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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1001
Altrius Capital Management
North Carolina
$3.99M +$30.2K +591 +0.8%
FPFS
1002
First Personal Financial Services
North Carolina
$3.98M -$460 -9 -0%
LIM
1003
Loudon Investment Management
New Hampshire
$3.98M -$19.4K -379 -0.5%
BJL
1004
Brighton Jones LLC
Washington
$3.96M +$725K +14,197 +22%
ST
1005
Spinnaker Trust
Maine
$3.96M +$53.9K +1,054 +1%
RGC
1006
Roberts, Glore & Co
Illinois
$3.93M -$5.11K -100 -0.1%
MCP
1007
Mirador Capital Partners
California
$3.91M +$258K +5,049 +7%
ACP
1008
Aviance Capital Partners
Florida
$3.88M -$214K -4,179 -5%
CWS
1009
Confluence Wealth Services
Pennsylvania
$3.87M +$116K +2,280 +3%
WANY
1010
Wealthspire Advisors (New York)
New York
$3.87M +$265K +5,196 +7%
PI
1011
PFG Investments
New York
$3.83M -$28.2K -552 -0.7%
DT
1012
Diversified Trust
Tennessee
$3.81M -$487K -9,526 -11%
ACM
1013
Alta Capital Management
Utah
$3.8M +$1.19M +23,318 +45%
MSS
1014
Mitchell Sinkler & Starr
Pennsylvania
$3.79M +$692K +13,536 +22%
IA
1015
IFG Advisory
Georgia
$3.78M +$60.7K +1,189 +2%
AWA
1016
Arkadios Wealth Advisors
Georgia
$3.78M -$254K -4,978 -6%
HWM
1017
Hohimer Wealth Management
Washington
$3.77M +$25.4K +498 +0.7%
NAM
1018
NTV Asset Management
West Virginia
$3.77M -$226K -4,431 -6%
CAM
1019
Cubic Asset Management
Massachusetts
$3.76M -$20.9K -410 -0.5%
EFS
1020
Essex Financial Services
Connecticut
$3.76M +$33.2K +650 +0.9%
SWS
1021
SYSTM Wealth Solutions
Illinois
$3.75M +$29.9K +585 +0.8%
SCP
1022
Shorepoint Capital Partners
Massachusetts
$3.75M -$95.6K -1,871 -2%
SW
1023
SlateStone Wealth
Florida
$3.75M +$335K +6,555 +10%
RWM
1024
Rench Wealth Management
Texas
$3.74M -$107K -2,086 -3%
CWM
1025
Concentric Wealth Management
California
$3.74M -$2.3K -45 -0.1%
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