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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2526
Avitas Wealth Management
California
$1.4M -$111K -877 -8%
VA
2527
Valmark Advisers
Ohio
$1.4M +$2.67K +21 +0.2%
GIA
2528
Gladstone Institutional Advisory
Florida
$1.39M +$441K +3,474 +50%
EWA
2529
ERTS Wealth Advisors
Michigan
$1.39M +$25.4K +200 +2%
GHAM
2530
Gilman Hill Asset Management
Connecticut
$1.39M +$38.7K +305 +3%
CMO
2531
Covenant Multifamily Offices
Texas
$1.39M +$1.18M +9,305 +893%
BAM
2532
Blueshift Asset Management
New Jersey
$1.38M -$5.4M -42,566 -80%
SKK
2533
Shepherd Kaplan Krochuk
Massachusetts
$1.38M – – –
FNBSF
2534
First National Bank Sioux Falls
South Dakota
$1.38M -$210K -1,655 -14%
CCM
2535
Copeland Capital Management
Pennsylvania
$1.37M -$120K -944 -8%
MFW
2536
Mosaic Family Wealth
Missouri
$1.37M +$10.7K +84 +0.8%
RCM
2537
RB Capital Management
Nevada
$1.37M +$155K +1,222 +14%
AIM
2538
ARK Investment Management
Florida
$1.36M -$324K -2,549 -20%
WCG
2539
Weaver Consulting Group
California
$1.36M -$9.52K -75 -0.7%
MSR
2540
Main Street Research
Connecticut
$1.36M -$4.06K -32 -0.3%
KLWA
2541
Kelly Lawrence W & Associates
California
$1.36M +$190K +1,500 +17%
BI
2542
Ballast Inc
Kentucky
$1.36M -$15.4K -121 -1%
RWG
2543
Regal Wealth Group
California
$1.35M +$254 +2 +0%
STA
2544
Summit Trail Advisors
New York
$1.34M -$50K -394 -4%
TIM
2545
Tortoise Investment Management
New York
$1.34M +$127K +1,000 +11%
BBL
2546
Beck Bode LLC
Massachusetts
$1.34M -$77.8K -613 -6%
TI
2547
Truepoint Inc
Ohio
$1.34M +$613K +4,829 +94%
ESBC
2548
E.S. Barr & Co
Kentucky
$1.34M -$3.81K -30 -0.3%
ACM
2549
Aljian Capital Management
Nevada
$1.33M +$222K +1,747 +21%
QCIG
2550
Quad-Cities Investment Group
Iowa
$1.33M +$8.63K +68 +0.7%
100 101
102
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