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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1726
Jessup Wealth Management
Ohio
$21.3M +$306K +1,319 +1%
MWA
1727
Monograph Wealth Advisors
California
$21.2M -$1.65M -7,117 -7%
ZIG
1728
Zuckerman Investment Group
Illinois
$21.2M -$73.4K -317 -0.3%
EIP
1729
Ellis Investment Partners
Pennsylvania
$21.2M -$385K -1,662 -2%
AFA
1730
Arlington Financial Advisors
California
$21.2M +$1.09M +4,706 +5%
THCM
1731
Taylor Hoffman Capital Management
Virginia
$21.2M -$2.55K -11 -0%
CCM
1732
Copeland Capital Management
Pennsylvania
$21.2M -$484K -2,091 -2%
RCA
1733
Riverview Capital Advisers
Massachusetts
$21.2M -$445K -1,922 -2%
MW
1734
Marcum Wealth
Ohio
$21.1M +$171K +740 +0.8%
PPG
1735
Peak Planning Group
Colorado
$21.1M -$416K -1,797 -2%
SIS
1736
Sound Income Strategies
Florida
$21.1M +$1.44M +6,220 +7%
SCM
1737
Stevens Capital Management
Pennsylvania
$21.1M +$19M +81,947 +631%
PCTC
1738
Perkins Coie Trust Company
Washington
$21.1M +$26.6K +115 +0.1%
IA
1739
Intellus Advisors
Florida
$21.1M +$1.19M +5,137 +6%
SI
1740
Sava Infond
Slovenia
$21M -$3.66M -15,780 -14%
YWM
1741
Yukon Wealth Management
Kansas
$21M +$21.9M +94,464 New
AAG
1742
Armstrong Advisory Group
Massachusetts
$21M – – –
BF
1743
bLong Financial
Tennessee
$21M +$51.9K +224 +0.2%
GD
1744
Grandfield & Dodd
New York
$20.9M -$29.9K -129 -0.1%
NI
1745
Natural Investments
California
$20.9M -$125K -540 -0.6%
IA
1746
Insight Advisors
Pennsylvania
$20.9M -$177K -762 -0.8%
HWM
1747
HFR Wealth Management
New York
$20.8M -$329K -1,419 -1%
BFA
1748
Benedict Financial Advisors
Georgia
$20.8M -$1.09M -4,686 -5%
CBT
1749
Central Bank & Trust
Kentucky
$20.8M +$1.4M +6,026 +7%
CWA
1750
Canvas Wealth Advisors
Kansas
$20.7M +$366K +1,581 +2%
68 69
70
71 72