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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1251
Perennial Investment Advisors
California
$683K -$21.2K -102 -3%
AF
1252
Apexium Financial
Texas
$683K -$14.1K -68 -2%
PCA
1253
Prosperity Capital Advisors
Ohio
$682K – – –
WIM
1254
WealthPlan Investment Management
Nebraska
$681K -$268K -1,291 -29%
CCB
1255
Country Club Bank
Missouri
$681K +$106K +510 +19%
CD
1256
Chapin Davis
Maryland
$677K +$6.23K +30 +0.9%
BHPW
1257
Beverly Hills Private Wealth
California
$674K +$62.7K +302 +12%
GIM
1258
Goelzer Investment Management
Indiana
$673K -$28K -135 -4%
HNWAG
1259
High Net Worth Advisory Group
Florida
$672K +$18.1K +87 +3%
MAG
1260
Members Advisory Group
New York
$667K -$1.87K -9 -0.3%
CRC
1261
Curi RMB Capital
Illinois
$666K -$89.1K -429 -12%
MCM
1262
Mengis Capital Management
Oregon
$666K – – –
NCM
1263
Novare Capital Management
North Carolina
$665K +$44.5K +214 +7%
NW
1264
Naviter Wealth
Arkansas
$664K +$48.2K +232 +8%
BW
1265
Bison Wealth
Georgia
$663K +$166K +801 +34%
CFAM
1266
Coury Firm Asset Management
Pennsylvania
$662K +$442K +2,130 +212%
ACM
1267
Advisors Capital Management
New Jersey
$662K +$80.2K +386 +14%
AIA
1268
Armor Investment Advisors
North Carolina
$662K -$82.5K -397 -11%
SWA
1269
SFMG Wealth Advisors
Texas
$661K -$58.4K -281 -8%
HTC
1270
Haverford Trust Company
Pennsylvania
$661K -$57.7K -278 -8%
VWA
1271
V Wealth Advisors
Kansas
$660K -$108K -518 -14%
PSB
1272
Piscataqua Savings Bank
New Hampshire
$659K -$1.66K -8 -0.3%
UL
1273
Unionview LLC
Washington
$655K -$51.7K -249 -7%
DCM
1274
Driehaus Capital Management
Illinois
$655K +$645K +3,103 New
DSC
1275
Duncker Streett & Co
Missouri
$654K -$8.1K -39 -1%
49 50
51
52 53