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Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1651
Oarsman Capital
Wisconsin
$585K -$665K -6,731 -45%
VCAM
1652
Van Cleef Asset Management
Ohio
$585K -$37K -374 -4%
IFG
1653
Independent Financial Group
California
$582K +$794K +8,037 New
GIM
1654
Greylin Investment Management
Virginia
$582K -$78.1K -790 -9%
MWM
1655
Modera Wealth Management
New Jersey
$582K +$332K +3,364 +72%
BOC
1656
Barbara Oil Co
Illinois
$580K – – –
JWCA
1657
J.W. Cole Advisors
Florida
$576K -$3.65M -36,894 -82%
PV
1658
Private Vista
Illinois
$576K +$8.79K +89 +1%
GRQ
1659
Gardner Russo & Quinn
Pennsylvania
$569K -$79.1K -800 -9%
MIAS
1660
Mason Investment Advisory Services
Virginia
$568K -$63.4K -642 -8%
BOPW
1661
Brandywine Oak Private Wealth
Pennsylvania
$567K -$4.35K -44 -0.6%
ECM
1662
Exchange Capital Management
Michigan
$565K -$85.3K -863 -10%
FANJ
1663
Financial Architects (New Jersey)
New Jersey
$563K -$94.1K -952 -11%
KPW
1664
Kore Private Wealth
New York
$563K +$2.47K +25 +0.3%
QPWM
1665
Quadrant Private Wealth Management
Pennsylvania
$562K +$317K +3,204 +70%
FSWA
1666
Financial Synergies Wealth Advisors
Texas
$561K +$284K +2,876 +59%
PK
1667
Pflug Koory
Nebraska
$560K -$7.91K -80 -1%
HCP
1668
Holt Capital Partners
Texas
$558K -$111K -1,125 -13%
EML
1669
Eos Management LP
New York
$558K +$761K +7,700 New
AIS
1670
Accurate Investment Solutions
Pennsylvania
$555K +$690K +6,983 +1,039%
IFWM
1671
Institute for Wealth Management
Colorado
$550K -$69.6K -704 -8%
VCM
1672
Vivaldi Capital Management
Illinois
$550K -$31.1K -315 -4%
MFW
1673
Meristem Family Wealth
Minnesota
$549K +$165K +1,666 +28%
FMT
1674
First Mercantile Trust
Tennessee
$547K +$7.41K +75 +1%
UF
1675
Univest Financial
Pennsylvania
$543K -$57.9K -586 -7%
65 66
67
68 69