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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1476
Cornerstone Advisory
Maryland
$518K +$263K +1,713 +118%
BCM
1477
Baltimore Capital Management
Maryland
$516K -$170K -1,110 -26%
JGC
1478
J. Goldman & Co
New York
$515K -$544K -3,550 -53%
KLI
1479
Kelman-Lazarov Inc
Tennessee
$515K -$10.7K -70 -2%
PAM
1480
PVG Asset Management
Colorado
$512K – – –
SWA
1481
SFMG Wealth Advisors
Texas
$510K +$11.8K +77 +3%
BB
1482
Bell Bank
North Dakota
$509K -$25K -163 -5%
PG
1483
Patten Group
Tennessee
$506K +$50K +326 +12%
AZA
1484
Arthur Zaske & Associates
Michigan
$505K – – –
MAS
1485
Managed Account Services
Florida
$500K – – –
PCM
1486
Prelude Capital Management
New York
$496K -$1.62M -10,585 -78%
EFSCE
1487
Enterprise Financial Services Corp (EFSC)
Missouri
$496K -$3.68K -24 -0.8%
CC
1488
Cognios Capital
Kansas
$496K +$144K +936 +45%
TCB
1489
Texas Capital Bancshares
Texas
$491K +$307 +2 +0.1%
LAIC
1490
Lederer & Associates Investment Counsel
California
$490K +$11.5K +75 +3%
HL
1491
HeadInvest LLC
Maine
$488K +$9.66K +63 +2%
AWMG
1492
Alliance Wealth Management Group
New Jersey
$486K +$228K +1,486 +100%
HJA
1493
Hugh Johnson Advisors
New York
$486K +$456K +2,974 New
RGC
1494
Roberts, Glore & Co
Illinois
$482K +$19.2K +125 +4%
MWM
1495
Modera Wealth Management
New Jersey
$479K +$460 +3 +0.1%
WPW
1496
Waldron Private Wealth
Pennsylvania
$476K – – –
WIC
1497
Woodmont Investment Counsel
Tennessee
$475K -$41.4K -270 -8%
BMC
1498
Benin Management Corp
Connecticut
$473K – – –
TFF
1499
The Family Firm
Maryland
$473K +$8.13K +53 +2%
AAM
1500
Autus Asset Management
Arizona
$469K +$102K +668 +30%
58 59
60
61 62