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Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
851
Dynamic Advisor Solutions
Arizona
$2.41M +$86.2K +182 +4%
AFG
852
Atomi Financial Group
New York
$2.4M +$378K +798 +19%
WF
853
WoodTrust Financial
Wisconsin
$2.4M – – –
RGC
854
Roberts, Glore & Co
Illinois
$2.39M -$107K -225 -4%
CMANY
855
Capital Management Associates (New York)
New York
$2.38M – – –
HIC
856
Hartline Investment Corp
Illinois
$2.37M -$4.73K -10 -0.2%
MCM
857
Mitchell Capital Management
Kansas
$2.37M +$23.7K +50 +1%
I
858
InvesTrust
Oklahoma
$2.36M – – –
LIM
859
Leavell Investment Management
Alabama
$2.36M +$92.8K +196 +4%
BHIA
860
Birch Hill Investment Advisors
Massachusetts
$2.35M -$23.7K -50 -1%
TA
861
TKG Advisors
Indiana
$2.35M +$36K +76 +2%
RWB
862
RMR Wealth Builders
New Jersey
$2.32M +$73.4K +155 +3%
WPC
863
Wedmont Private Capital
Pennsylvania
$2.31M +$114K +240 +5%
BHPW
864
Beverly Hills Private Wealth
California
$2.3M -$89.5K -189 -4%
TM
865
TigerOak Management
New Mexico
$2.29M -$4.26K -9 -0.2%
DWT
866
Dorsey & Whitney Trust
South Dakota
$2.28M +$49.2K +104 +2%
AC
867
Avestar Capital
New York
$2.27M -$222K -469 -9%
TC
868
TFR Capital
Texas
$2.26M -$46.4K -98 -2%
DLCIG
869
D.L. Carlson Investment Group
New Hampshire
$2.26M +$67.7K +143 +3%
ECM
870
Evergreen Capital Management
Washington
$2.25M +$239K +505 +12%
VWM
871
Venturi Wealth Management
Texas
$2.25M -$234K -494 -9%
PM
872
Phraction Management
Connecticut
$2.23M -$109K -230 -5%
CI
873
CX Institutional
Indiana
$2.23M +$889K +1,878 +67%
PCG
874
Prosperity Consulting Group
Maryland
$2.22M +$120K +253 +6%
PFA
875
Pure Financial Advisors
California
$2.2M +$146K +309 +7%
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