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Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
1026
Winslow Evans & Crocker
Massachusetts
$176K -$158K -4,177 -44%
MCA
1027
Mercer Capital Advisers
New Jersey
$175K -$69.3K -1,830 -26%
PL
1028
Perpetual Ltd
Australia
$174K – – –
ST
1029
Smithfield Trust
Pennsylvania
$172K -$45.4K -1,197 -19%
FMLI
1030
Fukoku Mutual Life Insurance
Japan
$167K – – –
SWA
1031
Sutton Wealth Advisors
Florida
$167K +$1.25K +33 +0.7%
NFG
1032
Next Financial Group
Texas
$153K -$34.3K -906 -16%
RTC
1033
Riverview Trust Company
Washington
$152K – – –
PMFA
1034
Plante Moran Financial Advisors
Michigan
$150K +$4.96K +131 +3%
FFA
1035
Founders Financial Alliance
North Carolina
$148K +$168K +4,446 New
1IA
1036
1834 Investment Advisors
Wisconsin
$145K – – –
YAL
1037
Your Advocates Ltd
Texas
$144K – – –
FRA
1038
Front Row Advisors
California
$143K +$13.3K +352 +12%
ADL
1039
Asset Dedication LLC
California
$142K +$77.3K +2,040 +88%
CFO
1040
CVA Family Office
Colorado
$141K +$3.15K +83 +2%
VCM
1041
Vigilant Capital Management
Maine
$139K -$49.1K -1,295 -23%
FHA
1042
First Horizon Advisors
Tennessee
$139K -$12.9K -341 -7%
OIA
1043
Optimum Investment Advisors
Illinois
$139K -$7.58K -200 -5%
ANBT
1044
American National Bank & Trust
Texas
$138K – – –
APC
1045
Aspire Private Capital
North Carolina
$133K +$79.3K +2,093 +107%
MC
1046
Maverick Capital
Texas
$133K +$154K +4,064 New
KFS
1047
Kelly Financial Services
Massachusetts
$129K – – –
BFC
1048
Bedel Financial Consulting
Indiana
$128K – – –
EDRH
1049
Edmond de Rothschild Holding
Switzerland
$127K -$71.6K -1,890 -33%
BCA
1050
Bray Capital Advisors
Florida
$126K – – –
40 41
42
43 44