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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
1051
Clifford Swan Investment Counsel
California
$1.56M +$27.7K +105 +2%
BEC
1052
Blue Edge Capital
Virginia
$1.55M -$29.2K -111 -2%
NFG
1053
Norris Financial Group
South Carolina
$1.55M -$442K -1,679 -24%
HCM
1054
HMS Capital Management
Tennessee
$1.54M -$60.9K -231 -4%
9WM
1055
9258 Wealth Management
Ohio
$1.53M -$186K -705 -12%
LB
1056
Legacy Bridge
Iowa
$1.53M +$92.2K +350 +7%
JHCP
1057
Jackson Hole Capital Partners
Oklahoma
$1.52M +$30.3K +115 +2%
SCP
1058
Syntal Capital Partners
Texas
$1.51M +$1.35M +5,127 New
RWM
1059
Ritholtz Wealth Management
New York
$1.5M +$227K +862 +20%
KCMRT
1060
Kemper Corp Master Retirement Trust
Illinois
$1.5M -$1.29M -4,900 -49%
CBT
1061
Capital Bank & Trust
California
$1.5M -$140K -531 -9%
EIP
1062
Epoch Investment Partners
New York
$1.5M +$1.34M +5,090 New
CIP
1063
Capital Insight Partners
Arizona
$1.49M -$25K -95 -2%
SFO
1064
Stokes Family Office
Louisiana
$1.48M +$153K +580 +13%
GVAG
1065
Great Valley Advisor Group
Delaware
$1.48M +$81.4K +309 +7%
SSWM
1066
Sheets Smith Wealth Management
North Carolina
$1.48M +$665K +2,524 +100%
BWL
1067
Bogart Wealth LLC
Virginia
$1.48M +$168K +639 +15%
SFG
1068
SevenBridge Financial Group
Pennsylvania
$1.47M +$705K +2,674 +115%
HCM
1069
Hollencrest Capital Management
California
$1.46M +$1.05K +4 +0.1%
IFG
1070
Independent Financial Group
California
$1.46M +$32.1K +122 +3%
VWA
1071
V Wealth Advisors
Kansas
$1.45M -$260K -985 -17%
FFN
1072
Focus Financial Network
Minnesota
$1.45M -$72.5K -275 -5%
TA
1073
Tiedemann Advisors
New York
$1.44M +$138K +523 +12%
FUBT
1074
First United Bank & Trust
Maryland
$1.44M -$61.9K -235 -5%
APW
1075
Acima Private Wealth
Virginia
$1.42M – – –
41 42
43
44 45