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Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1501
TrinityPoint Wealth
Connecticut
$10M -$941K -5,720 -8%
HWA
1502
HCR Wealth Advisors
California
$10M +$107K +652 +1%
WCA
1503
Windsor Creek Advisors
Vermont
$9.99M +$570K +3,465 +6%
DI
1504
Diligent Investors
California
$9.98M +$78.9K +480 +0.8%
FC
1505
FORA Capital
Florida
$9.96M +$8.7M +52,932 +518%
WIC
1506
Woodmont Investment Counsel
Tennessee
$9.95M +$270K +1,643 +3%
ACM
1507
Argyle Capital Management
Pennsylvania
$9.94M -$1.72M -10,478 -14%
FVCM
1508
F&V Capital Management
Florida
$9.94M -$23.8K -145 -0.2%
EAM
1509
Exane Asset Management
France
$9.93M +$10.4M +62,994 New
RIM
1510
Rampart Investment Management
Connecticut
$9.93M -$13.9M -84,763 -57%
GRP
1511
Global Retirement Partners
California
$9.93M -$362K -2,201 -3%
AWA
1512
ARS Wealth Advisors
Florida
$9.92M +$64.5K +392 +0.6%
WAS
1513
WESPAC Advisors SoCal
California
$9.92M +$64.5K +392 +0.7%
ANRIA
1514
American National Registered Investment Advisor
Texas
$9.91M -$23.8K -145 -0.2%
PAIM
1515
Punch & Associates Investment Management
Minnesota
$9.91M -$2.17M -13,219 -17%
NC
1516
NBW Capital
Massachusetts
$9.9M -$732K -4,449 -7%
BBNA
1517
Bremer Bank National Association
Minnesota
$9.9M +$114K +694 +1%
ACA
1518
Aptus Capital Advisors
Alabama
$9.87M +$5.2M +31,594 +102%
OAM
1519
Origin Asset Management
United Kingdom
$9.86M -$17.2M -104,850 -63%
HWA
1520
Heritage Wealth Advisors
Virginia
$9.85M +$1.63M +9,926 +19%
ISB
1521
Iowa State Bank
Iowa
$9.85M -$1.68M -10,236 -14%
PBC
1522
Pavion Blue Capital
California
$9.84M +$1.05M +6,358 +11%
PCIA
1523
Prime Capital Investment Advisors
Kansas
$9.82M +$627K +3,811 +6%
CEI
1524
Clark Estates Inc
New York
$9.78M -$1.15M -7,000 -10%
UC
1525
Unio Capital
New Jersey
$9.77M -$2.91M -17,675 -22%
59 60
61
62 63