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Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
1076
J.W. Cole Advisors
Florida
$470K +$38.8K +165 +9%
MMG
1077
Monetary Management Group
Missouri
$469K -$1.08M -4,590 -69%
ACP
1078
Ashfield Capital Partners
California
$469K – – –
VA
1079
Valmark Advisers
Ohio
$469K +$7.05K +30 +2%
HFM
1080
Hartford Financial Management
Connecticut
$463K – – –
BCM
1081
Brasada Capital Management
Texas
$463K +$470K +2,000 New
JWM
1082
Jupiter Wealth Management
Colorado
$462K -$337K -1,435 -42%
RA
1083
RFG Advisory
Alabama
$460K +$156K +664 +50%
TNB
1084
Thomasville National Bank
Georgia
$459K -$84.6K -360 -15%
FNBT
1085
FineMark National Bank & Trust
Florida
$459K +$7.99K +34 +2%
CAM
1086
Costello Asset Management
Pennsylvania
$458K – – –
ORC
1087
O'Rourke & Company
Massachusetts
$457K -$1.18K -5 -0.3%
HA
1088
Hamel Associates
New Jersey
$454K – – –
SG
1089
StoneX Group
New York
$453K +$98.5K +419 +27%
ITIM
1090
Indiana Trust & Investment Management
Indiana
$453K +$23.5K +100 +5%
IWA
1091
IVC Wealth Advisors
Pennsylvania
$452K -$14.6K -62 -3%
RCM
1092
RB Capital Management
Nevada
$451K +$14.8K +63 +3%
PCA
1093
Personal Capital Advisors
California
$448K -$16.7K -71 -4%
ZIMP
1094
Zimmermann Investment Management & Planning
Pennsylvania
$448K +$13.9K +59 +3%
PFBT
1095
Parkside Financial Bank & Trust
Missouri
$445K +$1.65K +7 +0.4%
DBRC
1096
D.B. Root & Company
Pennsylvania
$444K -$2.82K -12 -0.6%
RIA
1097
Richwood Investment Advisors
Ohio
$443K +$16.4K +70 +4%
WSTAM
1098
Wilbanks Smith & Thomas Asset Management
Virginia
$441K -$4K -17 -0.8%
PCM
1099
Parsons Capital Management
Rhode Island
$440K +$470 +2 +0.1%
CFS
1100
CRA Financial Services
New Jersey
$440K +$39.9K +170 +10%
42 43
44
45 46