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Name Holding Trade Value Shares
Change 		Change in
Stake
WCF
1001
West Coast Financial
California
$12.9M +$34.9K +97 +0.3%
HVIA
1002
Hudson Valley Investment Advisors
New York
$12.9M +$34.6K +96 +0.3%
YWP
1003
YorkBridge Wealth Partners
New York
$12.8M +$444K +1,233 +3%
BCMO
1004
Buckingham Capital Management (Ohio)
Ohio
$12.8M +$20.5K +57 +0.2%
BFC
1005
Blue Fin Capital
Rhode Island
$12.8M +$12.2K +34 +0.1%
BAM
1006
Bell Asset Management
Australia
$12.8M +$1.77M +4,911 +15%
ACA
1007
Aptus Capital Advisors
Alabama
$12.8M +$1.43M +3,962 +12%
FCMC
1008
Founders Capital Management (Connecticut)
Connecticut
$12.7M +$1.24M +3,440 +10%
SHGA
1009
Sand Hill Global Advisors
California
$12.7M -$479K -1,330 -3%
SVCP
1010
Silicon Valley Capital Partners
California
$12.7M +$1.66M +4,617 +14%
BTWM
1011
Baker Tilly Wealth Management
Wisconsin
$12.6M +$2.19M +6,079 +19%
KPW
1012
Kore Private Wealth
New York
$12.6M +$156K +434 +1%
GI
1013
Gavea Investimentos
Brazil
$12.6M -$4.79M -13,310 -26%
WP
1014
WealthPLAN Partners
Nebraska
$12.6M +$9.36K +26 +0.1%
SGA
1015
Strategic Global Advisors
California
$12.5M +$5.9M +16,390 +80%
MGWM
1016
Marks Group Wealth Management
Minnesota
$12.4M +$127K +352 +1%
AAM
1017
Azzad Asset Management
Virginia
$12.4M +$122K +339 +0.9%
BRIM
1018
Broad Run Investment Management
Virginia
$12.4M -$336K -933 -2%
MAM
1019
Melqart Asset Management
United Kingdom
$12.3M -$9.29M -25,800 -42%
GIA
1020
Gladstone Institutional Advisory
Florida
$12.3M +$4.95M +13,738 +61%
VFA
1021
Valeo Financial Advisors
Indiana
$12.3M +$2.24M +6,206 +9%
VVP
1022
Venture Visionary Partners
Ohio
$12.2M +$2.58M +7,163 +25%
BRWM
1023
B. Riley Wealth Management
Tennessee
$12.2M +$1.29M +3,580 +11%
RC
1024
Roundview Capital
New Jersey
$12.1M +$1.97M +5,481 +18%
MRCP
1025
Manor Road Capital Partners
New York
$12.1M -$14.2M -39,300 -52%
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