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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1326
SlateStone Wealth
Florida
$3.19M +$571K +1,794 +22%
SACTSONJ
1327
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.19M -$318K -1,000 -9%
GWM
1328
GSB Wealth Management
Connecticut
$3.18M +$32.1K +101 +1%
CCC
1329
Crescent Capital Consulting
Louisiana
$3.18M -$6.04K -19 -0.2%
CS
1330
Capital Square
Tennessee
$3.17M -$2.54K -8 -0.1%
FIS
1331
Fundsmith Investment Services
Mauritius
$3.16M +$3.15M +9,918 New
FPCG
1332
Fort Pitt Capital Group
Pennsylvania
$3.15M +$144K +454 +5%
GIA
1333
Gladstone Institutional Advisory
Florida
$3.15M +$1.61M +5,058 +105%
CWM
1334
Concentric Wealth Management
California
$3.14M +$41.7K +131 +1%
ZB
1335
Zions Bancorporation
Utah
$3.14M +$336K +1,057 +12%
RDWM
1336
Red Door Wealth Management
Tennessee
$3.13M +$349K +1,097 +13%
RC
1337
Roundview Capital
New Jersey
$3.13M +$243K +765 +8%
RBFC
1338
Roman Butler Fullerton & Co
Missouri
$3.13M +$34.4K +108 +1%
BMC
1339
Beaton Management Company
Massachusetts
$3.12M – – –
CWM
1340
Centric Wealth Management
Illinois
$3.11M +$41K +129 +1%
DWM
1341
Darwin Wealth Management
Florida
$3.11M -$236K -743 -7%
CCM
1342
Compton Capital Management
Rhode Island
$3.11M -$66.8K -210 -2%
JWM
1343
JGP Wealth Management
Oregon
$3.11M -$1.03M -3,248 -25%
TAM
1344
Trust Asset Management
Texas
$3.11M +$341K +1,071 +12%
CIP
1345
Capital Insight Partners
Arizona
$3.11M +$57.9K +182 +2%
FBA
1346
Front Barnett Associates
Illinois
$3.09M – – –
MCM
1347
Monument Capital Management
Virginia
$3.09M +$139K +438 +5%
MIM
1348
Moseley Investment Management
Florida
$3.08M -$102K -320 -3%
RCAG
1349
Rehmann Capital Advisory Group
Michigan
$3.08M -$223K -702 -7%
APP
1350
Avantax Planning Partners
Iowa
$3.08M -$1.31M -4,114 -30%
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