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Name Holding Trade Value Shares
Change 		Change in
Stake
FSC
1276
Full Sail Capital
Oklahoma
$295K -$1.18K -20 -0.4%
ZIC
1277
ZWJ Investment Counsel
Georgia
$294K +$265K +4,514 New
RPC
1278
Rossmore Private Capital
Connecticut
$292K -$4.12K -70 -2%
PMG
1279
ProVise Management Group
Florida
$291K +$118 +2 +0%
CT
1280
Chicago Trust
Illinois
$289K -$35.2K -598 -12%
ACM
1281
Alta Capital Management
Utah
$289K -$4.41K -75 -2%
TCA
1282
Transcend Capital Advisors
New Jersey
$289K +$261K +4,446 New
PFA
1283
Pathway Financial Advisors
Vermont
$288K +$264K +4,495 New
HFG
1284
Heron Financial Group
New York
$288K +$288K +4,899 New
BI
1285
Ballast Inc
Kentucky
$286K +$259K +4,411 New
PIM
1286
Penobscot Investment Management
Massachusetts
$284K – – –
CCM
1287
Crabel Capital Management
California
$283K -$21.6K -368 -8%
VWA
1288
Visionary Wealth Advisors
Illinois
$282K +$255K +4,336 New
NQWM
1289
Northwest Quadrant Wealth Management
Oregon
$279K -$58.7K -999 -19%
BFC
1290
Bedel Financial Consulting
Indiana
$279K -$2.12K -36 -0.8%
1IA
1291
1834 Investment Advisors
Wisconsin
$274K -$10.3K -175 -4%
SFG
1292
Summit Financial Group
West Virginia
$273K -$8.82K -150 -3%
WP
1293
WMS Partners
Maryland
$273K – – –
GC
1294
GFG Capital
Florida
$273K +$247K +4,200 New
RWM
1295
Raffa Wealth Management
District of Columbia
$272K – – –
CAM
1296
Close Asset Management
United Kingdom
$272K -$29.9K -509 -11%
FNBOO
1297
First National Bank of Omaha
Nebraska
$272K – – –
WAM
1298
Weiss Asset Management
Massachusetts
$271K -$29.4K -500 -11%
CIA
1299
Choate Investment Advisors
Massachusetts
$270K -$33.6K -571 -12%
PAM
1300
Private Asset Management
California
$270K -$6.76K -115 -3%
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