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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1151
Corps Capital Advisors
Texas
$361K – – –
DCM
1152
Donaldson Capital Management
Indiana
$357K -$479 -8 -0.2%
WA
1153
WBH Advisory
Maryland
$357K -$89K -1,488 -22%
BW
1154
BXM Wealth
Colorado
$357K -$101K -1,685 -24%
CCG
1155
Ceeto Capital Group
Florida
$357K -$84.4K -1,411 -21%
GIM
1156
Goelzer Investment Management
Indiana
$357K -$334K -5,584 -51%
FAT
1157
First American Trust
California
$356K -$360K -6,021 -53%
EFMC
1158
Empire Financial Management Company
New York
$355K – – –
IIC
1159
Integrated Investment Consultants
Michigan
$355K -$8.02K -134 -2%
RLH
1160
RD Lewis Holdings
Florida
$354K -$11.7K -196 -4%
NSIM
1161
North Star Investment Management
Illinois
$354K -$563K -9,405 -64%
CIA
1162
Compass Ion Advisors
Pennsylvania
$350K -$32.3K -540 -9%
MAM
1163
McLean Asset Management
Virginia
$347K +$307K +5,127 New
PFBT
1164
Parkside Financial Bank & Trust
Missouri
$346K +$2.09K +35 +0.7%
SFC
1165
SYM Financial Corp
Indiana
$346K +$305K +5,100 New
DTC
1166
Davidson Trust Company
Washington
$344K -$1.38K -23 -0.5%
VRM
1167
Vectors Research Management
New York
$344K – – –
HKIM
1168
Hayek Kallen Investment Management
Alabama
$343K -$106K -1,766 -26%
PT
1169
Plimoth Trust
Massachusetts
$343K -$1.49M -24,901 -83%
RFP
1170
Root Financial Partners
California
$343K -$28.5K -477 -9%
SEP
1171
Southland Equity Partners
Missouri
$340K +$1.92K +32 +0.6%
PWM
1172
Pines Wealth Management
North Carolina
$340K +$300K +5,020 New
TAM
1173
Tocqueville Asset Management
New York
$339K -$53.5K -894 -15%
PCA
1174
Private Capital Advisors
Connecticut
$339K – – –
WE
1175
Wealth Effects
Massachusetts
$338K -$70.6K -1,179 -19%
45 46
47
48 49