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Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
1926
Legacy Capital Wealth Partners
Arkansas
$515K +$69.3K +710 +17%
CAM
1927
Covenant Asset Management
New Jersey
$513K – – –
GWM
1928
Gray Wealth Management
Maine
$512K +$69.3K +710 +17%
EW
1929
Evoke Wealth
California
$511K -$34.4K -352 -7%
BCM
1930
Blume Capital Management
California
$510K – – –
VCG
1931
Vantage Consulting Group
Virginia
$509K +$89.4K +916 +23%
AIM
1932
Axiom Investment Management
New York
$509K +$289K +2,955 +153%
SC
1933
Sierra Capital
Florida
$507K +$473K +4,839 New
GRQ
1934
Gardner Russo & Quinn
Pennsylvania
$505K -$337K -3,447 -42%
ECM
1935
Exchange Capital Management
Michigan
$505K -$78.1K -800 -14%
PCMM
1936
Piedmont Capital Management (Montana)
Montana
$504K +$58K +594 +14%
BDF
1937
Balasa Dinverno & Foltz
$504K +$174K +1,778 +59%
JHP
1938
James Hambro & Partners
United Kingdom
$503K -$12.6K -129 -3%
KC
1939
Kingfisher Capital
North Carolina
$503K +$5.37K +55 +1%
ACA
1940
Atlas Capital Advisors
Wyoming
$503K -$91K -932 -16%
MWM
1941
Merriman Wealth Management
Washington
$502K -$25.2K -258 -5%
MFG
1942
Menard Financial Group
Texas
$502K +$39.3K +402 +9%
LIA
1943
LBMC Investment Advisors
Tennessee
$501K +$61.9K +634 +15%
PCM
1944
Pointe Capital Management
Michigan
$500K -$2.73K -28 -0.6%
OMC
1945
Overbrook Management Corp
New York
$499K – – –
CBA
1946
Coastal Bridge Advisors
Connecticut
$499K +$69.4K +711 +18%
TAM
1947
Trillium Asset Management
Massachusetts
$498K -$39.7K -407 -8%
RMSCM
1948
R.M. Sincerbeaux Capital Management
New York
$498K – – –
CGA
1949
Crescent Grove Advisors
Illinois
$497K -$14.6K -150 -3%
LDFR
1950
Lehman & Derafelo Financial Resources
Pennsylvania
$496K -$2.72M -27,905 -85%
76 77
78
79 80