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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1201
Patten & Patten
Tennessee
$433K +$73.9K +270 +10%
AF
1202
Apexium Financial
Texas
$431K -$72.5K -265 -8%
GT
1203
Greenleaf Trust
Michigan
$427K -$795K -2,904 -50%
NSB
1204
Norway Savings Bank
Maine
$427K -$20.5K -75 -3%
HFS
1205
HBC Financial Services
Washington
$427K – – –
CNAM
1206
Campbell Newman Asset Management
Wisconsin
$425K -$241K -881 -24%
FMWA
1207
Forvis Mazars Wealth Advisors
Missouri
$423K -$286K -1,045 -27%
IEFM
1208
IQ EQ Fund Management
Ireland
$422K -$106K -387 -12%
MGIA
1209
Moneta Group Investment Advisors
Missouri
$420K -$526K -1,921 -41%
CAG
1210
Crestwood Advisors Group
Massachusetts
$420K -$102K -374 -12%
VC
1211
Vestor Capital
Illinois
$419K -$6.21M -22,689 -89%
ISWM
1212
Independent Solutions Wealth Management
New York
$418K +$4.65K +17 +0.6%
RWA
1213
River Wealth Advisors
Pennsylvania
$418K -$21.4K -78 -3%
VA
1214
Valmark Advisers
Ohio
$415K -$6.02K -22 -0.8%
KFA
1215
Kelleher Financial Advisors
New York
$415K +$30.1K +110 +4%
CCM
1216
Cullen Capital Management
New York
$414K -$21.1M -77,155 -97%
RA
1217
RFG Advisory
Alabama
$413K +$199K +726 +35%
SCP
1218
Sandhill Capital Partners
New York
$412K -$153K -559 -17%
MMPW
1219
Mitchell McLeod Pugh & Williams
Alabama
$412K +$66.2K +242 +10%
OC
1220
Oakworth Capital
Alabama
$412K +$137K +500 +22%
LA
1221
LexAurum Advisors
Kansas
$412K +$224K +818 +42%
GW
1222
GW & Wade
Massachusetts
$411K -$138K -503 -15%
GLA
1223
Good Life Advisors
Pennsylvania
$411K +$218K +795 +40%
DWM
1224
Doyle Wealth Management
Florida
$409K +$199K +726 +36%
SP
1225
Successful Portfolios
Florida
$408K +$263K +961 +54%
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