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Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
851
Duncker Streett & Co
Missouri
$613K -$46.8K -951 -8%
AAS
852
Avantax Advisory Services
Texas
$613K +$20.8K +423 +4%
MC
853
Mathes Company
New York
$611K +$65.2K +1,324 +13%
TSW
854
Thompson Siegel & Walmsley
Virginia
$605K +$24.4K +495 +4%
CMO
855
Covenant Multifamily Offices
Texas
$605K +$568K +11,545 +96,208%
BHC
856
Bowen Hanes & Co
Florida
$603K -$143K -2,904 -20%
VCAM
857
Van Cleef Asset Management
Ohio
$601K -$64.2K -1,304 -10%
DI
858
Diligent Investors
California
$600K +$16.5K +335 +3%
TWM
859
Torch Wealth Management
Ohio
$599K -$16.3K -331 -3%
CL
860
Choreo LLC
Illinois
$597K +$53.5K +1,086 +11%
CCWA
861
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$595K -$17.9K -364 -3%
MCM
862
MAI Capital Management
Ohio
$595K +$102K +2,069 +22%
W
863
Wealthquest
Ohio
$593K +$12.1K +246 +2%
CEP
864
Chicago Equity Partners
Illinois
$592K +$557K +11,319 New
CA
865
Calton & Associates
Florida
$589K -$290K -5,883 -34%
AWM
866
Aries Wealth Management
Maine
$587K – – –
CIC
867
Crawford Investment Counsel
Georgia
$583K -$174K -3,530 -24%
NWP
868
Northstar Wealth Partners
Connecticut
$583K -$51.1K -1,038 -9%
NCM
869
Novare Capital Management
North Carolina
$580K +$15.7K +318 +3%
LRPA
870
L. Roy Papp & Associates
Arizona
$580K +$183K +3,724 +51%
LPT
871
Legacy Private Trust
Wisconsin
$579K -$2.95K -60 -0.5%
GIA
872
GHP Investment Advisors
Colorado
$577K -$246 -5 -0%
PCM
873
Parsons Capital Management
Rhode Island
$576K -$67.1K -1,363 -11%
LA
874
Legacy Advisors
Pennsylvania
$575K -$659K -13,396 -55%
BAS
875
Brown Advisory Securities
Maryland
$574K -$160K -3,259 -23%
33 34
35
36 37