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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
976
Court Place Advisors
Maryland
$7.7M – – –
APSI
977
Asset Planning Services Inc
Louisiana
$7.66M +$98.1K +269 +1%
MWA
978
Meridian Wealth Advisors
Texas
$7.66M +$218K +597 +3%
HCA
979
Harbour Capital Advisors
Virginia
$7.65M -$954K -2,616 -12%
NHC
980
Nicholas Hoffman & Company
Georgia
$7.59M -$236K -646 -3%
WWM
981
Western Wealth Management
Colorado
$7.59M +$2.67M +7,315 +64%
ZAM
982
Zevin Asset Management
Massachusetts
$7.58M +$89K +244 +1%
VCA
983
Verdence Capital Advisors
Maryland
$7.56M -$74.8K -205 -1%
CIP
984
Chartwell Investment Partners
Pennsylvania
$7.55M -$103K -283 -1%
PJSIMP
985
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.55M -$114K -313 -2%
MFG
986
Monte Financial Group
Connecticut
$7.53M +$83.2K +228 +1%
PTC
987
Private Trust Company
Ohio
$7.53M -$44.9K -123 -0.7%
TPCW
988
TD Private Client Wealth
New York
$7.52M +$784K +2,150 +13%
BA
989
Bristlecone Advisors
Washington
$7.51M +$82.1K +225 +1%
YC
990
Yarbrough Capital
Tennessee
$7.51M – – –
NAS
991
Nicolet Advisory Services
Wisconsin
$7.51M +$291K +799 +5%
FM
992
Family Management
New York
$7.5M -$1.07M -2,930 -14%
PAMG
993
Patton Albertson Miller Group
Tennessee
$7.46M -$17.1K -47 -0.3%
JC
994
JBF Capital
Colorado
$7.46M – – –
ECU
995
Eisler Capital (US)
New York
$7.45M +$3.71M +10,163 +124%
STA
996
Summit Trail Advisors
New York
$7.44M +$338K +926 +5%
PCG
997
PFC Capital Group
California
$7.41M +$91.2K +250 +1%
CRI
998
Commonwealth Retirement Investments
Virginia
$7.4M +$171K +468 +3%
SFO
999
Stokes Family Office
Louisiana
$7.39M -$431K -1,182 -6%
IA
1000
IFG Advisory
Georgia
$7.39M -$15K -41 -0.2%
38 39
40
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