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Name Holding Trade Value Shares
Change 		Change in
Stake
BRM
1951
Boston Research & Management
Massachusetts
$1.22M -$12.4K -88 -1%
CCG
1952
Coastwise Capital Group
California
$1.22M +$51.9K +368 +5%
LCM
1953
LCM Capital Management
Illinois
$1.22M +$4.65K +33 +0.4%
WEG
1954
World Equity Group
Illinois
$1.21M -$13.3K -94 -1%
CCM
1955
Channing Capital Management
Illinois
$1.21M -$320K -2,267 -21%
VNIM
1956
Vaughan Nelson Investment Management
Texas
$1.21M – – –
FWM
1957
FMB Wealth Management
California
$1.21M +$29.3K +208 +3%
DBIA
1958
Dumont & Blake Investment Advisors
New Jersey
$1.2M +$3.38K +24 +0.3%
CCM
1959
Canal Capital Management
Virginia
$1.2M +$48.8K +346 +4%
GCP
1960
Garda Capital Partners
Minnesota
$1.2M +$1.19M +8,408 New
TA
1961
TCM Advisors
West Virginia
$1.2M – – –
SWM
1962
Shelton Wealth Management
Texas
$1.2M +$1.18M +8,389 New
GH
1963
GAM Holding
Switzerland
$1.2M -$396K -2,808 -25%
HWA
1964
Heartwood Wealth Advisors
Virginia
$1.2M +$226K +1,605 +24%
AI
1965
Arvest Investments
Arkansas
$1.2M -$529K -3,751 -31%
GA
1966
GoalVest Advisory
New York
$1.2M +$74.4K +528 +7%
ETC
1967
Exchange Traded Concepts
Oklahoma
$1.19M -$23.6M -167,470 -95%
WMWM
1968
Wilkins Miller Wealth Management
Alabama
$1.19M -$9.45K -67 -0.8%
FCFC
1969
First Commonwealth Financial Corp
Pennsylvania
$1.19M +$30.4K +216 +3%
AT
1970
Arlington Trust
Alabama
$1.19M -$149K -1,060 -11%
PW
1971
Paladin Wealth
Minnesota
$1.19M +$97.1K +689 +9%
NIM
1972
Needham Investment Management
New York
$1.18M -$70.5K -500 -6%
FIM
1973
Freedom Investment Management
Connecticut
$1.18M +$135K +957 +13%
LAIC
1974
Lederer & Associates Investment Counsel
California
$1.18M +$705 +5 +0.1%
MAG
1975
Mayfair Advisory Group
Alabama
$1.18M -$99.8K -708 -9%
77 78
79
80 81