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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1226
Venturi Wealth Management
Texas
$3.16M +$282K +4,594 +11%
TAM
1227
Tealwood Asset Management
Minnesota
$3.16M -$82.7K -1,345 -3%
AC
1228
Arjuna Capital
North Carolina
$3.16M -$136K -2,214 -5%
PWS
1229
Peloton Wealth Strategists
Indiana
$3.15M – – –
WPC
1230
Wedmont Private Capital
Pennsylvania
$3.14M +$183K +2,972 +7%
EL
1231
Essex LLC
Illinois
$3.13M -$225K -3,659 -8%
NCM
1232
Northside Capital Management
Oregon
$3.12M +$2.1M +34,250 +320%
MG
1233
Mather Group
Illinois
$3.11M -$167K -2,717 -6%
AAM
1234
Auxier Asset Management
Oregon
$3.09M -$31.8K -518 -1%
CAM
1235
Councilmark Asset Management
Tennessee
$3.07M +$3.07K +50 +0.1%
EM
1236
Excalibur Management
Massachusetts
$3.07M -$2.58K -42 -0.1%
SCP
1237
Stamos Capital Partners
California
$3.06M +$209K +3,406 +8%
LSA
1238
L & S Advisors
California
$3.06M -$6.92M -112,621 -72%
RA
1239
Ransom Advisory
Rhode Island
$3.06M -$12.3K -200 -0.5%
UF
1240
Univest Financial
Pennsylvania
$3.05M -$86.3K -1,405 -3%
HAC
1241
Harbor Advisory Corp
New Hampshire
$3.05M -$18.4K -300 -0.7%
LWM
1242
Liberty Wealth Management
California
$3.05M +$37.7K +613 +1%
GFPC
1243
Global Financial Private Client
Florida
$3.05M +$246K +4,011 +10%
AAM
1244
Azzad Asset Management
Virginia
$3.03M +$129K +2,106 +5%
CCA
1245
Checchi Capital Advisers
California
$3.03M -$150K -2,442 -5%
NW
1246
Naviter Wealth
Arkansas
$3.03M -$54.2K -882 -2%
CS
1247
Crescent Sterling
Louisiana
$3.02M -$273K -4,449 -9%
NP
1248
Nilsine Partners
Colorado
$3.02M +$888K +14,455 +50%
OAM
1249
Oak Asset Management
California
$3.01M -$16.9K -275 -0.6%
CWM
1250
Cornerstone Wealth Management
Missouri
$3M +$25.9K +421 +1%
48 49
50
51 52