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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1101
Segment Wealth Management
Texas
$4.14M +$23.3K +152 +0.5%
AC
1102
Aldebaran Capital
Indiana
$4.14M -$86.5K -565 -2%
RBA
1103
Richard Bernstein Advisors
New York
$4.13M -$3.78M -24,712 -46%
BMM
1104
Buffington Mohr McNeal
Idaho
$4.11M -$17.9K -117 -0.4%
LNWTC
1105
Laird Norton Wetherby Trust Company
Washington
$4.1M – – –
MIM
1106
MTM Investment Management
South Carolina
$4.1M +$1.38K +9 +0%
WWM
1107
Western Wealth Management
Colorado
$4.09M -$179K -1,169 -4%
CA
1108
CoreCap Advisors
Michigan
$4.09M +$10.9K +71 +0.3%
FPGT
1109
Financial Partners Group (Tennessee)
Tennessee
$4.09M -$839K -5,481 -16%
NGA
1110
Naples Global Advisors
Florida
$4.08M -$195K -1,275 -4%
BBWA
1111
Bell & Brown Wealth Advisors
California
$4.08M +$194K +1,270 +5%
NAM
1112
NTV Asset Management
West Virginia
$4.08M +$350K +2,286 +9%
CCA
1113
Cobblestone Capital Advisors
New York
$4.07M -$76.2K -498 -2%
BJL
1114
Brighton Jones LLC
Washington
$4.06M -$194K -1,265 -4%
AFA
1115
Arlington Financial Advisors
California
$4.04M -$234K -1,528 -5%
JF
1116
Jericho Financial
Ohio
$4.03M +$4.26M +27,801 New
MCM
1117
Mill Capital Management
North Carolina
$4.02M -$76.5K -500 -2%
BFA
1118
Bill Few Associates
Pennsylvania
$4.01M +$15K +98 +0.4%
AWM
1119
Allen Wealth Management
North Carolina
$4M +$89.1K +582 +2%
SN
1120
Sittner & Nelson
Oregon
$4M +$142K +925 +3%
LOIM
1121
Liberty One Investment Management
Illinois
$3.99M +$347K +2,265 +9%
DWA
1122
Douglass Winthrop Advisors
New York
$3.99M +$96.1K +628 +2%
SC
1123
Sepio Capital
Utah
$3.98M -$142K -926 -3%
WR
1124
WD Rutherford
Oregon
$3.98M -$42.4K -277 -1%
BFA
1125
Benedict Financial Advisors
Georgia
$3.98M +$21.7K +142 +0.5%
43 44
45
46 47