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Name Holding Trade Value Shares
Change 		Change in
Stake
THWM
1701
Taylor Hoffman Wealth Management
Virginia
$787K +$60.5K +1,230 +9%
TI
1702
Truepoint Inc
Ohio
$777K +$11.3K +229 +2%
AIC
1703
Ameritas Investment Company
Nebraska
$777K +$244K +4,971 +50%
BBA
1704
Braun-Bostich & Associates
Pennsylvania
$775K +$80.2K +1,631 +12%
JAFL
1705
Jay A. Fishman Ltd
Michigan
$774K – – –
GBT
1706
Grove Bank & Trust
Florida
$774K +$9.79K +199 +1%
LFM
1707
Lumina Fund Management
New York
$773K – – –
RVPG
1708
Relative Value Partners Group
$773K – – –
IF
1709
IRON Financial
Illinois
$773K +$1.23K +25 +0.2%
HF
1710
HRT Financial
New York
$771K -$3.35M -68,115 -82%
VCP
1711
Vista Capital Partners
Oregon
$765K -$40K -813 -5%
PPP
1712
Private Portfolio Partners
New Jersey
$763K -$109K -2,220 -13%
EHWM
1713
Eads & Heald Wealth Management
Georgia
$763K +$32.8K +668 +5%
NHC
1714
Nicholas Hoffman & Company
Georgia
$761K +$49 +1 +0%
CRWM
1715
Castle Rock Wealth Management
California
$760K +$78.8K +1,602 +14%
QI
1716
Qtron Investments
Massachusetts
$752K -$56.8K -1,155 -7%
ZB
1717
Zions Bancorporation
Utah
$750K -$31.7K -645 -4%
AAM
1718
Aureus Asset Management
Massachusetts
$746K -$28.5K -580 -4%
SIA
1719
Starfire Investment Advisers
Michigan
$744K +$33.4K +680 +5%
LC
1720
Lindbrook Capital
California
$734K +$9.49K +193 +1%
DAC
1721
Dividend Assets Capital
South Carolina
$733K -$14.8K -300 -2%
CA
1722
Claro Advisors
Massachusetts
$729K +$8.56K +174 +1%
WC
1723
Weil Company
California
$728K -$14.5K -295 -2%
SWRP
1724
Summit Wealth & Retirement Planning
California
$728K -$492 -10 -0.1%
TMAM
1725
Tokio Marine Asset Management
Japan
$727K +$91.7K +1,865 +15%
67 68
69
70 71