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Name Holding Trade Value Shares
Change 		Change in
Stake
KC
901
Knuff & Co
California
$3.01M – – –
MWM
902
Modern Wealth Management
Kansas
$3M +$84.2K +308 +3%
BCM
903
Birmingham Capital Management
Alabama
$3M +$29.2K +107 +1%
ATC
904
Argent Trust Co
Tennessee
$3M -$169K -619 -6%
MWM
905
Modera Wealth Management
New Jersey
$2.99M -$356K -1,303 -12%
MWM
906
MinichMacGregor Wealth Management
New York
$2.98M +$64K +234 +2%
FNFDCM
907
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.98M -$26.2K -96 -1%
AAS
908
Ameritas Advisory Services
Nebraska
$2.97M +$480K +1,755 +22%
CPC
909
Cookson Peirce & Co
Pennsylvania
$2.97M +$327K +1,198 +14%
FWA
910
FSM Wealth Advisors
Ohio
$2.96M +$275K +1,005 +11%
CWA
911
Consilium Wealth Advisory
Texas
$2.95M -$461K -1,685 -15%
TCOV
912
Trust Company of Vermont
Vermont
$2.95M -$125K -456 -4%
RBFC
913
Roman Butler Fullerton & Co
Missouri
$2.95M +$9.57K +35 +0.4%
WAAG
914
Wealth Alliance Advisory Group
Kansas
$2.93M -$187K -684 -7%
HIP
915
HUB Investment Partners
Texas
$2.92M +$182K +665 +7%
WC
916
Wynn Capital
Georgia
$2.9M – – –
BIM
917
Bridges Investment Management
Nebraska
$2.89M +$17.5K +64 +0.7%
BRWA
918
B. Riley Wealth Advisors
Florida
$2.89M -$183K -671 -7%
CI
919
CX Institutional
Indiana
$2.88M +$343K +1,255 +15%
MCA
920
Millennium Capital Advisors
Arkansas
$2.88M -$107K -390 -4%
OE
921
October Effect
Virginia
$2.88M +$1.13M +4,138 +76%
FWTB
922
First Western Trust Bank
Colorado
$2.87M -$447K -1,634 -15%
IB
923
Intrust Bank
Kansas
$2.86M +$85.8K +314 +3%
SWM
924
Spire Wealth Management
Virginia
$2.86M +$341K +1,249 +15%
CCC
925
Chelsea Counsel Company
California
$2.84M – – –
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