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Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
1451
HBK Sorce Advisory
Pennsylvania
$3.96M +$250K +8,748 +6%
PAM
1452
PartnerRe Asset Management
Connecticut
$3.96M -$7.5M -262,444 -64%
GD
1453
Grandfield & Dodd
New York
$3.95M -$8.57K -300 -0.2%
RWA
1454
River Wealth Advisors
Pennsylvania
$3.94M +$75.2K +2,632 +2%
TI
1455
Truepoint Inc
Ohio
$3.9M +$996K +34,848 +31%
AA
1456
AlphaMark Advisors
Kentucky
$3.89M -$27.1K -948 -0.6%
CGL
1457
Clarius Group LLC
Washington
$3.88M +$4.22M +147,612 New
SHCM
1458
Stokes & Hubbell Capital Management
Louisiana
$3.88M +$159K +5,560 +4%
CA
1459
Cornerstone Advisory
Maryland
$3.88M +$4.21M +147,488 New
FHC
1460
First Houston Capital
Texas
$3.88M -$77.7K -2,720 -2%
GAG
1461
GM Advisory Group
New York
$3.87M +$658K +23,028 +19%
CCMW
1462
Cypress Capital Management (Wyoming)
Wyoming
$3.86M – – –
ST
1463
Somerset Trust
Pennsylvania
$3.86M +$4.8K +168 +0.1%
KP
1464
Keel Point
Alabama
$3.86M -$190K -6,652 -4%
HC
1465
HHG & Company
Connecticut
$3.85M +$1.94K +68 +0%
JWA
1466
JFS Wealth Advisors
Pennsylvania
$3.85M -$68K -2,380 -2%
SSWM
1467
Sheets Smith Wealth Management
North Carolina
$3.85M +$19.4K +680 +0.5%
CF
1468
CenterStar Fund
Illinois
$3.84M – – –
AIM
1469
Advantage Investment Management
Iowa
$3.82M +$200K +6,984 +5%
RIA
1470
Regal Investment Advisors
Michigan
$3.81M +$430K +15,044 +12%
TA
1471
TMD & Associates
Arizona
$3.81M +$4.14M +144,800 New
SCM
1472
Southport Capital Management
Tennessee
$3.8M +$20.2K +708 +0.5%
PAIA
1473
Park Avenue Institutional Advisers
New York
$3.8M -$208K -7,296 -5%
BCCM
1474
Bridge Creek Capital Management
Massachusetts
$3.79M +$4.12M +144,160 New
VSWA
1475
Vontobel Swiss Wealth Advisors
Switzerland
$3.79M +$546K +19,120 +15%
57 58
59
60 61