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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2051
Meridian Wealth Advisors
Texas
$340K +$340K +7,254 New
BHB
2052
Bank Hapoalim BM
Israel
$338K +$13.3K +283 +4%
BONST
2053
Bank of Nova Scotia Trust
Ontario, Canada
$336K – – –
TL
2054
TrueWealth LLC
Georgia
$336K +$134K +2,867 +67%
VCM
2055
Vigilant Capital Management
Maine
$335K +$47.3K +1,011 +17%
WANY
2056
Wealthspire Advisors (New York)
New York
$335K +$334K +7,138 New
RHJA
2057
Rice Hall James & Associates
California
$333K -$42.1K -900 -11%
SFFS
2058
Stonehage Fleming Financial Services
Jersey
$333K – – –
JAM
2059
Jolley Asset Management
North Carolina
$332K +$7.02K +150 +2%
AA
2060
Apriem Advisors
California
$332K +$9.83K +210 +3%
LFA
2061
Landmark Financial Advisors
Kentucky
$331K – – –
HS
2062
HighVista Strategies
Massachusetts
$329K -$229K -4,900 -41%
BFM
2063
Broadview Financial Management
Wisconsin
$329K +$328K +7,000 New
FEM
2064
Fulcrum Equity Management
Texas
$329K +$328K +7,005 New
SFG
2065
Sather Financial Group
Texas
$328K – – –
ML
2066
McAdam LLC
Pennsylvania
$328K +$4.63K +99 +1%
SSWM
2067
Smith Salley Wealth Management
North Carolina
$328K +$93.6K +2,000 +40%
NCM
2068
Noesis Capital Mangement
Florida
$326K +$27.8K +594 +9%
CCA
2069
Conestoga Capital Advisors
Pennsylvania
$324K -$45.4K -970 -12%
NB
2070
Northwest Bancshares
Pennsylvania
$324K -$4.68K -100 -1%
MLFP
2071
MPS Loria Financial Planners
Illinois
$323K +$1.17K +25 +0.4%
FWM
2072
Fairhaven Wealth Management
Illinois
$323K +$322K +6,878 New
HFA
2073
High Falls Advisors
New York
$321K +$37K +790 +13%
SS
2074
Sunbelt Securities
Texas
$319K -$22.7K -484 -7%
PHS
2075
Pekin Hardy Strauss
Illinois
$318K -$4.68K -100 -1%
81 82
83
84 85