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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1026
Colonial Trust
South Carolina
$4.24M -$124K -2,020 -3%
SIM
1027
Studio Investment Management
Illinois
$4.24M -$109K -1,776 -3%
SSI
1028
Scott & Selber Inc
Texas
$4.24M +$5.23K +85 +0.1%
PG
1029
Patten Group
Tennessee
$4.23M -$98.6K -1,602 -2%
SHFA
1030
SS&H Financial Advisors
Michigan
$4.23M -$123K -2,000 -3%
SSWM
1031
Smith Salley Wealth Management
North Carolina
$4.21M +$139K +2,252 +3%
APIM
1032
Agate Pass Investment Management
Washington
$4.2M +$777K +12,621 +23%
PWG
1033
Portside Wealth Group
Utah
$4.19M -$537K -8,728 -11%
AWS
1034
Arkfeld Wealth Strategies
Nebraska
$4.17M -$29.7K -482 -0.7%
HW
1035
Hancock Whitney
Mississippi
$4.16M -$230K -3,731 -5%
OC
1036
Oppenheimer & Close
New York
$4.14M -$186K -3,018 -4%
EH
1037
Equitable Holdings
New York
$4.14M +$901K +14,643 +28%
TFS
1038
Thoroughbred Financial Services
Tennessee
$4.12M +$7.45K +121 +0.2%
MBTD
1039
Mechanics Bank - Trust Department
California
$4.12M +$327K +5,310 +9%
DWT
1040
Dorsey & Whitney Trust
South Dakota
$4.12M -$14.3K -233 -0.3%
UA
1041
Unison Advisors
District of Columbia
$4.11M +$26.8K +435 +0.7%
MP
1042
McDonald Partners
Ohio
$4.09M +$478K +7,765 +13%
DIM
1043
DLK Investment Management
California
$4.09M +$10.6K +172 +0.3%
RCA
1044
Resonant Capital Advisors
Wisconsin
$4.07M +$164K +2,670 +4%
IA
1045
Icon Advisers
Colorado
$4.04M – – –
MAWAG
1046
Mid-American Wealth Advisory Group
Missouri
$4.03M -$180K -2,930 -4%
DA
1047
DCF Advisers
Connecticut
$4.01M +$2.15M +35,000 +117%
SAMC
1048
Spectrum Asset Management (California)
California
$4M +$3.33K +54 +0.1%
FC
1049
Forte Capital
New York
$3.99M -$31.2K -506 -0.8%
TYCC
1050
Texas Yale Capital Corp
Florida
$3.99M – – –
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