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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1301
Concentric Wealth Management
California
$1.52M +$100K +545 +7%
MWA
1302
Meridian Wealth Advisors
Texas
$1.51M +$24.6K +134 +2%
OIM
1303
Orca Investment Management
Oregon
$1.51M +$26.6K +145 +2%
MHS
1304
M Holdings Securities
Oregon
$1.51M +$156K +852 +12%
TPWA
1305
TRUE Private Wealth Advisors
Oregon
$1.51M -$796K -4,338 -36%
LC
1306
Lavaca Capital
Texas
$1.5M – – –
AIM
1307
Acropolis Investment Management
Missouri
$1.5M -$14.7K -80 -1%
EWM
1308
Empirical Wealth Management
Washington
$1.5M +$167K +912 +13%
CCT
1309
Country Club Trust
Missouri
$1.5M +$220K +1,197 +18%
CWM
1310
Confluence Wealth Management
Oregon
$1.5M -$367 -2 -0%
TNB
1311
Thomasville National Bank
Georgia
$1.49M -$7.7K -42 -0.5%
OAM
1312
Oak Asset Management
California
$1.49M +$728K +3,968 +104%
CFA
1313
Cahill Financial Advisors
Minnesota
$1.49M -$17.4K -95 -1%
HWA
1314
HCR Wealth Advisors
California
$1.49M +$176K +959 +12%
PCP
1315
Proficio Capital Partners
Massachusetts
$1.48M +$15.4K +84 +1%
CT
1316
Coastline Trust
Rhode Island
$1.48M – – –
OCM
1317
Orser Capital Management
Texas
$1.48M -$8.44K -46 -0.6%
WBC
1318
West Branch Capital
Massachusetts
$1.47M -$109K -596 -7%
BCM
1319
Breiter Capital Management
Florida
$1.47M -$163K -890 -10%
H
1320
HoyleCohen
California
$1.47M +$111K +604 +9%
ACM
1321
Allred Capital Management
Texas
$1.46M +$114K +623 +9%
NAM
1322
North American Management
Massachusetts
$1.46M -$25.7K -140 -2%
SIG
1323
Sargent Investment Group
Maryland
$1.46M – – –
RA
1324
RFG Advisory
Alabama
$1.46M -$384K -2,095 -22%
ICM
1325
IMS Capital Management
Oregon
$1.46M +$1.47K +8 +0.1%
51 52
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