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Name Holding Trade Value Shares
Change 		Change in
Stake
HR
1326
Howe & Rusling
New York
$28M +$100K +544 +0.4%
WPP
1327
Whalerock Point Partners
Rhode Island
$28M -$526K -2,847 -2%
AMM
1328
American Money Management
California
$28M -$228K -1,233 -0.8%
ZAM
1329
Zevin Asset Management
Massachusetts
$27.9M +$364K +1,971 +1%
SWM
1330
Segment Wealth Management
Texas
$27.9M -$1.2M -6,474 -4%
RIA
1331
Regal Investment Advisors
Michigan
$27.9M +$770K +4,172 +3%
MFG
1332
MidWestOne Financial Group
Iowa
$27.9M +$387K +2,098 +1%
1IA
1333
1834 Investment Advisors
Wisconsin
$27.8M -$2.73M -14,769 -9%
WAP
1334
Wealthcare Advisory Partners
Pennsylvania
$27.8M -$808K -4,376 -3%
EFG
1335
Embree Financial Group
Illinois
$27.8M +$26.6M +144,319 New
OCAM
1336
Onex Canada Asset Management
Ontario, Canada
$27.8M -$8.96M -48,522 -25%
XF
1337
XML Financial
Maryland
$27.7M -$1.5M -8,133 -5%
HKIM
1338
Hayek Kallen Investment Management
Alabama
$27.7M -$281K -1,520 -1%
FRA
1339
Front Row Advisors
California
$27.7M -$69.1K -374 -0.3%
CAAS
1340
Capital Asset Advisory Services
Michigan
$27.7M +$224K +1,211 +0.8%
CWS
1341
Confluence Wealth Services
Pennsylvania
$27.7M +$652K +3,533 +3%
CF
1342
Centaurus Financial
California
$27.7M -$1.03M -5,557 -4%
GFP
1343
Gryphon Financial Partners
Ohio
$27.6M +$3.67M +19,858 +16%
MCA
1344
Martin Capital Advisors
Texas
$27.6M -$745K -4,036 -3%
DP
1345
Dundas Partners
United Kingdom
$27.6M – – –
LPAM
1346
Lodestar Private Asset Management
California
$27.6M +$60.9K +330 +0.2%
PCM
1347
Princeton Capital Management
New Jersey
$27.6M +$221K +1,198 +0.8%
CIA
1348
Covington Investment Advisors
Pennsylvania
$27.6M -$17.7K -96 -0.1%
WSCM
1349
Wellington Shields Capital Management
New York
$27.5M -$1.06M -5,727 -4%
NAS
1350
Nicolet Advisory Services
Wisconsin
$27.5M -$1.44M -7,777 -5%
52 53
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