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Name Holding Trade Value Shares
Change 		Change in
Stake
KFBMI
1251
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.61M – – –
ZCI
1252
Zevenbergen Capital Investments
Washington
$3.61M +$29.6K +90 +0.8%
ECM
1253
Evergreen Capital Management
Washington
$3.6M +$1.19M +3,639 +50%
BWG
1254
Beta Wealth Group
California
$3.6M +$28.2K +86 +0.8%
HWM
1255
Hohimer Wealth Management
Washington
$3.6M -$144K -440 -4%
CSPIA
1256
Cary Street Partners Investment Advisory
Virginia
$3.59M +$169K +515 +5%
ACM
1257
Aljian Capital Management
Nevada
$3.58M +$237K +723 +7%
NWM
1258
Nicola Wealth Management
British Columbia, Canada
$3.57M – – –
IMOV
1259
Investment Management of Virginia
Virginia
$3.57M +$86K +262 +2%
OCM
1260
Orser Capital Management
Texas
$3.56M +$32.8K +100 +0.9%
SHA
1261
Seneca House Advisors
Virginia
$3.56M +$15.1K +46 +0.4%
SMFG
1262
Sumitomo Mitsui Financial Group
Japan
$3.56M +$701K +2,134 +25%
CAL
1263
Capital Analysts LLC
Pennsylvania
$3.55M +$96.5K +294 +3%
WKWM
1264
Walter & Keenan Wealth Management
Indiana
$3.55M -$100K -305 -3%
QCG
1265
Quadrant Capital Group
Ohio
$3.54M +$370K +1,126 +12%
HHAA
1266
Henry H. Armstrong Associates
Pennsylvania
$3.53M +$25K +76 +0.7%
SFA
1267
Sequoia Financial Advisors
Ohio
$3.52M -$5.48M -16,680 -61%
SFP
1268
Shepherd Financial Partners
Massachusetts
$3.51M +$26.3K +80 +0.8%
RCM
1269
Regency Capital Management
Hawaii
$3.51M +$362K +1,102 +11%
SOAMC
1270
Spirit of America Management Corp
New York
$3.51M -$230K -700 -6%
SSG
1271
Summit Securities Group
New York
$3.5M -$2.14M -6,506 -38%
WAG
1272
Winthrop Advisory Group
Massachusetts
$3.49M -$20.4K -62 -0.6%
AFM
1273
Abbot Financial Management
Massachusetts
$3.48M – – –
RBFC
1274
Roman Butler Fullerton & Co
Missouri
$3.48M +$985 +3 +0%
AF
1275
Advisornet Financial
Minnesota
$3.48M +$101K +309 +3%
49 50
51
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