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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1926
RGT Wealth Advisors
Texas
$226K -$81.3K -174 -27%
CCM
1927
Cohen Capital Management
California
$224K – – –
LNWTC
1928
Laird Norton Wetherby Trust Company
Washington
$224K +$15.4K +33 +8%
ACM
1929
AlphaStar Capital Management
North Carolina
$223K – – –
BFO
1930
Biltmore Family Office
North Carolina
$222K – – –
IIC
1931
Ironwood Investment Counsel
Arizona
$221K -$7.01K -15 -3%
VDI
1932
Vaughan David Investments
Illinois
$221K +$7.01K +15 +3%
AMCA
1933
Arthur M. Cohen & Associates
Illinois
$219K -$37.4K -80 -15%
AB
1934
Atlas Brown
Kentucky
$219K – – –
BFS
1935
Bard Financial Services
Connecticut
$219K – – –
CAL
1936
Capital Advisors Ltd
Ohio
$219K – – –
LAM
1937
LifePro Asset Management
California
$218K – – –
JGIA
1938
Jackson Grant Investment Advisers
Connecticut
$218K +$12.2K +26 +6%
SC
1939
Searle & Co
Connecticut
$217K – – –
RM
1940
Resource Management
Louisiana
$216K -$27.1K -58 -11%
CA
1941
Cornerstone Advisory
Maryland
$215K – – –
LWAC
1942
Laurel Wealth Advisors (California)
California
$215K +$211K +451 New
WPA
1943
West Paces Advisors
Georgia
$215K +$9.82K +21 +5%
YMRC
1944
Yorktown Management & Research Company
Virginia
$214K -$238K -510 -53%
FNWM
1945
Financial Network Wealth Management
Utah
$214K – – –
EFSCE
1946
Enterprise Financial Services Corp (EFSC)
Missouri
$212K +$7.48K +16 +4%
CWM
1947
Connecticut Wealth Management
Connecticut
$211K -$34.1K -73 -14%
WSC
1948
Wellington Shields & Co
New York
$210K -$26.2K -56 -11%
OCM
1949
Osterweis Capital Management
California
$210K -$18.7K -40 -8%
AFA
1950
Arlington Financial Advisors
California
$210K -$5.14K -11 -2%
76 77
78
79 80