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Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1601
Naviter Wealth
Arkansas
$1.48M +$75.2K +1,394 +5%
KF
1602
Krilogy Financial
Missouri
$1.48M -$75K -1,391 -5%
CIAS
1603
CBIZ Investment Advisory Services
Ohio
$1.48M – – –
AWP
1604
Ascent Wealth Partners
New York
$1.47M +$99.8K +1,849 +7%
RL
1605
Rogco LP
Oklahoma
$1.47M +$1.47M +27,334 New
AC
1606
Addison Capital
Pennsylvania
$1.47M -$2.7K -50 -0.2%
CIG
1607
Cairn Investment Group
Washington
$1.46M +$16K +297 +1%
HIC
1608
Hartline Investment Corp
Illinois
$1.46M – – –
ABLA
1609
Alan B. Lancz & Associates
Ohio
$1.46M -$173K -3,200 -11%
HIA
1610
Harvest Investment Advisors
Florida
$1.46M +$1.62K +30 +0.1%
DBRC
1611
D.B. Root & Company
Pennsylvania
$1.46M +$11.8K +219 +0.8%
HCS
1612
Himension Capital (Singapore)
Singapore
$1.46M +$1.46M +27,097 New
PMG
1613
ProVise Management Group
Florida
$1.45M +$532K +9,867 +58%
FHA
1614
Flagship Harbor Advisors
Massachusetts
$1.45M -$13.9K -257 -0.9%
DFG
1615
Delta Financial Group
New Jersey
$1.45M +$1.78K +33 +0.1%
MCM
1616
Manchester Capital Management
Vermont
$1.44M +$60.9K +1,128 +4%
MHS
1617
M Holdings Securities
Oregon
$1.44M +$1.19M +22,061 +464%
AL
1618
Aspiriant LLC
California
$1.44M +$160K +2,957 +12%
EP
1619
Eudaimonia Partners
Tennessee
$1.44M -$19.7K -365 -1%
VCM
1620
Virtue Capital Management
Tennessee
$1.44M – – –
LOAMU
1621
Lombard Odier Asset Management (USA)
New York
$1.44M +$1.44M +26,690 New
PWAM
1622
Pinnacle West Asset Management
Wyoming
$1.43M +$112K +2,075 +8%
EWM
1623
EPG Wealth Management
Georgia
$1.43M -$30.4K -564 -2%
WTB
1624
Washington Trust Bank
Washington
$1.43M -$16.6M -307,811 -92%
SJIM
1625
St. Johns Investment Management
Florida
$1.43M -$7.93K -147 -0.5%
63 64
65
66 67