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Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
801
Great Valley Advisor Group
Delaware
$1.55M +$78.5K +226 +5%
BC
802
Burney Company
Virginia
$1.55M -$448K -1,291 -23%
CFB
803
Cullen/Frost Bankers
Texas
$1.55M -$123K -355 -8%
VVP
804
Venture Visionary Partners
Ohio
$1.54M -$80.9K -233 -5%
SSW
805
Smith Shellnut Wilson
Mississippi
$1.54M – – –
DBIA
806
Dumont & Blake Investment Advisors
New Jersey
$1.53M -$29.2K -84 -2%
CSA
807
Cottage Street Advisors
Massachusetts
$1.53M -$4.17K -12 -0.3%
MBT
808
Montecito Bank & Trust
California
$1.53M -$32.6K -94 -2%
JSW
809
Journey Strategic Wealth
New Jersey
$1.51M +$258K +744 +21%
RCM
810
RNC Capital Management
California
$1.51M -$41.3K -119 -3%
HIA
811
Harbor Investment Advisory
Maryland
$1.51M -$66.6K -192 -4%
EHC
812
Everett Harris & Co
California
$1.51M – – –
SM
813
Sweeney & Michel
California
$1.51M -$14.6K -42 -1%
FM
814
Foster & Motley
Ohio
$1.5M +$900K +2,593 +159%
SAI
815
Savvy Advisors Inc
New York
$1.5M +$401K +1,155 +38%
TGAM
816
TBH Global Asset Management
Tennessee
$1.49M -$159K -457 -10%
IWM
817
IHT Wealth Management
Illinois
$1.48M +$43K +124 +3%
AAM
818
Azzad Asset Management
Virginia
$1.48M +$1.44M +4,160 New
CWM
819
CMH Wealth Management
New Hampshire
$1.48M +$1.44M +4,141 New
WT
820
Whittier Trust
California
$1.48M – – –
WA
821
Win Advisors
Florida
$1.47M +$1.44M +4,141 New
1C
822
111 Capital
France
$1.47M +$462K +1,330 +47%
WANY
823
Wealthspire Advisors (New York)
New York
$1.47M -$660K -1,902 -32%
LCS
824
Levin Capital Strategies
New York
$1.47M -$3.47K -10 -0.2%
MG
825
Mather Group
Illinois
$1.46M -$50K -144 -3%
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