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Name Holding Trade Value Shares
Change 		Change in
Stake
EHWM
926
Eads & Heald Wealth Management
Georgia
$680K -$2.98K -35 -0.3%
HIM
927
Hotaling Investment Management
Pennsylvania
$680K +$914K +10,732 New
RCA
928
Ranch Capital Advisors
Florida
$675K +$2.04K +24 +0.2%
GAMC
929
Garner Asset Management Corp
Texas
$674K -$48.4K -568 -5%
NERM
930
New England Research & Management
Illinois
$674K +$198K +2,325 +28%
RCM
931
RNC Capital Management
California
$673K – – –
RMAM
932
Raab & Moskowitz Asset Management
New Jersey
$669K +$900K +10,565 New
PGFC
933
Peapack-Gladstone Financial Corp
New Jersey
$668K -$1.87K -22 -0.2%
FBC
934
Fairfield, Bush & Co
Connecticut
$666K -$16.5K -194 -2%
MYIA
935
Mount Yale Investment Advisors
Colorado
$665K -$324K -3,806 -27%
LSAG
936
Lake Street Advisors Group
New Hampshire
$664K +$892K +10,475 New
P
937
Pitcairn
Pennsylvania
$663K -$205K -2,404 -19%
MCM
938
Mengis Capital Management
Oregon
$663K -$55.3K -650 -6%
FCM
939
Fortis Capital Management
Washington
$662K +$890K +10,454 New
MWA
940
Moser Wealth Advisors
Washington
$661K +$16.3K +192 +2%
WFG
941
Wills Financial Group
Virginia
$657K +$11.5K +135 +1%
CCM
942
Covington Capital Management
California
$656K +$38.3K +450 +5%
ACI
943
Alpha Cubed Investments
California
$652K +$110K +1,289 +14%
EFS
944
Essex Financial Services
Connecticut
$648K +$1.87K +22 +0.2%
PAM
945
Paradigm Asset Management
New York
$647K -$8.52K -100 -1%
PA
946
PSI Advisors
Florida
$647K +$8K +94 +0.9%
WCA
947
Westover Capital Advisors
Delaware
$646K -$23K -270 -3%
SP
948
Symmetry Partners
Connecticut
$643K – – –
QPW
949
Quantum Private Wealth
Florida
$639K +$43.4K +510 +5%
HWM
950
HB Wealth Management
Georgia
$638K -$122K -1,432 -12%
36 37
38
39 40