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Name Holding Trade Value Shares
Change 		Change in
Stake
THWM
951
Taylor Hoffman Wealth Management
Virginia
$67K -$12.1K -304 -14%
SGS
952
Sterling Global Strategies
California
$66.2K +$72K +1,803 New
BWA
953
BDO Wealth Advisors
Florida
$66K -$31.2K -782 -30%
EWM
954
Executive Wealth Management
Michigan
$63K +$68.2K +1,708 New
BDWM
955
Brewin Dolphin Wealth Management
Ireland
$62.2K -$1.04K -26 -2%
LWA
956
Lowe Wealth Advisors
Maryland
$62K -$4.55K -114 -6%
TFO
957
Tarbox Family Office
California
$61K -$998 -25 -1%
WCM
958
Whitener Capital Management
North Carolina
$61K -$998 -25 -1%
WANY
959
Wealthspire Advisors (New York)
New York
$61K +$66.5K +1,665 New
MWC
960
MBM Wealth Consultants
Missouri
$60K +$64.7K +1,620 New
AIP
961
Ameritas Investment Partners
Nebraska
$57K -$958 -24 -2%
HT
962
Heritage Trust
Oklahoma
$56K +$22.4K +561 +59%
CC
963
Claybrook Capital
Massachusetts
$54K -$578K -14,469 -91%
AIA
964
Alera Investment Advisors
Illinois
$54K +$58.3K +1,460 New
WDL
965
Well Done LLC
Michigan
$54K +$59K +1,479 New
BCA
966
Berman Capital Advisors
Georgia
$54K +$59.7K +1,495 New
TF
967
Tompkins Financial
New York
$53K -$13.3K -333 -19%
AP
968
Arlington Partners
Alabama
$53K -$878 -22 -2%
IFAM
969
Institutional & Family Asset Management
Colorado
$53K -$878 -22 -1%
PK
970
Pflug Koory
Nebraska
$50K -$17.4K -437 -24%
CAW
971
Cornerstone Advisors (Washington)
Washington
$50K +$17.8K +446 +48%
M
972
MOTCO
Texas
$49K -$799 -20 -1%
HDIM
973
Hanson & Doremus Investment Management
Vermont
$48K -$759 -19 -1%
ANBT
974
American National Bank & Trust
Texas
$47K -$759 -19 -1%
APSP
975
Asset Planning Services (Pennsylvania)
Pennsylvania
$47K -$759 -19 -1%
37 38
39
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