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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1051
Weik Capital Management
Pennsylvania
$1.47M +$195K +2,745 +15%
WHG
1052
Westwood Holdings Group
Texas
$1.47M – – –
CHC
1053
City Holding Co
West Virginia
$1.46M +$427 +6 +0%
BTWM
1054
Baker Tilly Wealth Management
Wisconsin
$1.45M +$330K +4,638 +28%
HKIM
1055
Hayek Kallen Investment Management
Alabama
$1.45M +$712 +10 +0%
CSA
1056
Cottage Street Advisors
Massachusetts
$1.45M +$1.42K +20 +0.1%
FIA
1057
Foundations Investment Advisors
Arizona
$1.45M +$679K +9,544 +84%
AFM
1058
Abbot Financial Management
Massachusetts
$1.44M -$47.1K -662 -3%
NB
1059
Nicolet Bankshares
Wisconsin
$1.43M +$681K +9,564 +50%
KWA
1060
Kingswood Wealth Advisors
California
$1.43M +$1.77M +24,876 New
RCAG
1061
Rehmann Capital Advisory Group
Michigan
$1.43M +$117K +1,649 +9%
PHS
1062
Pekin Hardy Strauss
Illinois
$1.42M -$90K -1,265 -6%
CCM
1063
CAAS Capital Management
New York
$1.42M +$1.21M +17,070 +488%
HT
1064
Heritage Trust
Oklahoma
$1.42M +$30.1K +423 +2%
LOAME
1065
Lombard Odier Asset Management (Europe)
United Kingdom
$1.42M -$83.8K -1,178 -5%
NW
1066
NewEdge Wealth
Pennsylvania
$1.41M +$129K +1,819 +10%
CA
1067
Continuum Advisory
Idaho
$1.41M +$851K +11,966 +141%
MBTD
1068
Mechanics Bank - Trust Department
California
$1.41M -$132K -1,861 -8%
MCCP
1069
Mission Creek Capital Partners
California
$1.41M -$99K -1,392 -6%
OIM
1070
Orca Investment Management
Oregon
$1.41M +$8.61K +121 +0.6%
TPW
1071
Transatlantique Private Wealth
New York
$1.41M +$321K +4,514 +28%
DCM
1072
Delta Capital Management
New Jersey
$1.41M -$12.1K -170 -0.8%
TFGT
1073
TS Financial Group (TSFG)
Illinois
$1.4M -$15.6K -219 -1%
LCGC
1074
Legacy Capital Group California
California
$1.4M +$211K +2,960 +17%
CCG
1075
Cypress Capital Group
Florida
$1.4M -$82.8K -1,163 -5%
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