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Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1451
Kays Financial Advisory
Georgia
$673K +$66.2K +630 +10%
CWM
1452
Cabot Wealth Management
Massachusetts
$660K +$420 +4 +0.1%
CHJWM
1453
Carlton Hofferkamp & Jenks Wealth Management
Texas
$659K +$333K +3,176 +86%
SWA
1454
SFMG Wealth Advisors
Texas
$658K -$721K -6,870 -50%
ZAM
1455
Zevin Asset Management
Massachusetts
$658K – – –
AAC
1456
Asset Advisors Corp
Georgia
$656K +$237K +2,256 +50%
AW
1457
Alpha Windward
Massachusetts
$653K -$6.3K -60 -0.9%
CIM
1458
CIM Investment Management
Pennsylvania
$651K – – –
WA
1459
WealthTrust-Arizona
Arizona
$650K -$2K -19 -0.3%
ECM
1460
EagleClaw Capital Management
Massachusetts
$650K – – –
WSC
1461
Wellington Shields & Co
New York
$649K – – –
FC
1462
Forte Capital
New York
$648K +$8.93K +85 +1%
LWM
1463
LBA Wealth Management
Florida
$646K -$20.4K -194 -3%
FWM
1464
Frontier Wealth Management
Missouri
$644K -$345K -3,283 -33%
BWAM
1465
Boyd Watterson Asset Management
Ohio
$639K +$4.2K +40 +0.6%
ACH
1466
ArrowMark Colorado Holdings
Colorado
$637K – – –
LG
1467
Laidlaw Group
New York
$635K -$22.1K -210 -3%
IAMOG
1468
Investors Asset Management of Georgia
Georgia
$632K +$47.3K +450 +7%
SCM
1469
SOL Capital Management
Maryland
$631K +$36.8K +350 +6%
TFF
1470
The Family Firm
Maryland
$629K -$29.8K -284 -4%
CRIG
1471
Charter Research & Investment Group
Connecticut
$627K – – –
RPA
1472
Rock Point Advisors
Vermont
$627K +$92K +876 +16%
SC
1473
Searle & Co
Connecticut
$626K -$105 -1 -0%
BWFM
1474
Bridgewater Wealth & Financial Management
Maryland
$625K -$129K -1,229 -16%
AIC
1475
Atlantic Investment Company
Georgia
$618K – – –
57 58
59
60 61