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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1451
Doyle Wealth Management
Florida
$772K -$61.8K -173 -8%
TL
1452
TrueWealth LLC
Georgia
$771K – – –
ATFA
1453
All Terrain Financial Advisors
Minnesota
$771K +$215K +601 +42%
FMW
1454
Farr Miller & Washington
District of Columbia
$770K – – –
PCMC
1455
Paragon Capital Management (Colorado)
Colorado
$770K – – –
SCI
1456
S&CO Inc
Massachusetts
$769K – – –
SBA
1457
Secrest Blakey & Associates
North Carolina
$768K -$33.2K -93 -4%
GLLW
1458
Graves Light Lenhart Wealth
Virginia
$766K +$18.2K +51 +2%
COI
1459
Capital One Investing
Virginia
$766K +$44.7K +125 +7%
MC
1460
Machina Capital
France
$762K -$1.17M -3,266 -62%
WOC
1461
West Oak Capital
California
$762K -$51.8K -145 -7%
CS
1462
Cannell & Spears
New York
$761K -$331K -925 -32%
RIG
1463
Roosevelt Investment Group
New York
$761K -$170K -475 -19%
WI
1464
Wedgewood Investors
Pennsylvania
$760K – – –
FMB
1465
Field & Main Bank
Kentucky
$759K -$796K -2,227 -53%
CG
1466
Cynosure Group
Utah
$759K -$252K -706 -26%
PFA
1467
Pinnacle Family Advisors
Missouri
$759K -$26.5K -74 -4%
VCM
1468
Vision Capital Management
Oregon
$757K – – –
GCM
1469
Gables Capital Management
Florida
$756K – – –
WAP
1470
Wealthcare Advisory Partners
Pennsylvania
$755K +$104K +291 +17%
OC
1471
Oakworth Capital
Alabama
$749K – – –
LWM
1472
Lyons Wealth Management
Florida
$749K +$47.2K +132 +7%
IFS
1473
Ifrah Financial Services
Arkansas
$747K -$17.2K -48 -2%
AIA
1474
Alera Investment Advisors
Illinois
$745K -$59.3K -166 -8%
PHK
1475
Point72 Hong Kong
Hong Kong
$743K +$504K +1,410 +260%
57 58
59
60 61