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Name Holding Trade Value Shares
Change 		Change in
Stake
RRCM
1751
Rappaport Reiches Capital Management
Illinois
$21.1M -$1.05M -5,606 -5%
SAM
1752
Smartleaf Asset Management
Massachusetts
$21M +$3.58M +19,221 +24%
KFI
1753
Key Financial Inc
Pennsylvania
$21M -$621K -3,328 -3%
WC
1754
Weil Company
California
$21M -$107K -575 -0.6%
HPIA
1755
Hamilton Point Investment Advisors
North Carolina
$21M +$98.1K +526 +0.5%
MWA
1756
Meridian Wealth Advisors
Texas
$21M -$780K -4,181 -4%
IA
1757
Insight Advisors
Pennsylvania
$21M -$625K -3,352 -3%
THWM
1758
Taylor Hoffman Wealth Management
Virginia
$21M +$53.5K +287 +0.3%
GCAC
1759
Guardian Capital Advisors (Canada)
Ontario, Canada
$20.9M +$145K +778 +0.9%
EWM
1760
EPG Wealth Management
Georgia
$20.9M -$18M -96,395 Closed
SDJVC
1761
St. Denis J. Villere & Co
Louisiana
$20.9M -$186K -1,000 -1%
PCTC
1762
Perkins Coie Trust Company
Washington
$20.9M -$311K -1,669 -2%
VSI
1763
Verde Servicos Internacionais
Brazil
$20.9M +$12.6M +67,798 +216%
PPG
1764
Peak Planning Group
Colorado
$20.8M +$928K +4,978 +5%
EIP
1765
Ellis Investment Partners
Pennsylvania
$20.7M -$303K -1,625 -2%
PMFA
1766
Plante Moran Financial Advisors
Michigan
$20.7M +$1.12M +6,000 +6%
CBT
1767
Central Bank & Trust
Kentucky
$20.7M -$856K -4,591 -4%
WF
1768
WoodTrust Financial
Wisconsin
$20.7M +$220K +1,181 +1%
PP
1769
PDS Planning
Ohio
$20.7M +$1.13M +6,055 +7%
FFWA
1770
FRG Family Wealth Advisors
Washington
$20.6M -$46.1K -247 -0.2%
PR
1771
Payden & Rygel
California
$20.6M +$1.45M +7,800 +9%
PRIG
1772
Payden & Rygel Investment Group
California
$20.6M +$1.45M +7,800 +9%
PCG
1773
Prosperity Consulting Group
Maryland
$20.6M -$2.63M -14,095 -13%
WC
1774
Westhampton Capital
North Carolina
$20.6M -$300K -1,610 -2%
HIC
1775
Harbor Island Capital
Massachusetts
$20.6M -$46.6K -250 -0.3%
69 70
71
72 73