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Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1801
Robertson Stephens Wealth Management
California
$637K +$600K +2,744 New
CTI
1802
Community Trust & Investment
Kentucky
$635K +$9.4K +43 +2%
TFF
1803
The Family Firm
Maryland
$632K -$14.9K -68 -2%
ITIM
1804
Indiana Trust & Investment Management
Indiana
$631K -$60.1K -275 -9%
AIA
1805
Allied Investment Advisors
Montana
$630K -$24K -110 -4%
FUBT
1806
First United Bank & Trust
Maryland
$630K – – –
CAM
1807
Claret Asset Management
Quebec, Canada
$628K +$2.62K +12 +0.4%
WCM
1808
Windsor Capital Management
Arizona
$627K -$21.9K -100 -4%
AC
1809
Avestar Capital
New York
$624K +$256K +1,172 +77%
SQA
1810
Simon Quick Advisors
New Jersey
$623K +$57.5K +263 +11%
TCB
1811
Texas Capital Bancshares
Texas
$622K -$328K -1,500 -36%
MWM
1812
MorganRosel Wealth Management
Colorado
$622K +$42.4K +194 +8%
FI
1813
Fosun International
China
$621K – – –
EMB
1814
Elefante Mark B
$621K +$11.8K +54 +2%
PLFAM
1815
Pineno Levin & Ford Asset Management
Virginia
$620K – – –
RTC
1816
Riverview Trust Company
Washington
$620K – – –
AFP
1817
Ausdal Financial Partners
Iowa
$618K -$24K -110 -4%
FMTCOCP
1818
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$615K +$16.6K +76 +3%
AA
1819
Apriem Advisors
California
$613K -$132K -604 -19%
MAS
1820
Managed Account Services
Florida
$612K – – –
HCM
1821
Horan Capital Management
Maryland
$612K +$112K +514 +24%
LFG
1822
Larson Financial Group
Missouri
$612K +$463K +2,119 +409%
DDC
1823
DF Dent & Co
Maryland
$611K -$10.9K -50 -2%
MCA
1824
Mercer Capital Advisers
New Jersey
$610K -$21.9K -100 -4%
PFA
1825
Pathway Financial Advisors
Vermont
$610K -$2.84K -13 -0.5%
71 72
73
74 75