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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2101
Bayesian Capital Management
New York
$450K +$467K +2,060 New
ANB
2102
Amarillo National Bank
Texas
$449K – – –
PA
2103
Perennial Advisors
New York
$448K +$32.8K +145 +8%
FIB
2104
First Interstate Bank
Montana
$447K -$4.53K -20 -1%
PP
2105
PDS Planning
Ohio
$446K +$77.7K +343 +20%
22CM
2106
20/20 Capital Management
California
$444K +$421K +1,860 New
HPC
2107
Hobart Private Capital
North Carolina
$443K +$60.7K +268 +15%
OFW
2108
Omnia Family Wealth
Florida
$441K +$226 +1 +0%
TC
2109
Truvestments Capital
Florida
$440K +$46K +203 +11%
HHGA
2110
Halbert Hargrove Global Advisors
California
$439K -$11.6K -51 -2%
VR
2111
Viridian RIA
Washington
$437K – – –
WA
2112
WealthTrust Axiom
Pennsylvania
$436K – – –
AA
2113
Argent Advisors
Louisiana
$432K +$443K +1,954 New
AFAS
2114
Acorn Financial Advisory Services
Virginia
$432K +$448K +1,977 New
SSWM
2115
Smith Salley Wealth Management
North Carolina
$431K +$58.4K +258 +15%
OMC
2116
Overbrook Management Corp
New York
$431K +$67.9K +300 +18%
SPP
2117
Single Point Partners
Massachusetts
$431K +$447K +1,974 New
MAM
2118
Marquette Asset Management
Minnesota
$430K – – –
TF
2119
Trek Financial
Arizona
$426K -$4.76K -21 -1%
EA
2120
Emerald Advisers
Pennsylvania
$426K – – –
BWA
2121
Beam Wealth Advisors
Louisiana
$426K +$441K +1,949 New
CCM
2122
Compass Capital Management
Minnesota
$425K – – –
MIS
2123
Morningstar Investment Services
Illinois
$424K +$7.47K +33 +2%
ECAM
2124
East Coast Asset Management
Massachusetts
$422K -$5.89K -26 -1%
DFA
2125
Delta Financial Advisors
Louisiana
$419K -$28.1K -124 -6%
83 84
85
86 87