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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
501
Smith Salley Wealth Management
North Carolina
$1.38M +$206K +15,595 +17%
WGCA
502
Wolf Group Capital Advisors
Virginia
$1.37M +$1.23M +93,221 +603%
SRSA
503
S.R. Schill & Associates
Washington
$1.36M +$236K +17,940 +20%
CIA
504
Capital Investment Advisors
Georgia
$1.34M +$408K +30,921 +41%
ED
505
Exane Derivatives
France
$1.34M +$279K +21,128 +25%
BF
506
BOK Financial
Oklahoma
$1.34M -$119K -9,039 -8%
BHWM
507
Bar Harbor Wealth Management
New Hampshire
$1.33M -$3.97K -301 -0.3%
FAM
508
Formidable Asset Management
Ohio
$1.32M -$49.6K -3,761 -4%
TMAM
509
Tokio Marine Asset Management
Japan
$1.3M -$108K -8,227 -7%
PRHC
510
P.R. Herzig & Co
New York
$1.29M +$256K +19,400 +23%
AT
511
Arden Trust
Delaware
$1.27M +$14.1K +1,068 +1%
WFG
512
Wills Financial Group
Virginia
$1.26M +$1.85K +140 +0.1%
PTC
513
Philadelphia Trust Company
Pennsylvania
$1.26M -$199K -15,065 -13%
ANTB
514
AMG National Trust Bank
Colorado
$1.26M – – –
FC
515
FCA Corp
Texas
$1.25M -$1.08K -82 -0.1%
RWA
516
River Wealth Advisors
Pennsylvania
$1.25M -$11.4K -865 -0.9%
CCP
517
Clarkston Capital Partners
Michigan
$1.24M -$135K -10,252 -9%
TSW
518
Thompson Siegel & Walmsley
Virginia
$1.23M -$109K -8,250 -8%
WS
519
Wedbush Securities
California
$1.22M +$182K +13,794 +17%
CI
520
Conning Inc
Connecticut
$1.2M +$11.9K +900 +0.9%
TCOT
521
Trust Company of Toledo
Ohio
$1.2M +$131K +9,954 +12%
CC
522
ClearArc Capital
Ohio
$1.19M -$3.81K -289 -0.3%
DY
523
Dowling & Yahnke
California
$1.18M +$289K +21,953 +31%
LCM
524
Leisure Capital Management
California
$1.17M -$2K -152 -0.2%
BA
525
BKS Advisors
Michigan
$1.17M -$10.1K -765 -0.8%
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