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Name Holding Trade Value Shares
Change 		Change in
Stake
GWCM
1901
Godshalk Welsh Capital Management
Pennsylvania
$781K +$4.49K +75 +0.6%
EGA
1902
E&G Advisors
Texas
$780K – – –
WMA
1903
Wealth Management Associates
New Jersey
$779K -$36.8K -616 -5%
MIM
1904
Miller Investment Management
Pennsylvania
$778K – – –
AAM
1905
Autus Asset Management
Arizona
$777K +$112K +1,872 +17%
KCPG
1906
Kavar Capital Partners Group
Kansas
$776K -$8.91K -149 -1%
AIIMS
1907
Analyst IMS Investment Management Services
Israel
$775K – – –
SIC
1908
Sigma Investment Counselors
Michigan
$773K +$40.8K +683 +6%
PFGIA
1909
Patriot Financial Group Insurance Agency
Massachusetts
$772K +$6.52K +109 +0.9%
CPSAC
1910
Chas P. Smith & Associates (CPS)
Florida
$771K -$56.9K -951 -7%
BLAM
1911
Bourne Lent Asset Management
New York
$771K – – –
SOAMC
1912
Spirit of America Management Corp
New York
$771K +$2.99K +50 +0.4%
WIP
1913
Wellesley Investment Partners
Massachusetts
$770K +$277K +4,633 +56%
RTS
1914
Round Table Services
New Jersey
$769K +$12K +201 +2%
VST
1915
Van Strum & Towne
California
$764K – – –
WQ
1916
Wealth Quarterback
New Jersey
$761K +$6.22K +104 +0.8%
B
1917
Brightworth
Georgia
$756K +$55.4K +927 +8%
AIA
1918
AIMZ Investment Advisors
California
$754K -$6.76K -113 -0.9%
CRC
1919
Curi RMB Capital
Illinois
$753K +$12.3K +205 +2%
VCM
1920
Vivaldi Capital Management
Illinois
$751K +$384K +6,414 +72%
OWA
1921
Outlook Wealth Advisors
Texas
$750K -$22.2K -371 -3%
AIFAIM
1922
American Institute for Advanced Investment Management
Arizona
$749K – – –
LFM
1923
Lumina Fund Management
New York
$748K – – –
RPWA
1924
Regent Peak Wealth Advisors
Georgia
$747K +$44.2K +739 +6%
PAM
1925
Peak Asset Management
Colorado
$745K -$4.66K -78 -0.6%
75 76
77
78 79