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Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
1676
Evernest Financial Advisors
Indiana
$23.1M +$18.3M +42,778 +389%
HH
1677
HWG Holdings
Texas
$23.1M +$174K +408 +0.8%
HWM
1678
Heirloom Wealth Management
Colorado
$23.1M +$540K +1,264 +2%
RWM
1679
Rockline Wealth Management
New York
$23.1M +$901K +2,107 +4%
SMA
1680
Sage Mountain Advisors
Georgia
$23.1M +$1.32M +3,085 +6%
NAM
1681
NTV Asset Management
West Virginia
$23M -$214K -500 -0.9%
AOWM
1682
Alpha Omega Wealth Management
Virginia
$23M -$311K -727 -1%
GJCM
1683
Grand Jean Capital Management
California
$23M +$48.3K +113 +0.2%
GAG
1684
GM Advisory Group
New York
$23M +$739K +1,729 +3%
CRB
1685
Chad R. Baker
$23M – – –
WBC
1686
West Branch Capital
Massachusetts
$23M +$100K +234 +0.4%
ACM
1687
Adalta Capital Management
New York
$23M -$90.2K -211 -0.4%
BCP
1688
BSN Capital Partners
United Kingdom
$23M -$23.5M -55,000 -52%
LP
1689
LMR Partners
United Kingdom
$22.9M +$1.68M +3,927 +8%
BIC
1690
Beach Investment Counsel
Pennsylvania
$22.9M -$547K -1,279 -2%
FVWA
1691
Foster Victor Wealth Advisors
South Carolina
$22.9M +$4.19M +9,795 +22%
CC
1692
Cadinha & Co
Hawaii
$22.9M +$114K +267 +0.5%
ERWM
1693
Elk River Wealth Management
Colorado
$22.8M +$317K +742 +1%
BOSSRA
1694
B.O.S.S. Retirement Advisors
Utah
$22.8M +$3.48M +8,138 +18%
DCM
1695
Decatur Capital Management
Georgia
$22.8M +$3.08M +7,208 +16%
MWA
1696
Meridian Wealth Advisors
Texas
$22.8M -$242K -566 -1%
BCB
1697
Brian C. Broderick
$22.7M +$7.69K +18 +0%
CVM
1698
Cheviot Value Management
California
$22.7M -$1.63M -3,806 -7%
BCM
1699
Bourgeon Capital Management
Connecticut
$22.7M +$117K +273 +0.5%
SIC
1700
Sigma Investment Counselors
Michigan
$22.6M -$4.28K -10 -0%
66 67
68
69 70