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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1801
Reilly Financial Advisors
California
$469K +$73.8K +411 +16%
PV
1802
Private Vista
Illinois
$468K +$241K +1,342 +85%
VWM
1803
Valley Wealth Managers
New Jersey
$467K +$88.3K +492 +20%
MFG
1804
Merit Financial Group
Georgia
$465K -$72.7K -405 -12%
MCM
1805
McRae Capital Management
New Jersey
$465K +$898 +5 +0.2%
RWM
1806
Raffa Wealth Management
District of Columbia
$465K +$30.7K +171 +6%
AC
1807
Addison Capital
Pennsylvania
$460K -$536K -2,986 -51%
BFO
1808
Biltmore Family Office
North Carolina
$458K +$218K +1,213 +73%
BCM
1809
Brasada Capital Management
Texas
$456K +$128K +713 +33%
LWA
1810
Lenox Wealth Advisors
New York
$453K +$369K +2,055 +262%
PHAM
1811
Palisades Hudson Asset Management
Florida
$448K – – –
CMANY
1812
Capital Management Associates (New York)
New York
$446K +$47.9K +267 +11%
BAM
1813
Berkshire Asset Management
Pennsylvania
$439K -$128K -713 -21%
KPCM
1814
Kings Point Capital Management
New York
$439K +$88.7K +494 +22%
ME
1815
McIlrath & Eck
Washington
$434K -$30.9K -172 -6%
TNB
1816
Thomasville National Bank
Georgia
$433K -$33.9K -189 -7%
NFG
1817
NewFocus Financial Group
Washington
$433K -$2.51K -14 -0.5%
FCB
1818
First Command Bank
Texas
$431K -$39.7K -221 -8%
FCFS
1819
First Command Financial Services
Texas
$431K -$39.7K -221 -8%
FIAS
1820
FinTrust Investment Advisory Services
South Carolina
$427K -$198K -1,100 -29%
RW
1821
REDW Wealth
New Mexico
$426K -$26K -145 -5%
SMFS
1822
Squar Milner Financial Services
California
$425K -$79.9K -445 -14%
MSS
1823
Mitchell Sinkler & Starr
Pennsylvania
$425K +$50.3K +280 +12%
BHWM
1824
Bar Harbor Wealth Management
New Hampshire
$424K +$117K +652 +32%
SSW
1825
Smith Shellnut Wilson
Mississippi
$424K +$477K +2,656 New
71 72
73
74 75