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Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1776
Glassman Wealth Services
Virginia
$152K +$87.7K +1,183 +101%
CWM
1777
Confluence Wealth Management
Oregon
$151K -$6.15K -83 -3%
AWCI
1778
Alpine Woods Capital Investors
New York
$151K – – –
BP
1779
Broadleaf Partners
Ohio
$151K – – –
EWA
1780
Exencial Wealth Advisors
Oklahoma
$150K -$43.4K -586 -20%
IWA
1781
Intercontinental Wealth Advisors
Texas
$150K +$7.33K +99 +4%
SFG
1782
Sather Financial Group
Texas
$149K +$171K +2,313 New
CTI
1783
Community Trust & Investment
Kentucky
$148K -$303K -4,093 -64%
SLF
1784
Sun Life Financial
Ontario, Canada
$147K -$1.03M -13,869 -97%
FUBT
1785
First United Bank & Trust
Maryland
$147K -$10.4K -141 -6%
CPC
1786
Congress Park Capital
New York
$146K -$766K -10,339 -82%
DPI
1787
Diversified Portfolios Inc
Michigan
$146K -$32.2K -434 -16%
PP
1788
PDS Planning
Ohio
$146K -$29.6K -400 -15%
HCM
1789
Hodges Capital Management
Texas
$144K -$361K -4,874 -69%
CC
1790
Cornerstone Capital
California
$144K -$53.3K -719 -24%
XSC
1791
X-Square Capital
Puerto Rico
$144K +$296 +4 +0.2%
SCM
1792
Silvant Capital Management
Georgia
$144K +$163K +2,204 New
WHG
1793
Westwood Holdings Group
Texas
$143K -$593 -8 -0.4%
NPF
1794
Norris Perne & French
Michigan
$143K +$3.11K +42 +2%
FIM
1795
Foresters Investment Management
New York
$142K -$18.8M -253,296 -99%
WMC
1796
Westwood Management Corporation
Illinois
$142K – – –
SGA
1797
Strategic Global Advisors
California
$141K – – –
AWM
1798
Avior Wealth Management
Nebraska
$141K +$12.7K +172 +9%
CIC
1799
Cornercap Investment Counsel
Georgia
$140K -$2.3K -31 -1%
CCM
1800
Carlson Capital Management
Minnesota
$139K -$30.7K -414 -16%
70 71
72
73 74