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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1151
Resurgent Financial Advisors
Georgia
$681K +$13.8K +48 +2%
FTA
1152
Financial & Tax Architects
Missouri
$680K +$2.3K +8 +0.3%
SCM
1153
Shelton Capital Management
Colorado
$680K -$15K -52 -2%
HW
1154
Hancock Whitney
Mississippi
$679K +$132K +459 +24%
CPW
1155
Cove Private Wealth
New York
$677K +$346K +1,203 +106%
TCOT
1156
Trust Company of Toledo
Ohio
$676K – – –
AIM
1157
Aigen Investment Management
New York
$673K +$669K +2,324 New
MIC
1158
Means Investment Company
Maine
$666K +$288 +1 +0%
FF
1159
Farrell Financial
New York
$665K +$2.3K +8 +0.3%
AP
1160
Americana Partners
Texas
$662K +$235K +816 +56%
PI
1161
PFG Investments
New York
$658K +$89.5K +311 +16%
CCA
1162
Coign Capital Advisors
Utah
$658K +$8.92K +31 +1%
VI
1163
Versor Investments
New York
$658K +$654K +2,271 New
TSW
1164
Thompson Siegel & Walmsley
Virginia
$651K -$1.15K -4 -0.2%
MFA
1165
Mayflower Financial Advisors
Massachusetts
$651K +$29.6K +103 +5%
BB
1166
Bell Bank
North Dakota
$645K – – –
GSC
1167
G&S Capital
Colorado
$644K -$16.7K -58 -3%
MMHP
1168
Murphy Middleton Hinkle & Parker
Georgia
$643K – – –
EWA
1169
Encompass Wealth Advisors
Oregon
$639K +$576 +2 +0.1%
SGK
1170
Steigerwald Gordon & Koch
Virginia
$637K -$2.88K -10 -0.5%
BSTWA
1171
Blake Schutter Theil Wealth Advisors
Ohio
$634K – – –
GC
1172
Grimes & Company
Massachusetts
$633K +$71.4K +248 +13%
AC
1173
AlphaCore Capital
California
$632K +$155K +538 +33%
AT
1174
American Trust
Kentucky
$630K -$62.7K -218 -9%
FCCM
1175
First City Capital Management
Georgia
$629K -$4.6K -16 -0.7%
45 46
47
48 49