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Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
1926
Thompson Siegel & Walmsley
Virginia
$856K -$3.25K -12 -0.4%
RCA
1927
Ranch Capital Advisors
Florida
$855K -$155K -574 -16%
CFD
1928
Creative Financial Designs
Indiana
$847K +$3.52K +13 +0.4%
OAM
1929
Optimal Asset Management
California
$847K +$406K +1,500 +97%
SBWM
1930
Sunflower Bank Wealth Management
Arizona
$846K -$215K -795 -21%
EA
1931
Emerald Advisers
Pennsylvania
$843K – – –
GWS
1932
Glassman Wealth Services
Virginia
$842K -$9.75K -36 -1%
FWM
1933
Fairhaven Wealth Management
Illinois
$842K – – –
WC
1934
Westhampton Capital
North Carolina
$841K – – –
KFA
1935
Kays Financial Advisory
Georgia
$840K -$99.7K -368 -11%
LC
1936
LCNB Corp
Ohio
$840K -$33.6K -124 -4%
RPG
1937
Resource Planning Group
Georgia
$837K +$22.5K +83 +3%
CA
1938
Cornerstone Advisory
Maryland
$836K +$1.35K +5 +0.2%
IRAG
1939
Investment Research & Advisory Group
Georgia
$835K – – –
PRWA
1940
Platte River Wealth Advisors
Colorado
$833K -$66.4K -245 -8%
FNC
1941
First National Corp
Massachusetts
$833K +$12.5K +46 +2%
BBA
1942
Braun-Bostich & Associates
Pennsylvania
$832K -$247K -911 -23%
WI
1943
WrapManager Inc
California
$831K -$124K -456 -13%
AWM
1944
Aprio Wealth Management
Georgia
$828K -$60.9K -225 -7%
PFO
1945
Pathstone Family Office
New Jersey
$827K – – –
FBB
1946
Fulton Breakefield Broenniman
Maryland
$827K +$4.33K +16 +0.5%
TCPWM
1947
Traverso Chambers Private Wealth Management
California
$826K – – –
XF
1948
XML Financial
Maryland
$821K +$334K +1,232 +72%
PHAM
1949
Palisades Hudson Asset Management
Florida
$815K – – –
CP
1950
Camelot Portfolios
Ohio
$810K +$193K +714 +32%
76 77
78
79 80