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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
901
Sagespring Wealth Partners
Tennessee
$6.5M +$1.29M +8,234 +27%
PWP
902
Principle Wealth Partners
Connecticut
$6.49M -$50.9K -325 -0.8%
KCM
903
Kennedy Capital Management
Missouri
$6.48M -$665K -4,246 -10%
CHC
904
City Holding Co
West Virginia
$6.48M +$54.2K +346 +0.9%
FTWA
905
Fifth Third Wealth Advisors
Ohio
$6.46M +$841K +5,372 +16%
WAG
906
Wallace Advisory Group
California
$6.44M -$8.77K -56 -0.1%
HI
907
Horizon Investments
North Carolina
$6.44M +$134K +859 +2%
MGIA
908
Moneta Group Investment Advisors
Missouri
$6.44M -$41.2K -263 -0.7%
BIG
909
Boothe Investment Group
Delaware
$6.43M -$523K -3,339 -8%
BFA
910
Beaumont Financial Advisors
Massachusetts
$6.42M +$150K +959 +3%
SWM
911
SeaCrest Wealth Management
New York
$6.39M -$156K -998 -3%
WSWA
912
Warren Street Wealth Advisors
California
$6.36M -$611K -3,905 -9%
QC
913
Quantessence Capital
New York
$6.36M +$189K +1,207 +3%
PAMG
914
Patton Albertson Miller Group
Tennessee
$6.34M -$1.98M -12,656 -25%
CAC
915
Core Alternative Capital
Georgia
$6.33M -$1.2M -7,670 -17%
AI
916
Ariel Investments
Illinois
$6.32M -$167K -1,064 -3%
KB
917
Kimelman & Baird
New York
$6.3M – – –
PSP
918
Principal Street Partners
Tennessee
$6.3M +$226K +1,446 +4%
CGPCS
919
Capital Group Private Client Services
California
$6.29M -$27.7M -176,978 -82%
IB
920
Intrust Bank
Kansas
$6.28M +$234K +1,494 +4%
SC
921
Schulhoff & Co
Ohio
$6.28M -$36.6K -234 -0.6%
VWM
922
Venturi Wealth Management
Texas
$6.27M +$668K +4,265 +13%
CTA
923
Chesley Taft & Associates
Illinois
$6.22M +$178K +1,136 +3%
LDB
924
Lee, Danner & Bass
Tennessee
$6.2M -$43.2K -276 -0.7%
GIA
925
GHP Investment Advisors
Colorado
$6.2M +$415K +2,654 +8%
35 36
37
38 39