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Name Holding Trade Value Shares
Change 		Change in
Stake
THWM
1451
Taylor Hoffman Wealth Management
Virginia
$993K +$926K +25,930 New
PCMC
1452
Paragon Capital Management (Colorado)
Colorado
$991K +$572 +16 +0.1%
WA
1453
Waverly Advisors
Alabama
$988K +$63.9K +1,789 +7%
JWS
1454
Juncture Wealth Strategies
Arizona
$986K -$14.3K -400 -2%
CM
1455
Columbus Macro
Pennsylvania
$985K +$919K +25,728 New
SIC
1456
SFE Investment Counsel
California
$983K +$13.9K +390 +2%
CA
1457
Calton & Associates
Florida
$982K +$834K +23,339 New
PFO
1458
Pathstone Family Office
New Jersey
$980K +$8.72K +244 +1%
FWM
1459
Focused Wealth Management
New York
$972K -$1.12M -31,314 -55%
NRS
1460
Neville Rodie & Shaw
New York
$971K -$8.04K -225 -0.9%
MIC
1461
Meridian Investment Counsel
California
$971K – – –
KFA
1462
Kelleher Financial Advisors
New York
$971K +$12.1K +339 +1%
DWA
1463
Douglass Winthrop Advisors
New York
$970K -$607 -17 -0.1%
IWM
1464
IHT Wealth Management
Illinois
$965K +$399K +11,156 +86%
AFC
1465
AFT Forsyth & Company
Florida
$964K +$900K +25,181 New
KFS
1466
Kurt F. Somerville
$962K -$53.6K -1,500 -6%
BAM
1467
Brave Asset Management
New Jersey
$960K – – –
FM
1468
Forward Management
California
$954K -$33.5K -938 -4%
NPT
1469
Nixon Peabody Trust
Massachusetts
$953K -$106K -2,975 -11%
CIM
1470
CIM Investment Management
Pennsylvania
$953K -$11.3K -316 -1%
RTS
1471
Round Table Services
New Jersey
$951K +$42K +1,175 +5%
BSB
1472
Bangor Savings Bank
Maine
$949K +$21.5K +603 +2%
LC
1473
Lourd Capital
California
$942K +$169K +4,734 +24%
BWAM
1474
Boyd Watterson Asset Management
Ohio
$937K -$428K -11,976 -33%
AAM
1475
American Asset Management
Florida
$933K +$29K +813 +3%
57 58
59
60 61