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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1051
Altman Advisors
Illinois
$2.84M +$1.6K +8 +0.1%
RMSCM
1052
R.M. Sincerbeaux Capital Management
New York
$2.84M -$99.7K -500 -4%
MAFM
1053
Mid Atlantic Financial Management
Pennsylvania
$2.83M -$81.8K -410 -3%
WOC
1054
West Oak Capital
California
$2.82M +$7.98K +40 +0.3%
TVWM
1055
Tower View Wealth Management
Wisconsin
$2.82M +$40.1K +201 +2%
KL
1056
KWMG LLC
Kansas
$2.82M +$65K +326 +2%
ECG
1057
Edge Capital Group
Georgia
$2.81M +$276K +1,382 +11%
AC
1058
Arjuna Capital
North Carolina
$2.79M +$550K +2,755 +26%
WCA
1059
Westover Capital Advisors
Delaware
$2.78M -$207K -1,038 -7%
VSWA
1060
Vontobel Swiss Wealth Advisors
Switzerland
$2.78M +$2.36M +11,844 +774%
CFMC
1061
Curbstone Financial Management Corp
New Hampshire
$2.78M -$67.4K -338 -2%
NME
1062
Notis-McConarty Edward
$2.77M +$35.3K +177 +1%
S
1063
Seeyond
France
$2.77M -$47.7K -239 -2%
JWM
1064
JGP Wealth Management
Oregon
$2.77M -$43.9K -220 -2%
HW
1065
Hedeker Wealth
Illinois
$2.76M +$32.7K +164 +1%
CBN
1066
Cadence Bank NA
Texas
$2.76M +$114K +571 +4%
CS
1067
Comerica Securities
Michigan
$2.76M +$91.6K +459 +4%
WKWM
1068
Walter & Keenan Wealth Management
Indiana
$2.75M +$19.9K +100 +0.8%
RFA
1069
Reilly Financial Advisors
California
$2.74M +$96.3K +483 +4%
CI
1070
CX Institutional
Indiana
$2.73M -$1.58M -7,936 -38%
PWSG
1071
Pacific Wealth Strategies Group
California
$2.73M +$33.1K +166 +1%
HI
1072
Human Investing
Oregon
$2.72M -$157K -786 -6%
BPCE
1073
Bank Pictet & Cie (Europe)
Germany
$2.72M -$1M -5,036 -28%
YWP
1074
YorkBridge Wealth Partners
New York
$2.72M -$598 -3 -0%
HAM
1075
Hammer Asset Management
California
$2.72M -$36.9K -185 -1%
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43
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