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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
926
Personal Capital Advisors
California
$745K -$70.4K -413 -8%
VLC
927
Van Leeuwen & Company
New Jersey
$745K – – –
VCAM
928
Van Cleef Asset Management
Ohio
$744K – – –
DWM
929
Dakota Wealth Management
Florida
$743K -$177K -1,041 -19%
BFS
930
Bradley Foster & Sargent
Connecticut
$743K +$766K +4,496 New
PCM
931
Penserra Capital Management
California
$741K -$761K -4,465 -50%
FHA
932
First Horizon Advisors
Tennessee
$740K -$11.9K -70 -2%
WSC
933
Wellington Shields & Co
New York
$738K +$81.8K +480 +12%
MCM
934
Maryland Capital Management
Maryland
$737K -$55.4K -325 -7%
WAP
935
Wealthcare Advisory Partners
Pennsylvania
$737K +$69K +405 +10%
SCM
936
Stevens Capital Management
Pennsylvania
$737K +$760K +4,460 New
CRC
937
Curi RMB Capital
Illinois
$736K -$20.8K -122 -3%
MGIA
938
Moneta Group Investment Advisors
Missouri
$735K +$218K +1,278 +40%
SDWIA
939
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$730K +$68.7K +403 +10%
VVP
940
Venture Visionary Partners
Ohio
$729K +$321K +1,882 +78%
SCG
941
Sonata Capital Group
Washington
$728K – – –
NSIM
942
North Star Investment Management
Illinois
$727K +$38.3K +225 +5%
SRSA
943
S.R. Schill & Associates
Washington
$726K +$6.82K +40 +0.9%
DC
944
DeDora Capital
California
$722K -$85.9K -504 -10%
CCM
945
Compton Capital Management
Rhode Island
$719K -$42.6K -250 -5%
KMWM
946
Keudell/Morrison Wealth Management
Oregon
$714K -$111K -650 -13%
CHC
947
City Holding Co
West Virginia
$709K -$17.9K -105 -2%
BCM
948
Brookstone Capital Management
Illinois
$708K +$86.6K +508 +13%
AAM
949
Aureus Asset Management
Massachusetts
$702K – – –
BFA
950
Beaumont Financial Advisors
Massachusetts
$701K -$353K -2,074 -33%
36 37
38
39 40