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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1001
Reilly Financial Advisors
California
$3.35M +$282K +4,813 +9%
NAMM
1002
NorthStar Asset Management (Massachusetts)
Massachusetts
$3.34M -$424K -7,228 -11%
TC
1003
Telemus Capital
Michigan
$3.34M -$20.8K -355 -0.6%
AW
1004
ACG Wealth
Georgia
$3.34M +$225K +3,831 +7%
MWM
1005
Mission Wealth Management
California
$3.3M +$156K +2,661 +5%
AWM
1006
Altium Wealth Management
New York
$3.3M -$43.7K -745 -1%
CBN
1007
Cadence Bank NA
Texas
$3.3M -$93.9K -1,600 -3%
PCM
1008
Princeton Capital Management
New Jersey
$3.3M +$6.69K +114 +0.2%
NIG
1009
NFJ Investment Group
Texas
$3.3M -$6.74M -114,811 -66%
MAM
1010
Majedie Asset Management
United Kingdom
$3.3M -$4.59M -78,263 -57%
WPW
1011
Waldron Private Wealth
Pennsylvania
$3.29M +$755K +12,869 +28%
FLI
1012
Family Legacy Inc
South Carolina
$3.29M -$78.4K -1,335 -2%
IBOK
1013
Independence Bank of Kentucky
Kentucky
$3.29M -$19.7K -335 -0.6%
RIM
1014
Redwood Investment Management
Arizona
$3.27M +$478K +8,150 +16%
SFS
1015
Strategic Financial Services
New York
$3.26M -$53.8K -917 -2%
RDWM
1016
Red Door Wealth Management
Tennessee
$3.23M +$275K +4,690 +9%
ET
1017
Equitable Trust
Tennessee
$3.22M -$2.78M -47,438 -45%
THWM
1018
Taylor Hoffman Wealth Management
Virginia
$3.22M +$117K +1,988 +4%
HIM
1019
Harbour Investment Management
Washington
$3.19M -$91.6K -1,560 -3%
CCG
1020
Cypress Capital Group
Florida
$3.19M -$6.93K -118 -0.2%
JWCA
1021
J.W. Coons Advisors
Ohio
$3.19M -$273K -4,652 -8%
MAFM
1022
Mid Atlantic Financial Management
Pennsylvania
$3.18M +$62.1K +1,058 +2%
DHFB
1023
Dixon Hubard Feinour & Brown
Virginia
$3.18M -$79.5K -1,355 -2%
IFG
1024
Independent Financial Group
California
$3.17M +$194K +3,299 +6%
OPS
1025
Orion Portfolio Solutions
Nebraska
$3.16M +$494K +8,420 +18%
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