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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1601
AKRE Capital Management
Virginia
$406K +$379K +3,891 New
1IA
1602
1834 Investment Advisors
Wisconsin
$404K -$975 -10 -0.3%
WPA
1603
Winning Points Advisors
Florida
$403K +$377K +3,869 New
BWM
1604
Braver Wealth Management
Massachusetts
$401K +$375K +3,847 New
NEPWA
1605
New England Private Wealth Advisors
Massachusetts
$399K – – –
MC
1606
Montag & Caldwell
Georgia
$396K – – –
FPB
1607
First PREMIER Bank
South Dakota
$395K -$64.4K -661 -15%
MGIA
1608
Moneta Group Investment Advisors
Missouri
$390K +$91.7K +941 +34%
VHAM
1609
Van Hulzen Asset Management
California
$389K – – –
SFS
1610
Sowell Financial Services
Arkansas
$389K +$344K +3,526 New
KAM
1611
Keeley Asset Management
Illinois
$386K -$19.5K -200 -5%
RHFI
1612
Reilly Herbert Faulkner III
$385K -$6.83K -70 -2%
AZA
1613
Arthur Zaske & Associates
Michigan
$383K +$358K +3,671 New
JGUA
1614
John G. Ullman & Associates
New York
$382K -$3.51K -36 -1%
AOWM
1615
Alpha Omega Wealth Management
Virginia
$382K +$283K +2,901 +381%
OFW
1616
Omnia Family Wealth
Florida
$382K +$355K +3,642 New
CF
1617
Corrigan Financial
Rhode Island
$382K – – –
PP
1618
PagnatoKarp Partners
Virginia
$381K +$354K +3,634 New
HS
1619
Huntington Steele
Pennsylvania
$379K – – –
SFG
1620
SevenBridge Financial Group
Pennsylvania
$378K – – –
SS
1621
Sunbelt Securities
Texas
$373K +$15K +154 +4%
MIM
1622
Miller Investment Management
Pennsylvania
$372K -$4.88K -50 -1%
PAG
1623
Pinnacle Advisory Group
Maryland
$371K -$8.48K -87 -2%
FWP
1624
FAS Wealth Partners
Kansas
$371K +$390 +4 +0.1%
TAM
1625
Trillium Asset Management
Massachusetts
$369K -$35.4K -363 -9%
63 64
65
66 67