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Name Holding Trade Value Shares
Change 		Change in
Stake
AMIM
901
Aull & Monroe Investment Management
Alabama
$5.98M -$19.2K -70 -0.3%
WIA
902
Wealthstreet Investment Advisors
Texas
$5.97M – – –
CCM
903
Coldstream Capital Management
Washington
$5.97M +$939K +3,416 +18%
TCBWMS
904
Texas Capital Bank Wealth Management Services
Texas
$5.97M +$1.77M +6,423 +40%
CCM
905
Copeland Capital Management
Pennsylvania
$5.96M +$218K +792 +4%
FNB
906
Farmers National Bank
Kentucky
$5.96M +$6.17M +22,446 New
TCA
907
Transcend Capital Advisors
New Jersey
$5.94M +$1.25M +4,540 +25%
APSI
908
Asset Planning Services Inc
Louisiana
$5.93M -$81.6K -297 -1%
SSI
909
Scott & Selber Inc
Texas
$5.93M -$283K -1,028 -4%
AIM
910
Arcadia Investment Management
Michigan
$5.92M -$503K -1,830 -8%
FI
911
FormulaFolio Investments
Michigan
$5.91M +$4.39M +15,965 +254%
VWA
912
V Wealth Advisors
Kansas
$5.88M +$4.22M +15,340 +226%
AWMT
913
AAFMAA Wealth Management & Trust
North Carolina
$5.88M +$6.08M +22,126 New
MJP
914
Michael J. Puzo
$5.88M -$118K -431 -2%
EDRH
915
Edmond de Rothschild Holding
Switzerland
$5.87M -$2M -7,270 -25%
MWM
916
Marietta Wealth Management
Georgia
$5.85M -$217K -790 -3%
ECM
917
Exchange Capital Management
Michigan
$5.84M -$55.8K -203 -0.9%
AG
918
AIA Group
Hong Kong
$5.81M +$5.82M +21,183 New
RIL
919
Rothschild Investment LLC
Illinois
$5.78M +$311K +1,131 +5%
GIA
920
Guyasuta Investment Advisors
Pennsylvania
$5.77M +$55.8K +203 +0.9%
GT
921
Greenleaf Trust
Michigan
$5.77M +$545K +1,982 +10%
CCM
922
Carderock Capital Management
Maryland
$5.76M -$80.8K -294 -1%
DACG
923
Donor Advised Charitable Giving
California
$5.75M +$5.68M +20,678 +2,136%
LWM
924
Laidlaw Wealth Management
New York
$5.74M +$3.91M +14,228 +193%
WF
925
WoodTrust Financial
Wisconsin
$5.73M -$577K -2,098 -9%
35 36
37
38 39