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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1026
Icon Wealth Advisors
Texas
$3.51M +$108K +2,171 +3%
PG
1027
Patten Group
Tennessee
$3.51M +$29.2K +585 +0.8%
PAM
1028
Paradigm Asset Management
New York
$3.51M -$57.4K -1,150 -2%
WANY
1029
Wealthspire Advisors (New York)
New York
$3.5M -$324K -6,485 -8%
MBTD
1030
Mechanics Bank - Trust Department
California
$3.5M -$115K -2,306 -3%
NHT
1031
New Hampshire Trust
New Hampshire
$3.48M -$90.2K -1,808 -3%
SWMG
1032
Signature Wealth Management Group
Georgia
$3.48M +$108K +2,157 +3%
FAP
1033
Financial Advisory Partners
Florida
$3.47M -$471K -9,445 -12%
HRC
1034
Hoertkorn Richard Charles
$3.46M -$125K -2,500 -3%
EFS
1035
Essex Financial Services
Connecticut
$3.45M -$263K -5,275 -7%
SHFA
1036
SS&H Financial Advisors
Michigan
$3.44M +$32.4K +650 +1%
BOC
1037
Barbara Oil Co
Illinois
$3.44M – – –
BJL
1038
Brighton Jones LLC
Washington
$3.43M -$485K -9,723 -12%
SSI
1039
Scott & Selber Inc
Texas
$3.42M +$659K +13,215 +24%
TIP
1040
Torray Investment Partners
Maryland
$3.42M +$627K +12,559 +22%
SSWM
1041
Smith Salley Wealth Management
North Carolina
$3.4M -$3.69M -73,882 -52%
IA
1042
IFG Advisory
Georgia
$3.4M -$342K -6,848 -9%
KLWA
1043
Kelly Lawrence W & Associates
California
$3.39M -$42.7K -855 -1%
BP
1044
Ballentine Partners
Massachusetts
$3.39M +$72.1K +1,446 +2%
JPWM
1045
Jamison Private Wealth Management
Georgia
$3.39M +$66.4K +1,330 +2%
JWCA
1046
J.W. Cole Advisors
Florida
$3.39M +$62.6K +1,254 +2%
IAA
1047
Independent Advisor Alliance
North Carolina
$3.39M -$692K -13,876 -17%
SM
1048
STF Management
Texas
$3.38M -$37.4K -750 -1%
NFG
1049
Nations Financial Group
Iowa
$3.37M +$115K +2,303 +4%
TC
1050
Trilogy Capital
California
$3.37M +$783K +15,689 +30%
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