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Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
1001
GW&K Investment Management
Massachusetts
$18K – – –
CWC
1002
Carolinas Wealth Consulting
North Carolina
$17.7K -$2.15K -27 -11%
TFA
1003
Toth Financial Advisory
Virginia
$17.4K -$7.97K -100 -31%
EWM
1004
Evermay Wealth Management
Virginia
$17.2K -$3.58K -45 -17%
PWA
1005
Provenance Wealth Advisors
Florida
$17.1K – – –
TPCW
1006
TD Private Client Wealth
New York
$16.8K – – –
RBA
1007
Richard Bernstein Advisors
New York
$16.6K +$17.1K +214 New
TSWM
1008
Tyler-Stone Wealth Management
Ohio
$16.4K +$7.97K +100 +89%
SAM
1009
Smartleaf Asset Management
Massachusetts
$16.2K +$16.7K +210 New
BGAI
1010
Bruce G. Allen Investments
Colorado
$16K +$16.5K +207 New
CBT
1011
Central Bank & Trust
Kentucky
$15.5K – – –
MRCM
1012
M&R Capital Management
New Jersey
$15.5K – – –
TCM
1013
TD Capital Management
Tennessee
$15.5K – – –
AIMA
1014
Ables Iannone Moore & Associates
Georgia
$15.5K +$15.9K +200 New
FPFS
1015
First Personal Financial Services
North Carolina
$15.5K +$15.9K +200 New
T2I
1016
Turim 21 Investimentos
Brazil
$14.7K -$146K -1,829 -91%
RFS
1017
Richardson Financial Services
Massachusetts
$14.3K +$14.7K +185 New
CTA
1018
Colonial Trust Advisors
South Carolina
$14.2K – – –
UIA
1019
Ulland Investment Advisors
Minnesota
$14K – – –
JFGIW
1020
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.8K +$159 +2 +1%
RFG
1021
REAP Financial Group
Texas
$13.3K +$13.6K +171 New
BC
1022
Bartlett & Co
Ohio
$13K +$10.4K +130 +433%
AA
1023
Addison Advisors
Vermont
$12.8K – – –
SHIM
1024
Stone House Investment Management
Pennsylvania
$12.8K – – –
CCA
1025
Criterion Capital Advisors
Tennessee
$12.6K +$13K +163 New
39 40
41
42 43