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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1001
Segment Wealth Management
Texas
$3.37M -$28.8K -238 -0.9%
RHDIC
1002
R.H. Dinel Investment Counsel
California
$3.37M – – –
FCIM
1003
Fairview Capital Investment Management
California
$3.36M -$109K -900 -3%
AAS
1004
Annex Advisory Services
Wisconsin
$3.34M +$2.91M +24,104 +868%
EFS
1005
Essex Financial Services
Connecticut
$3.33M +$6.29K +52 +0.2%
WAM
1006
Wealthspire Advisors (Maryland)
Maryland
$3.33M -$42.2K -349 -1%
WP
1007
WealthSource Partners
California
$3.33M +$1.79M +14,781 +124%
TYCC
1008
Texas Yale Capital Corp
Florida
$3.31M -$3.23M -26,682 -50%
AIM
1009
Artemis Investment Management
United Kingdom
$3.3M -$269K -2,226 -8%
NCM
1010
Narwhal Capital Management
Georgia
$3.3M -$126K -1,043 -4%
APP
1011
Avantax Planning Partners
Iowa
$3.3M +$146K +1,208 +5%
CIS
1012
Capital International Sarl
California
$3.3M -$181K -1,500 -5%
PAM
1013
Paradigm Asset Management
New York
$3.29M +$266K +2,200 +9%
CMTU
1014
Capital Markets Trading (UK)
United Kingdom
$3.28M +$2.66M +22,013 +506%
RIL
1015
Rothschild Investment LLC
Illinois
$3.28M +$78.5K +649 +3%
TCCM
1016
Timber Creek Capital Management
Massachusetts
$3.28M +$23.8K +197 +0.8%
EI
1017
EDMP Inc
Florida
$3.27M -$24.2K -200 -0.8%
FMTCOCP
1018
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.27M -$120K -995 -4%
MIC
1019
Means Investment Company
Maine
$3.27M -$62.8K -519 -2%
HCM
1020
Hengehold Capital Management
Ohio
$3.27M -$7.74K -64 -0.2%
TFS
1021
Thoroughbred Financial Services
Tennessee
$3.26M -$36K -298 -1%
BOS
1022
Bank of Stockton
California
$3.26M +$23.6K +195 +0.7%
ST
1023
Spinnaker Trust
Maine
$3.25M -$32.6K -270 -1%
BWM
1024
BerganKDV Wealth Management
Minnesota
$3.24M -$13.9K -115 -0.4%
PGIM
1025
Pacific Global Investment Management
California
$3.23M -$1.11M -9,202 -26%
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