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Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1026
Kendall Capital Management
Maryland
$225K +$281K +20,070 New
CAM
1027
Cacti Asset Management
Georgia
$224K – – –
CLOS
1028
Compagnie Lombard Odier SCmA
Switzerland
$224K – – –
TCBWMS
1029
Texas Capital Bank Wealth Management Services
Texas
$224K – – –
WA
1030
WP Advisors
California
$224K +$9.68K +692 +4%
WA
1031
Wealth Alliance
New York
$224K +$26.6K +1,902 +11%
WPW
1032
Waldron Private Wealth
Pennsylvania
$224K +$40K +2,858 +17%
LMKC
1033
L.M. Kohn & Company
Ohio
$223K -$65.9K -4,712 -19%
FNBT
1034
FineMark National Bank & Trust
Florida
$222K +$12.5K +892 +5%
CPA
1035
Court Place Advisors
Maryland
$221K -$6.3K -450 -2%
AHB
1036
Abner Herrman & Brock
New Jersey
$221K -$1.05K -75 -0.4%
FIM
1037
Freedom Investment Management
Connecticut
$221K +$65.7K +4,692 +31%
1IA
1038
1834 Investment Advisors
Wisconsin
$220K +$199K +14,194 +260%
IF
1039
Intrua Financial
Texas
$219K -$90.2K -6,448 -25%
HIP
1040
HUB Investment Partners
Texas
$219K +$7.5K +536 +3%
CWA
1041
Clarus Wealth Advisors
Arizona
$219K +$13.1K +937 +5%
NWM
1042
Northcape Wealth Management
New York
$219K +$49.8K +3,562 +22%
CWP
1043
Concord Wealth Partners
Virginia
$218K -$19.4K -1,383 -7%
BMA
1044
Brooks Moore & Associates
Tennessee
$218K -$9.1K -650 -3%
BFA
1045
Beacon Financial Advisory
Ohio
$217K -$31.9K -2,281 -11%
HWA
1046
HCR Wealth Advisors
California
$217K +$2.11K +151 +0.8%
P
1047
&Partners
Tennessee
$215K -$33.8K -2,414 -11%
FCB
1048
First Command Bank
Texas
$214K +$12K +860 +5%
FCFS
1049
First Command Financial Services
Texas
$214K +$12K +860 +5%
GFPC
1050
Global Financial Private Client
Florida
$213K -$630 -45 -0.2%
40 41
42
43 44