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EME

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
701
AlphaCore Capital
California
$671K +$237K +280 +53%
WCM
702
WealthBridge Capital Management
Ohio
$669K +$34.7K +41 +5%
FTWA
703
Fifth Third Wealth Advisors
Ohio
$667K +$73.6K +87 +12%
BNA
704
BankChampaign National Association
Illinois
$667K +$93.1K +110 +16%
CCWM
705
Cassaday & Co Wealth Management
Virginia
$664K – – –
KG
706
Kieckhefer Group
Wisconsin
$664K – – –
ST
707
Smithfield Trust
Pennsylvania
$663K +$1.69K +2 +0.3%
AFCM
708
Applied Finance Capital Management
Puerto Rico
$661K +$176K +208 +35%
GLA
709
Great Lakes Advisors
Illinois
$654K -$32.1K -38 -5%
CT
710
Colonial Trust
South Carolina
$654K -$59.2K -70 -8%
DC
711
Diametric Capital
Massachusetts
$649K +$243K +287 +58%
SF
712
Summit Financial
New Jersey
$647K +$409K +484 +164%
TDC
713
Thompson Davis & Co
Virginia
$643K +$21.1K +25 +3%
KWM
714
Kingsview Wealth Management
Oregon
$640K +$42.3K +50 +7%
WA
715
Wealth Alliance
New York
$640K +$652K +771 New
GSB
716
Greenfield Savings Bank
Massachusetts
$636K – – –
KCM
717
Kathmere Capital Management
Pennsylvania
$632K -$5.08K -6 -0.8%
M
718
MOTCO
Texas
$632K +$846 +1 +0.1%
JTWM
719
Jackson Thornton Wealth Management
Alabama
$627K +$2.54K +3 +0.4%
DIM
720
Delta Investment Management
California
$622K – – –
GA
721
Greenspring Advisors
Maryland
$615K -$846 -1 -0.1%
NFP
722
Narus Financial Partners
Utah
$615K -$48.2K -57 -7%
BFIM
723
Beese Fulmer Investment Management
Ohio
$614K +$48.2K +57 +8%
HI
724
Harbour Investments
Wisconsin
$614K -$15.2K -18 -2%
HA
725
Herold Advisors
New York
$612K -$30.5K -36 -5%
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