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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1251
Heritage Wealth Advisors
Virginia
$578K -$157K -985 -21%
MWP
1252
Moller Wealth Partners
$578K -$147K -919 -20%
SFC
1253
Sprinkle Financial Consultants
Colorado
$578K -$147K -919 -20%
EWM
1254
Empirical Wealth Management
Washington
$577K +$17.2K +108 +3%
TSW
1255
Thompson Siegel & Walmsley
Virginia
$577K -$161K -1,008 -22%
OTPPB
1256
Ontario Teachers' Pension Plan Board
Ontario, Canada
$575K -$146K -915 -20%
WPC
1257
Waters Parkerson & Co
Louisiana
$575K -$197K -1,236 -25%
BFA
1258
Beaumont Financial Advisors
Massachusetts
$574K +$11.3K +71 +2%
CIC
1259
Carnegie Investment Counsel
Ohio
$574K -$200K -1,255 -26%
CCM
1260
Crew Capital Management
Ohio
$573K -$154K -963 -21%
GWM
1261
Geneos Wealth Management
Colorado
$571K -$94.4K -591 -14%
WP
1262
Westmount Partners
California
$569K -$137K -861 -19%
BHWM
1263
Bar Harbor Wealth Management
New Hampshire
$567K -$144K -902 -20%
VCAM
1264
Van Cleef Asset Management
Ohio
$561K -$180K -1,128 -24%
DI
1265
Diligent Investors
California
$561K -$152K -949 -21%
SEC
1266
Seven Eight Capital
New York
$560K +$563K +3,524 New
JAG
1267
Journey Advisory Group
Kentucky
$560K -$142K -891 -20%
BWP
1268
Balboa Wealth Partners
Arizona
$559K -$20.3K -127 -3%
RCA
1269
Resonant Capital Advisors
Wisconsin
$558K -$117K -732 -17%
OAM
1270
Oppenheimer Asset Management
New York
$556K +$559K +3,500 New
EM
1271
Excalibur Management
Massachusetts
$556K -$156K -977 -22%
NHC
1272
Nicholas Hoffman & Company
Georgia
$555K +$61.6K +386 +12%
RIA
1273
Regal Investment Advisors
Michigan
$554K -$141K -882 -20%
CWA
1274
Continuum Wealth Advisors
New York
$551K -$165K -1,032 -23%
FWSM
1275
First Wilshire Securities Management
California
$551K -$140K -876 -20%
49 50
51
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