.3M -79,262 -30%
BC
1147
Belmont Capital
California
$23.6M +$300K +2,100 +1%
RIA
1148
Realta Investment Advisors
Delaware
$23.6M +$258K +1,804 +1%
TCM
1149
Thames Capital Management
New Jersey
$23.6M – – –
LMKC
1150
L.M. Kohn & Company
Ohio
$23.6M -$386K -2,701 -1%
44 45
46
47 48