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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
926
Arkadios Wealth Advisors
Georgia
$3.02M +$152K +1,779 +5%
JWCA
927
J.W. Cole Advisors
Florida
$3.02M +$341K +3,996 +12%
YIA
928
YHB Investment Advisors
Connecticut
$3.01M -$728K -8,521 -19%
DWM
929
Dorchester Wealth Management
Quebec, Canada
$3M +$775K +9,076 +32%
RWA
930
Roberts Wealth Advisors
California
$2.99M +$192K +2,252 +7%
RDWM
931
Red Door Wealth Management
Tennessee
$2.97M +$104K +1,219 +3%
AIM
932
Allen Investment Management
New York
$2.97M – – –
WAC
933
William Allan Corp
Colorado
$2.97M +$289K +3,383 +10%
LM
934
Lincluden Management
Ontario, Canada
$2.96M -$11K -129 -0.4%
FNT
935
First National Trust
Pennsylvania
$2.96M -$994K -11,637 -24%
IA
936
IFP Advisors
Florida
$2.95M +$52.8K +618 +2%
ALAM
937
Asahi Life Asset Management
Japan
$2.95M +$520K +6,091 +20%
GT
938
Greenleaf Trust
Michigan
$2.94M +$180K +2,109 +6%
RCM
939
Ravenstone Capital Management
$2.93M +$228K +2,675 +8%
HPC
940
HM Payson & Co
Maine
$2.92M -$285K -3,340 -8%
CA
941
Cullinan Associates
Kentucky
$2.91M -$25.6K -300 -0.8%
NRS
942
Neville Rodie & Shaw
New York
$2.91M -$2.39M -27,935 -44%
SIP
943
Stoneridge Investment Partners
Pennsylvania
$2.91M -$149K -1,739 -5%
KFS
944
Kurt F. Somerville
$2.9M -$1.26M -14,703 -29%
KJHP
945
K.J. Harrison & Partners
Ontario, Canada
$2.9M +$342K +4,000 +13%
RAM
946
Roanoke Asset Management
New Jersey
$2.9M +$44K +515 +1%
HDIM
947
Hanson & Doremus Investment Management
Vermont
$2.9M +$528K +6,184 +21%
FWM
948
Focused Wealth Management
New York
$2.89M +$418K +4,894 +16%
WPP
949
Whalerock Point Partners
Rhode Island
$2.87M -$10.3K -121 -0.3%
CCM
950
Check Capital Management
California
$2.87M -$88K -1,030 -3%
36 37
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