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Name Holding Trade Value Shares
Change 		Change in
Stake
IEFM
1001
IQ EQ Fund Management
Ireland
$5.04M -$89.8K -293 -2%
MPIM
1002
McGinn Penninger Investment Management
Virginia
$5.01M -$532K -1,736 -9%
JWCA
1003
J.W. Cole Advisors
Florida
$5M -$78.5K -256 -1%
EFS
1004
Essex Financial Services
Connecticut
$5M -$8.28K -27 -0.2%
AMIM
1005
Aull & Monroe Investment Management
Alabama
$4.98M -$286K -934 -5%
BP
1006
Ballentine Partners
Massachusetts
$4.97M +$213K +696 +4%
GI
1007
GS Investments
Minnesota
$4.97M -$16.9K -55 -0.3%
S
1008
SimplyRich
California
$4.96M – – –
SFA
1009
Souders Financial Advisors
Ohio
$4.94M -$29.4K -96 -0.6%
AWM
1010
Affinity Wealth Management
Delaware
$4.88M +$74.8K +244 +1%
SHA
1011
Seneca House Advisors
Virginia
$4.88M -$235K -767 -4%
RCM
1012
Ravenstone Capital Management
$4.87M -$76.6K -250 -1%
GCM
1013
Gables Capital Management
Florida
$4.86M +$16.9K +55 +0.3%
HSA
1014
HBK Sorce Advisory
Pennsylvania
$4.86M -$7.05M -22,995 -58%
TVWM
1015
Tower View Wealth Management
Wisconsin
$4.86M +$12.6K +41 +0.2%
VCA
1016
Verdence Capital Advisors
Maryland
$4.85M -$66.2K -216 -1%
JWBC
1017
J.W. Burns & Co
New York
$4.85M +$25.4K +83 +0.5%
OAM
1018
Ostrum Asset Management
France
$4.85M +$5.03M +16,422 New
SAM
1019
Strategy Asset Managers
California
$4.85M +$409K +1,335 +9%
AWM
1020
Avior Wealth Management
Nebraska
$4.84M +$299K +976 +6%
WIA
1021
Westbourne Investment Advisors
Maryland
$4.8M -$59.2K -193 -1%
CBTWT
1022
Community Bank & Trust (Waco, Texas)
Texas
$4.79M -$130K -425 -3%
VWM
1023
Valley Wealth Managers
New Jersey
$4.79M +$446K +1,456 +10%
SCP
1024
Sandhill Capital Partners
New York
$4.78M -$25.8K -84 -0.5%
MMHP
1025
Murphy Middleton Hinkle & Parker
Georgia
$4.78M -$26.7K -87 -0.5%
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