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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1926
Alaska Wealth Advisors
Alaska
$435K – – –
AI
1927
ArchPoint Investors
Florida
$434K – – –
JLBC
1928
J.L. Bainbridge & Co
Florida
$433K -$67.3K -1,357 -13%
RWM
1929
RKL Wealth Management
Pennsylvania
$433K -$19.5K -394 -4%
KF
1930
Krilogy Financial
Missouri
$433K -$14.7K -296 -3%
CPC
1931
Congress Park Capital
New York
$431K -$541K -10,905 -57%
TAM
1932
Trillium Asset Management
Massachusetts
$431K -$3.97K -80 -0.9%
AF
1933
AMG Funds
Connecticut
$430K -$38.6K -779 -8%
B
1934
Bridgeworth
Alabama
$429K +$15.4K +310 +4%
CCM
1935
Crossvault Capital Management
Texas
$426K -$16.2K -326 -4%
FAT
1936
First American Trust
California
$425K -$11.8K -237 -3%
NAS
1937
Nicolet Advisory Services
Wisconsin
$425K +$3.97K +80 +0.9%
LCS
1938
Levin Capital Strategies
New York
$423K -$94K -1,895 -18%
SGK
1939
Steigerwald Gordon & Koch
Virginia
$423K -$9.82K -198 -2%
GD
1940
Grandfield & Dodd
New York
$422K – – –
FA
1941
FCG Advisors
New Jersey
$421K +$298 +6 +0.1%
AWA
1942
Acorn Wealth Advisors
Michigan
$420K -$12.2K -246 -3%
KLWA
1943
Kelly Lawrence W & Associates
California
$419K – – –
CF
1944
Corrigan Financial
Rhode Island
$416K -$120K -2,410 -22%
PFC
1945
Phocas Financial Corp
California
$414K -$343K -6,914 -44%
FA
1946
Financial Advisors
Massachusetts
$414K -$36K -727 -8%
PWS
1947
Paragon Wealth Strategies
Florida
$414K +$160K +3,227 +60%
VWA
1948
VERITY Wealth Advisors
United States
$411K -$2.53K -51 -0.6%
GCP
1949
GSA Capital Partners
United Kingdom
$410K +$56.2K +1,134 +15%
PG
1950
Proffitt & Goodson
Tennessee
$409K -$20.2K -407 -5%
76 77
78
79 80