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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1826
OneAscent Financial Services
Alabama
$677K +$28.9K +659 +5%
CWM
1827
Cornerstone Wealth Management
Missouri
$673K +$6.53K +149 +1%
PCP
1828
Proficio Capital Partners
Massachusetts
$672K +$118K +2,683 +23%
HCM
1829
Howland Capital Management
Massachusetts
$669K – – –
PCMC
1830
Paragon Capital Management (Colorado)
Colorado
$663K -$5.48K -125 -0.9%
NJBEST
1831
New Jersey Better Educational Savings Trust
New Jersey
$662K – – –
WTFG
1832
Wells Trecaso Financial Group
Ohio
$662K +$1.23K +28 +0.2%
HT
1833
HighTower Trust
Texas
$662K +$45.7K +1,043 +8%
ANBT
1834
American National Bank & Trust
Texas
$660K -$516K -11,764 -45%
SIA
1835
Starfire Investment Advisers
Michigan
$656K +$175 +4 +0%
CCWA
1836
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$656K +$617K +14,073 New
BWM
1837
Baystate Wealth Management
Massachusetts
$652K -$16.8K -384 -3%
CCM
1838
Crossvault Capital Management
Texas
$652K – – –
SDAM
1839
Shulman DeMeo Asset Management
New York
$649K -$41.7K -950 -6%
SFSIG
1840
San Francisco Sentry Investment Group
California
$647K -$49.4K -1,127 -8%
MAA
1841
Mraz Amerine & Associates
California
$646K -$65.8K -1,500 -10%
CA
1842
Cortland Associates
Missouri
$646K -$2.41K -55 -0.4%
CA
1843
Calton & Associates
Florida
$644K -$42.4K -968 -7%
MSA
1844
Marino Stram & Associates
Massachusetts
$643K +$162K +3,685 +36%
BOS
1845
Bingham Osborn & Scarborough
California
$637K -$77.7K -1,771 -11%
APWM
1846
Atlas Private Wealth Management
New York
$636K -$49.9K -1,137 -8%
CCT
1847
Chemung Canal Trust
New York
$636K -$20.3K -462 -3%
TNA
1848
True North Advisors
Texas
$636K +$598K +13,637 New
FMT
1849
First Mercantile Trust
Tennessee
$635K +$597K +13,620 New
WIA
1850
World Investment Advisors
California
$633K +$225K +5,127 +64%
72 73
74
75 76