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Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
1276
Harbor Investment Advisory
Maryland
$28.7M -$540K -1,635 -1%
VWA
1277
Visionary Wealth Advisors
Illinois
$28.6M -$484K -1,466 -2%
SWM
1278
SeaCrest Wealth Management
New York
$28.6M -$179K -541 -0.6%
AC
1279
Albar Capital
United Kingdom
$28.6M -$25.8M -77,959 -46%
BTI
1280
Blue Trust Inc
Georgia
$28.6M +$8.76M +26,520 +46%
FFBTD
1281
First Financial Bank - Trust Division
Ohio
$28.6M -$3.48M -10,519 -10%
CAC
1282
Core Alternative Capital
Georgia
$28.5M +$1.01M +3,054 +3%
GGS
1283
Galvin Gaustad & Stein
Arizona
$28.5M -$1.58M -4,777 -5%
CLC
1284
Charles-Lim Capital
Hong Kong
$28.4M +$29.7M +90,000 New
UAS
1285
United Asset Strategies
New York
$28.4M +$224K +677 +0.8%
CM
1286
Churchill Management
California
$28.4M -$1.23M -3,733 -4%
AAIM
1287
American Assets Investment Management
California
$28.3M – – –
GLCM
1288
Greenlea Lane Capital Management
Connecticut
$28.3M – – –
WWM
1289
Western Wealth Management
Colorado
$28.3M +$924K +2,797 +3%
PWMAG
1290
Pinnacle Wealth Management Advisory Group
New Jersey
$28.1M -$205K -619 -0.7%
1SB
1291
1ST Source Bank
Indiana
$28.1M -$385K -1,164 -1%
ETC
1292
Exchange Traded Concepts
Oklahoma
$28M +$6.23M +18,840 +27%
VWM
1293
Valley Wealth Managers
New Jersey
$28M -$1.12M -3,392 -4%
LBA
1294
Lowell Blake & Associates
Massachusetts
$27.9M +$57.4M +173,852 +202%
AO
1295
Allen Operations
New York
$27.9M – – –
SGK
1296
Steigerwald Gordon & Koch
Virginia
$27.9M -$161K -488 -0.5%
WP
1297
WMS Partners
Maryland
$27.9M -$1.22M -3,701 -4%
EWM
1298
Edge Wealth Management
New York
$27.8M -$372K -1,127 -1%
KCMH
1299
Keywise Capital Management (HK)
Hong Kong
$27.7M -$39.7M -120,200 -58%
EFS
1300
Essex Financial Services
Connecticut
$27.7M -$390K -1,180 -1%
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