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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
851
TFG Advisers
Michigan
$528K +$12.5K +41 +2%
HPWM
852
Highland Private Wealth Management
Washington
$527K +$47.7K +157 +10%
WMA
853
Wealth Management Associates
New Jersey
$526K – – –
DMBA
854
Deseret Mutual Benefit Administrators
Utah
$524K -$137K -451 -20%
CWM
855
Chesapeake Wealth Management
Virginia
$523K -$22.8K -75 -4%
BBA
856
BLB&B Advisors
Pennsylvania
$520K +$264K +869 +96%
SC
857
Savant Capital
Illinois
$519K -$8.21K -27 -2%
PWPS
858
Pinnacle Wealth Planning Services
Ohio
$519K -$2.74K -9 -0.5%
PG
859
Proffitt & Goodson
Tennessee
$511K -$3.65K -12 -0.7%
ANTB
860
AMG National Trust Bank
Colorado
$510K +$142K +467 +37%
BBHC
861
Brown Brothers Harriman & Co
New York
$509K -$13.1M -43,072 -2%
BCAM
862
Boston Common Asset Management
Massachusetts
$503K -$912 -3 -0.2%
PBO
863
Peoples Bank (Ohio)
Ohio
$502K – – –
AP
864
Appleton Partners
Massachusetts
$500K -$14.3K -47 -3%
LWAC
865
Laurel Wealth Advisors (California)
California
$499K -$173K -569 -25%
AIC
866
Archer Investment Corporation
Indiana
$499K – – –
OFS
867
OneAscent Financial Services
Alabama
$498K +$516K +1,698 New
ECM
868
Evergreen Capital Management
Washington
$497K +$21.6K +71 +4%
PP
869
Paloma Partners
Connecticut
$493K -$1.6M -5,267 -76%
CCA
870
Childress Capital Advisors
Texas
$491K +$135K +444 +36%
RCAG
871
Rehmann Capital Advisory Group
Michigan
$489K +$129K +424 +34%
AIM
872
Aigen Investment Management
New York
$488K +$505K +1,662 New
SWM
873
Spire Wealth Management
Virginia
$485K -$1.82K -6 -0.4%
AP
874
Atwood & Palmer
Missouri
$484K – – –
SBIA
875
Sheaff Brock Investment Advisors
Indiana
$481K -$21.6K -71 -4%
33 34
35
36 37