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Name Holding Trade Value Shares
Change 		Change in
Stake
DT
1651
Daniels + Tansey
Delaware
$18M +$62.6M +189,478 +12,691%
HL
1652
HeadInvest LLC
Maine
$18M +$60.5K +183 +0.3%
ERWM
1653
Elk River Wealth Management
Colorado
$18M +$57.5K +174 +0.3%
PBC
1654
Pavion Blue Capital
California
$18M +$33K +100 +0.2%
CHC
1655
City Holding Co
West Virginia
$18M -$109K -329 -0.6%
WMSA
1656
Weiss Multi-Strategy Advisers
New York
$17.9M -$54.8M -165,768 -74%
SM
1657
STF Management
Texas
$17.9M +$6.78M +20,515 +57%
WCM
1658
Weik Capital Management
Pennsylvania
$17.9M -$479K -1,450 -2%
CCWM
1659
Cassaday & Co Wealth Management
Virginia
$17.9M +$493K +1,493 +3%
PCP
1660
Proficio Capital Partners
Massachusetts
$17.9M +$2.16M +6,550 +13%
ZF
1661
Zhang Financial
Michigan
$17.9M +$470K +1,422 +3%
BOSSRA
1662
B.O.S.S. Retirement Advisors
Utah
$17.8M +$924K +2,795 +5%
AR
1663
Advisory Research
Illinois
$17.8M -$279K -844 -1%
WC
1664
Westwind Capital
New Mexico
$17.8M +$225K +682 +1%
AC
1665
AMS Capital
Brazil
$17.8M +$3.04M +9,210 +20%
CCM
1666
Copeland Capital Management
Pennsylvania
$17.8M -$480K -1,454 -3%
FPAS
1667
Focus Partners Advisor Solutions
Missouri
$17.8M +$4.87M +14,739 +36%
CWM
1668
Curi Wealth Management
North Carolina
$17.7M -$1.53M -4,621 -8%
CPC
1669
Consolidated Planning Corp
Georgia
$17.7M +$146K +441 +0.8%
FHA
1670
Flagship Harbor Advisors
Massachusetts
$17.7M -$148K -448 -0.8%
SGA
1671
Strategic Global Advisors
California
$17.7M -$920K -2,785 -5%
TPCM
1672
Two Point Capital Management
New York
$17.7M -$216K -655 -1%
RIG
1673
Renaissance Investment Group
Massachusetts
$17.6M -$641K -1,940 -3%
CFSG
1674
Community Financial Services Group
Vermont
$17.6M +$18.4M +55,810 New
SWP
1675
Strategic Wealth Partners
Ohio
$17.6M +$717K +2,171 +4%
65 66
67
68 69