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Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1401
FinTrust Capital Advisors
South Carolina
$869K +$196K +547 +32%
BCM
1402
Birmingham Capital Management
Alabama
$866K – – –
VNA
1403
Valley National Advisers
Pennsylvania
$865K -$15.7K -44 -2%
PHAM
1404
Palisades Hudson Asset Management
Florida
$864K – – –
OAM
1405
Oak Asset Management
California
$861K -$1.79K -5 -0.2%
MFW
1406
Mosaic Family Wealth
Missouri
$856K +$31.1K +87 +4%
WP
1407
WealthShield Partners
North Carolina
$848K +$6.08K +17 +0.8%
PP
1408
Patten & Patten
Tennessee
$847K +$118K +330 +17%
BCM
1409
Boltwood Capital Management
California
$845K +$481K +1,347 +154%
CWA
1410
Clarus Wealth Advisors
Arizona
$839K +$405K +1,133 +106%
EAM
1411
Eagle Asset Management
Florida
$838K -$2.06M -5,767 -72%
CG
1412
Caprock Group
Idaho
$838K -$367K -1,028 -32%
YIA
1413
YHB Investment Advisors
Connecticut
$835K +$257K +720 +49%
PV
1414
Private Vista
Illinois
$834K +$92.2K +258 +13%
SIG
1415
Sargent Investment Group
Maryland
$825K +$1.79K +5 +0.2%
SWM
1416
Stockman Wealth Management
Montana
$823K -$14.3K -40 -2%
BCA
1417
Bay Colony Advisors
Massachusetts
$823K +$548K +1,534 +243%
CWM
1418
Chesapeake Wealth Management
Virginia
$822K -$60.8K -170 -7%
VWA
1419
V Wealth Advisors
Kansas
$821K +$86.1K +241 +13%
TW
1420
TrinityPoint Wealth
Connecticut
$820K -$42.5K -119 -5%
PAG
1421
Pinnacle Advisory Group
Maryland
$817K -$47.2K -132 -6%
MPPLM
1422
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$817K -$31.8K -89 -4%
TCM
1423
Teza Capital Management
Illinois
$817K +$345K +964 +81%
WIA
1424
Westbourne Investment Advisors
Maryland
$816K +$3.58K +10 +0.5%
MWC
1425
MBM Wealth Consultants
Missouri
$816K +$21.1K +59 +3%
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