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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1026
Colonial Trust
South Carolina
$4.71M -$58.6K -954 -1%
RIA
1027
Regal Investment Advisors
Michigan
$4.7M -$81.2K -1,322 -2%
PG
1028
Patten Group
Tennessee
$4.7M -$48.4K -788 -1%
SHFA
1029
SS&H Financial Advisors
Michigan
$4.69M -$55.3K -900 -1%
APIM
1030
Agate Pass Investment Management
Washington
$4.69M -$24.5K -399 -0.6%
IWM
1031
IHT Wealth Management
Illinois
$4.68M +$205K +3,340 +5%
CA
1032
Callahan Advisors
Texas
$4.66M -$201K -3,275 -5%
VAS
1033
Vestmark Advisory Solutions
Massachusetts
$4.66M -$2.83M -46,060 -41%
UA
1034
Unison Advisors
District of Columbia
$4.65M +$29.7K +484 +0.7%
RPC
1035
Rossmore Private Capital
Connecticut
$4.64M -$141K -2,291 -3%
DWT
1036
Dorsey & Whitney Trust
South Dakota
$4.61M -$14.6K -238 -0.4%
GVAG
1037
Great Valley Advisor Group
Delaware
$4.6M -$406K -6,613 -9%
OC
1038
Oppenheimer & Close
New York
$4.59M -$56.4K -918 -1%
DIM
1039
DLK Investment Management
California
$4.59M -$6.33K -103 -0.2%
GWMR
1040
GC Wealth Management RIA
Massachusetts
$4.57M +$1.64M +26,698 +68%
CAAS
1041
Capital Asset Advisory Services
Michigan
$4.55M +$89.8K +1,462 +2%
IA
1042
Icon Advisers
Colorado
$4.54M – – –
SAMC
1043
Spectrum Asset Management (California)
California
$4.53M +$26.6K +433 +0.7%
FC
1044
Forte Capital
New York
$4.5M +$9.53K +155 +0.2%
TYCC
1045
Texas Yale Capital Corp
Florida
$4.49M +$10.4K +170 +0.3%
FFA
1046
First Foundation Advisors
California
$4.49M -$300K -4,888 -7%
FPF
1047
First Pacific Financial
Washington
$4.49M +$3.76M +61,239 +1,781%
SC
1048
Stance Capital
Massachusetts
$4.45M +$3.94M +64,135 New
PIA
1049
Petredis Investment Advisors
Pennsylvania
$4.44M +$73.3K +1,192 +2%
ZF
1050
Zhang Financial
Michigan
$4.44M -$5.35K -87 -0.1%
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