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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1226
Clearstead Advisors
Ohio
$668K -$56.7K -912 -7%
EHC
1227
Everett Harris & Co
California
$662K +$86.4K +1,388 +14%
BCM
1228
Bluefin Capital Management
New York
$660K -$553K -8,880 Closed
VCM
1229
Virtue Capital Management
Tennessee
$660K -$317K -5,087 -31%
NFG
1230
Next Financial Group
Texas
$656K -$21K -337 -3%
GWCM
1231
Godshalk Welsh Capital Management
Pennsylvania
$656K +$23.3K +375 +3%
NAM
1232
North American Management
Massachusetts
$654K -$14.7K -237 -2%
RIM
1233
Redwood Investment Management
Arizona
$652K +$157K +2,519 +29%
CCB
1234
Cutter & Co Brokerage
Missouri
$651K -$40.3K -648 -5%
MFP
1235
Meridian Financial Partners
Virginia
$649K +$63.2K +1,016 +10%
BHWM
1236
Bar Harbor Wealth Management
New Hampshire
$648K -$8.71K -140 -1%
WPW
1237
Waldron Private Wealth
Pennsylvania
$647K +$42.2K +678 +7%
SCCM
1238
Schafer Cullen Capital Management
New York
$642K +$684K +10,987 New
AIM
1239
Arcadia Investment Management
Michigan
$642K +$684K +11,000 New
USAA
1240
United Services Automobile Association
Texas
$641K +$683K +10,978 New
ANRIA
1241
American National Registered Investment Advisor
Texas
$640K – – –
LIM
1242
Leavell Investment Management
Alabama
$640K +$34.5K +554 +5%
CF
1243
Centaurus Financial
California
$635K -$574K -9,232 -46%
HB
1244
Homrich & Berg
Georgia
$628K -$73.8K -1,186 -10%
CAAS
1245
Capital Asset Advisory Services
Michigan
$622K -$26.9K -433 -4%
CAS
1246
Cascadia Advisory Services
Oregon
$620K -$1.46M -23,384 -69%
GEA
1247
Glen Eagle Advisors
New Jersey
$617K +$61.3K +985 +10%
HIMC
1248
Heritage Investors Management Corp
Maryland
$617K +$130K +2,085 +25%
SGI
1249
Summit Global Investments
Utah
$616K +$20.3K +327 +3%
RCC
1250
Red Cedar Capital
Nebraska
$615K – – –
48 49
50
51 52