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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1651
Laidlaw Wealth Management
New York
$14.5M +$13.6M +53,389 New
AWA
1652
Arkadios Wealth Advisors
Georgia
$14.4M +$3.48M +13,680 +35%
TPWA
1653
TRUE Private Wealth Advisors
Oregon
$14.4M -$43.2K -170 -0.3%
MWM
1654
Minot Wealth Management
Massachusetts
$14.4M +$1.04M +4,084 +9%
HIM
1655
Hotaling Investment Management
Pennsylvania
$14.4M -$1.26M -4,963 -9%
NB
1656
Northwest Bancshares
Pennsylvania
$14.4M -$331K -1,301 -2%
RHDIC
1657
R.H. Dinel Investment Counsel
California
$14.4M -$324K -1,275 -2%
WTFG
1658
Wells Trecaso Financial Group
Ohio
$14.4M -$7.63K -30 -0.1%
AAS
1659
Annex Advisory Services
Wisconsin
$14.4M +$365K +1,435 +3%
IAIM
1660
International Assets Investment Management
Florida
$14.4M -$27.1M -106,517 -53%
WF
1661
WoodTrust Financial
Wisconsin
$14.3M +$876K +3,445 +7%
SAM
1662
Shikiar Asset Management
New York
$14.3M +$1.22M +4,784 +10%
QCG
1663
Quadrant Capital Group
Ohio
$14.3M +$309K +1,216 +2%
B
1664
Barings
North Carolina
$14.3M -$998K -3,926 -7%
EFS
1665
Essex Financial Services
Connecticut
$14.3M – – –
GJCM
1666
Grand Jean Capital Management
California
$14.3M -$9.06M -35,650 -40%
FHA
1667
Flagship Harbor Advisors
Massachusetts
$14.3M +$307K +1,208 +2%
CC
1668
Codex Capital
New York
$14.3M +$2.64M +10,400 +25%
CRB
1669
Chad R. Baker
$14.3M – – –
VCA
1670
Verdence Capital Advisors
Maryland
$14.3M +$4.37M +17,205 +49%
TPM
1671
Triasima Portfolio Management
Quebec, Canada
$14.2M -$120K -472 -0.9%
CCT
1672
Capital City Trust
Florida
$14.2M +$65.6K +258 +0.5%
CS
1673
Comerica Securities
Michigan
$14.2M -$1.43M -5,638 -10%
SWM
1674
Segment Wealth Management
Texas
$14.2M +$203K +797 +2%
GWSG
1675
GPS Wealth Strategies Group
Colorado
$14.2M +$259K +1,017 +2%
65 66
67
68 69