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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1351
HYA Advisors
Missouri
$546K +$30.6K +145 +6%
AWS
1352
AJ Wealth Strategies
New York
$543K +$6.34K +30 +1%
SWM
1353
Stockman Wealth Management
Montana
$541K – – –
QCG
1354
Quadrant Capital Group
Ohio
$540K -$92.5K -438 -14%
TFF
1355
The Family Firm
Maryland
$540K – – –
JMFC
1356
J.M. Forbes & Co
Massachusetts
$538K – – –
SFFS
1357
Stonehage Fleming Financial Services
Jersey
$538K +$4.23K +20 +0.8%
AIA
1358
Allied Investment Advisors
Montana
$535K +$7.39K +35 +1%
FRA
1359
Frank Rimerman Advisors
California
$535K +$561K +2,656 New
CTA
1360
Colonial Trust Advisors
South Carolina
$534K -$53.5K -253 -9%
WC
1361
Woodstock Corp
Massachusetts
$534K -$37K -175 -6%
HFS
1362
HBC Financial Services
Washington
$534K +$25.1K +119 +5%
WP
1363
Waycross Partners
Kentucky
$533K – – –
CWA
1364
Capital Wealth Alliance
Arizona
$533K +$2.11K +10 +0.4%
HLOC
1365
H.L. Ormond & Company
North Carolina
$532K +$527K +2,495 New
CNAM
1366
Campbell Newman Asset Management
Wisconsin
$531K -$4.86K -23 -0.9%
SAM
1367
Secure Asset Management
Michigan
$529K -$174K -823 -24%
ISB
1368
Iowa State Bank
Iowa
$529K -$10.6K -50 -2%
CWM
1369
Connecticut Wealth Management
Connecticut
$527K +$423 +2 +0.1%
NAMA
1370
Nikko Asset Management Americas
New York
$526K -$4.27M -20,226 -89%
CS
1371
Comerica Securities
Michigan
$526K +$19.4K +92 +4%
VLC
1372
Van Leeuwen & Company
New Jersey
$525K -$95.1K -450 -15%
MCA
1373
Magnolia Capital Advisors
Mississippi
$525K +$34.9K +165 +7%
SRC
1374
Shufro Rose & Co
New York
$524K -$2.11K -10 -0.4%
SWMG
1375
Sanchez Wealth Management Group
Florida
$524K – – –
53 54
55
56 57