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Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
1101
Leavell Investment Management
Alabama
$1.23M +$220K +1,526 +18%
PFGIA
1102
Patriot Financial Group Insurance Agency
Massachusetts
$1.23M -$527K -3,666 -27%
GCA
1103
Gradient Capital Advisors
California
$1.22M +$32.8K +228 +2%
GPWM
1104
Grant Private Wealth Management
California
$1.22M +$1.42M +9,866 New
WAAG
1105
Wealth Alliance Advisory Group
Kansas
$1.21M +$434K +3,014 +43%
CWM
1106
Cornerstone Wealth Management
Missouri
$1.21M +$295K +2,049 +26%
AWA
1107
Aaron Wealth Advisors
Illinois
$1.21M -$138K -957 -9%
MP
1108
McDonald Partners
Ohio
$1.21M +$41.3K +287 +3%
QC
1109
Quent Capital
New York
$1.21M -$13.2K -92 -0.9%
C
1110
Certuity
Florida
$1.21M +$213K +1,481 +17%
MCM
1111
Mengis Capital Management
Oregon
$1.2M -$10.8K -75 -0.7%
KOCAA
1112
Knights of Columbus Asset Advisors
Connecticut
$1.2M -$1.76M -12,218 -55%
MWS
1113
Maxwell Wealth Strategies
California
$1.2M -$1.03M -7,162 -42%
FUBT
1114
First United Bank & Trust
Maryland
$1.19M -$4.17K -29 -0.3%
SSI
1115
Scott & Selber Inc
Texas
$1.19M -$10.8K -75 -0.8%
FNBT
1116
FineMark National Bank & Trust
Florida
$1.19M -$99.3K -690 -7%
SSA
1117
Sierra Summit Advisors
Nevada
$1.19M -$6.56M -45,602 -82%
VWA
1118
Visionary Wealth Advisors
Illinois
$1.19M +$81.7K +568 +6%
EHWM
1119
Eads & Heald Wealth Management
Georgia
$1.19M -$18K -125 -1%
LTI
1120
Laffer Tengler Investments
Tennessee
$1.19M -$57K -396 -4%
BONH
1121
Bank of New Hampshire
New Hampshire
$1.18M +$21.3K +148 +2%
BWA
1122
Bordeaux Wealth Advisors
California
$1.18M +$1.4M +9,758 New
CFG
1123
Cooper Financial Group
California
$1.18M +$15K +104 +1%
CIM
1124
CIM Investment Management
Pennsylvania
$1.18M -$3.45K -24 -0.2%
DC
1125
DeDora Capital
California
$1.17M +$11.9K +83 +0.9%
43 44
45
46 47