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Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
951
Level Four Advisory Services
Texas
$8.46M +$79K +150 +0.9%
WA
952
Waverly Advisors
Alabama
$8.44M +$456K +865 +5%
MWM
953
Meridian Wealth Management
Kentucky
$8.4M -$228K -432 -3%
CK
954
Cohen Klingenstein
New York
$8.39M – – –
IAIM
955
International Assets Investment Management
Florida
$8.38M -$69.5K -132 -0.8%
SAI
956
Savvy Advisors Inc
New York
$8.38M +$1.73M +3,284 +24%
BP
957
Broadleaf Partners
Ohio
$8.38M -$270K -513 -3%
BRM
958
Boston Research & Management
Massachusetts
$8.37M -$1.24M -2,360 -12%
KOCAA
959
Knights of Columbus Asset Advisors
Connecticut
$8.37M +$462K +877 +6%
NIM
960
Northeast Investment Management
Massachusetts
$8.35M -$226K -430 -3%
CT
961
Coastline Trust
Rhode Island
$8.35M -$209K -397 -2%
KWMG
962
King Wealth Management Group
Florida
$8.29M -$69.5K -132 -0.8%
SP
963
Saranac Partners
$8.28M -$431K -819 -5%
RCM
964
Rockbridge Capital Management
Virginia
$8.27M -$861K -1,635 -9%
LFM
965
LGT Fund Management
Liechtenstein
$8.26M -$1.99M -3,774 -19%
AWM
966
Affinity Wealth Management
Delaware
$8.25M +$51.1K +97 +0.6%
TCWA
967
Turtle Creek Wealth Advisors
Texas
$8.22M +$54.8K +104 +0.6%
AWP
968
Ascent Wealth Partners
New York
$8.16M +$140K +265 +2%
PWP
969
Private Wealth Partners
California
$8.16M +$836K +1,587 +11%
SC
970
Saybrook Capital
North Carolina
$8.15M +$271K +515 +3%
CIA
971
Capital Investment Advisors
Georgia
$8.15M -$300K -570 -3%
WPP
972
Whalerock Point Partners
Rhode Island
$8.14M +$269K +510 +3%
MYIA
973
Mount Yale Investment Advisors
Colorado
$8.1M +$3.73M +7,090 +78%
WHG
974
Westwood Holdings Group
Texas
$8.1M +$7.96M +15,114 +1,382%
NME
975
Notis-McConarty Edward
$8.09M +$527 +1 +0%
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