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Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
1101
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.84M -$49.2K -463 -2%
AMIM
1102
Aull & Monroe Investment Management
Alabama
$1.83M +$10.6K +100 +0.6%
CPR
1103
CSU Producer Resources
Ohio
$1.83M – – –
THWM
1104
Taylor Hoffman Wealth Management
Virginia
$1.82M +$866K +8,149 +81%
WP
1105
WMS Partners
Maryland
$1.82M -$84.1K -791 -4%
VNA
1106
Valley National Advisers
Pennsylvania
$1.82M +$1.26M +11,817 +188%
CCM
1107
Consolidated Capital Management
California
$1.82M +$686K +6,452 +56%
WGCA
1108
Wolf Group Capital Advisors
Virginia
$1.81M -$269K -2,536 -12%
CC
1109
Cognios Capital
Kansas
$1.8M -$33.7K -317 -2%
BIAS
1110
Beacon Investment Advisory Services
New Jersey
$1.8M +$742K +6,985 +64%
CPIM
1111
Columbia Partners Investment Management
Virginia
$1.79M -$3.87M -36,457 -67%
BFO
1112
Biltmore Family Office
North Carolina
$1.79M +$210K +1,979 +13%
CI
1113
Capital International
California
$1.78M -$170K -1,599 -8%
RCM
1114
RB Capital Management
Nevada
$1.78M -$2.66K -25 -0.1%
BTW
1115
Boston Trust Walden
Massachusetts
$1.78M +$140K +1,317 +8%
CS
1116
Comerica Securities
Michigan
$1.78M +$169K +1,589 +10%
BO
1117
BRR OpCo
Ohio
$1.78M -$55.8K -525 -3%
DSC
1118
Duncker Streett & Co
Missouri
$1.77M +$851K +8,004 +83%
RCAG
1119
Rehmann Capital Advisory Group
Michigan
$1.77M +$217K +2,039 +13%
EB
1120
Eastern Bank
Massachusetts
$1.77M -$239K -2,250 -11%
VSWA
1121
Vontobel Swiss Wealth Advisors
Switzerland
$1.76M -$65.2K -614 -3%
MWP
1122
MYCIO Wealth Partners
Pennsylvania
$1.76M -$140K -1,319 -7%
AAM
1123
AR Asset Management
California
$1.76M – – –
MPWT
1124
MassMutual Private Wealth & Trust
Connecticut
$1.76M -$438K -4,126 -19%
MA
1125
Marshwinds Advisory
Georgia
$1.75M -$7.33K -69 -0.4%
43 44
45
46 47