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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBSF
1601
First National Bank Sioux Falls
South Dakota
$1.11M – – –
GFS
1602
GYL Financial Synergies
Connecticut
$1.11M +$39.4K +326 +4%
CA
1603
Claro Advisors
Massachusetts
$1.11M +$11.4K +94 +1%
DW
1604
Domani Wealth
Pennsylvania
$1.11M +$1.09K +9 +0.1%
VWM
1605
Venturi Wealth Management
Texas
$1.11M -$97K -802 -8%
SFG
1606
StrategIQ Financial Group
Indiana
$1.1M -$67.5K -558 -6%
PV
1607
Private Vista
Illinois
$1.1M +$19.7K +163 +2%
NCM
1608
Northside Capital Management
Oregon
$1.1M – – –
HCP
1609
Holt Capital Partners
Texas
$1.1M -$62.3K -515 -6%
WPA
1610
West Paces Advisors
Georgia
$1.09M -$36.6K -303 -3%
DRD
1611
Dennis R. Delaney
$1.09M +$102K +845 +11%
CCM
1612
Consolidated Capital Management
California
$1.08M -$219K -1,813 -17%
HPWM
1613
Highland Private Wealth Management
Washington
$1.08M +$15.6K +129 +2%
AFM
1614
Abbot Financial Management
Massachusetts
$1.08M -$58.6K -485 -5%
VCAM
1615
Van Cleef Asset Management
Ohio
$1.07M -$30.5K -252 -3%
WIA
1616
World Investment Advisors
California
$1.07M -$180K -1,486 -14%
PK
1617
Pflug Koory
Nebraska
$1.07M – – –
PI
1618
PHH Investments
Texas
$1.06M -$51.1K -423 -5%
OCG
1619
Opus Capital Group
Ohio
$1.06M +$129K +1,063 +14%
ANB
1620
Amarillo National Bank
Texas
$1.06M – – –
NS
1621
NewDay Solutions
New Hampshire
$1.06M +$1.02M +8,464 New
VCM
1622
Vivaldi Capital Management
Illinois
$1.06M +$649K +5,366 +172%
MIAS
1623
Mason Investment Advisory Services
Virginia
$1.06M -$159K -1,318 -13%
PCG
1624
Private Capital Group
Connecticut
$1.05M -$249K -2,062 -20%
CPA
1625
Court Place Advisors
Maryland
$1.05M -$5.2K -43 -0.5%
63 64
65
66 67