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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1376
RKL Wealth Management
Pennsylvania
$633K +$572K +22,241 New
SFWA
1377
Summit Financial Wealth Advisors
Louisiana
$632K +$55.9K +2,172 +11%
ITIM
1378
Indiana Trust & Investment Management
Indiana
$629K -$28.6K -1,111 -5%
PMAM
1379
Picton Mahoney Asset Management
Ontario, Canada
$622K +$561K +21,800 New
BAC
1380
Boys Arnold & Co
North Carolina
$621K -$2.54M -98,825 -82%
AAM
1381
AR Asset Management
California
$618K -$5.14K -200 -0.9%
AL
1382
Aspiriant LLC
California
$617K +$558K +21,680 New
WP
1383
WealthSource Partners
California
$614K +$554K +21,550 New
AAM
1384
Aureus Asset Management
Massachusetts
$610K -$129K -5,022 -19%
TPWA
1385
TRUE Private Wealth Advisors
Oregon
$606K +$153K +5,939 +39%
FCCM
1386
First City Capital Management
Georgia
$605K -$47.6K -1,850 -8%
SCM
1387
Schnieders Capital Management
California
$604K +$54.7K +2,125 +11%
BAM
1388
Bruderman Asset Management
New York
$600K -$11.7K -456 -2%
BSB
1389
Bangor Savings Bank
Maine
$599K +$21.4K +830 +4%
TNAM
1390
Terra Nova Asset Management
New York
$598K +$136K +5,300 +34%
RMA
1391
Roffman Miller Associates
Pennsylvania
$595K +$22.9K +891 +4%
CFA
1392
CT Financial Advisors
Pennsylvania
$590K +$18.1K +705 +4%
WCWM
1393
Willow Creek Wealth Management
California
$589K -$42.8K -1,665 -7%
PFBT
1394
Parkside Financial Bank & Trust
Missouri
$589K +$34K +1,323 +7%
TDC
1395
Thompson Davis & Co
Virginia
$589K +$58.3K +2,265 +12%
CBU
1396
CIBC Bank USA
Illinois
$587K -$77.8K -3,026 -13%
ADL
1397
Asset Dedication LLC
California
$581K -$242K -9,422 -32%
IFS
1398
Ifrah Financial Services
Arkansas
$578K -$16.5K -643 -3%
PCMC
1399
Paragon Capital Management (Colorado)
Colorado
$573K +$360 +14 +0.1%
VWA
1400
V Wealth Advisors
Kansas
$572K +$518K +20,145 New
54 55
56
57 58