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Name Holding Trade Value Shares
Change 		Change in
Stake
BMA
1051
Brooks Moore & Associates
Tennessee
$599K +$100K +1,082 +23%
IAS
1052
Insigneo Advisory Services
Florida
$598K +$69.5K +750 +15%
RP
1053
Rowlandmiller & Partners
Georgia
$595K – – –
SFFS
1054
Stonehage Fleming Financial Services
Jersey
$593K +$53.8K +581 +11%
DIP
1055
Davis Investment Partners
North Carolina
$591K – – –
ALAM
1056
Asahi Life Asset Management
Japan
$588K +$535K +5,776 New
CS
1057
Cannell & Spears
New York
$588K – – –
VIP
1058
Vista Investment Partners
Oklahoma
$587K +$534K +5,766 New
PCM
1059
Pointe Capital Management
Michigan
$585K -$1.76K -19 -0.3%
PPP
1060
Private Portfolio Partners
New Jersey
$581K -$40.7K -439 -7%
CCWM
1061
Cassaday & Co Wealth Management
Virginia
$581K -$5.74K -62 -1%
TFG
1062
Taylor Financial Group
Virginia
$580K +$528K +5,699 New
NCM
1063
Northside Capital Management
Oregon
$577K – – –
EFG
1064
Everhart Financial Group
Ohio
$576K +$22.7K +245 +5%
CFG
1065
Citizens Financial Group
Rhode Island
$575K +$75.5K +815 +17%
HWA
1066
Heritage Wealth Advisors
Virginia
$574K -$239K -2,579 -31%
SAM
1067
Strategy Asset Managers
California
$574K -$66.1K -713 -11%
BOCM
1068
Bontempo Ohly Capital Management
Maryland
$574K – – –
AAS
1069
Annex Advisory Services
Wisconsin
$572K +$83.3K +899 +19%
AFA
1070
American Financial Advisors
Georgia
$572K +$93 +1 +0%
GM
1071
GeoWealth Management
Illinois
$571K +$519K +5,607 New
FAM
1072
Frontier Asset Management
Wyoming
$571K +$93 +1 +0%
LCM
1073
Logan Capital Management
Pennsylvania
$570K +$90.6K +978 +21%
MIS
1074
Morningstar Investment Services
Illinois
$569K +$260K +2,806 +102%
FA
1075
Fagan Associates
New York
$569K -$1.95K -21 -0.4%
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