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Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1501
9258 Wealth Management
Ohio
$2.37M +$315K +1,804 +16%
PWA
1502
Providence Wealth Advisors
Illinois
$2.37M -$170K -972 -7%
PPWP
1503
Proquility Private Wealth Partners
Nevada
$2.37M +$19.7K +113 +0.9%
GSB
1504
Greenfield Savings Bank
Massachusetts
$2.37M +$4.36K +25 +0.2%
BIP
1505
Blueprint Investment Partners
North Carolina
$2.37M +$428K +2,455 +23%
EL
1506
EMFO LLC
Florida
$2.36M – – –
LFA
1507
LGT Financial Advisors
Texas
$2.36M +$2.3M +13,171 New
SFG
1508
Summit Financial Group
West Virginia
$2.36M +$69.8K +400 +3%
VWM
1509
Venturi Wealth Management
Texas
$2.36M +$323K +1,851 +16%
SSI
1510
Scott & Selber Inc
Texas
$2.36M -$8.55K -49 -0.4%
TAM
1511
Taurus Asset Management
New York
$2.36M -$8.72K -50 -0.4%
BFIC
1512
Bedell Frazier Investment Counselling
California
$2.35M -$4.89K -28 -0.2%
TFA
1513
Transamerica Financial Advisors
Florida
$2.35M -$298K -1,707 -12%
TA
1514
TrueWealth Advisors
Alabama
$2.35M +$87.8K +503 +4%
HAM
1515
Hedges Asset Management
Nevada
$2.35M – – –
WCBA
1516
Weaver C. Barksdale & Associates
Tennessee
$2.33M -$150K -861 -6%
PCWA
1517
Pacific Capital Wealth Advisors
California
$2.33M +$106K +607 +5%
WSC
1518
Wellington Shields & Co
New York
$2.33M +$53.9K +309 +2%
HKIM
1519
Hayek Kallen Investment Management
Alabama
$2.33M -$311K -1,783 -12%
JSW
1520
Journey Strategic Wealth
New Jersey
$2.32M +$273K +1,564 +14%
ZB
1521
Zions Bancorporation
Utah
$2.32M -$1.91M -10,960 -46%
NSAM
1522
North Star Asset Management
Wisconsin
$2.32M +$341K +1,955 +18%
GC
1523
Gratus Capital
Georgia
$2.32M +$43.1K +247 +2%
GWCM
1524
Godshalk Welsh Capital Management
Pennsylvania
$2.31M -$96K -550 -4%
FBT
1525
First Bank & Trust
South Dakota
$2.31M -$55.7K -319 -2%
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