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Name Holding Trade Value Shares
Change 		Change in
Stake
STMM
1301
South Texas Money Management
Texas
$307K -$35.4K -238 -11%
OAM
1302
Oberweis Asset Management
Illinois
$304K -$21K -141 -7%
CBN
1303
Cadence Bank NA
Texas
$304K -$3.27K -22 -1%
AB
1304
Atlas Brown
Kentucky
$302K – – –
DIM
1305
DC Investments Management
Virginia
$301K +$295K +1,986 New
MWP
1306
MYCIO Wealth Partners
Pennsylvania
$300K – – –
PFS
1307
Prospera Financial Services
Texas
$300K +$70K +471 +32%
BJL
1308
Brighton Jones LLC
Washington
$298K +$44.2K +297 +18%
CAW
1309
Cornerstone Advisors (Washington)
Washington
$297K – – –
CWS
1310
Cypress Wealth Services
California
$295K +$290K +1,949 New
TWA
1311
TCI Wealth Advisors
Arizona
$294K +$27.4K +184 +10%
BBNB
1312
Baker Boyer National Bank
Washington
$291K +$12.9K +87 +5%
BFO
1313
Biltmore Family Office
North Carolina
$290K +$285K +1,917 New
IA
1314
Independence Advisors
Pennsylvania
$288K – – –
TW
1315
Transform Wealth
Colorado
$288K – – –
ECM
1316
Evergreen Capital Management
Washington
$285K +$280K +1,884 New
CCM
1317
Coldstream Capital Management
Washington
$284K +$10.6K +71 +4%
GWS
1318
Glassman Wealth Services
Virginia
$282K -$10.6K -71 -4%
VCM
1319
Versant Capital Management
Arizona
$281K – – –
TAMH
1320
Taikang Asset Management (HK)
Hong Kong
$280K +$275K +1,849 New
UBV
1321
United Bank (Virginia)
Virginia
$280K +$275K +1,849 New
MC
1322
Moors & Cabot
Massachusetts
$279K +$38.8K +261 +17%
WFMPM
1323
Woodley Farra Manion Portfolio Management
Indiana
$273K – – –
CAG
1324
Csenge Advisory Group
Florida
$270K -$50.6K -340 -16%
VC
1325
Vicus Capital
Pennsylvania
$269K +$15.9K +107 +6%
51 52
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