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Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
1801
J.W. Coons Advisors
Ohio
$23.9M +$1.48M +3,411 +8%
JCM
1802
Jacobi Capital Management
Pennsylvania
$23.9M +$566K +1,303 +3%
WTA
1803
Washington Trust Advisors
Massachusetts
$23.9M +$222K +511 +1%
RSS
1804
Rosenblum Silverman Sutton
California
$23.9M -$113K -260 -0.5%
FM
1805
Family Management
New York
$23.8M -$953K -2,194 -4%
WIA
1806
Westbourne Investment Advisors
Maryland
$23.8M +$515K +1,185 +3%
AWP
1807
Ascent Wealth Partners
New York
$23.8M -$2.02M -4,647 -9%
MWM
1808
Marietta Wealth Management
Georgia
$23.8M +$168K +387 +0.8%
GC
1809
Globeflex Capital
California
$23.8M – – –
SSI
1810
Scott & Selber Inc
Texas
$23.8M +$102K +235 +0.5%
FCM
1811
Fogel Capital Management
Florida
$23.7M -$10.4M -23,990 -34%
CAC
1812
Core Alternative Capital
Georgia
$23.6M -$3.44M -7,912 -14%
MWA
1813
Miller Wealth Advisors
Colorado
$23.6M +$12.6K +29 +0.1%
RA
1814
Ransom Advisory
Rhode Island
$23.6M -$582K -1,340 -3%
DSC
1815
Duncker Streett & Co
Missouri
$23.6M -$69.5K -160 -0.3%
TYCC
1816
Texas Yale Capital Corp
Florida
$23.5M -$218K -503 -1%
LTI
1817
Laffer Tengler Investments
Tennessee
$23.5M -$195K -450 -0.9%
IP
1818
Isthmus Partners
Wisconsin
$23.5M +$1.08M +2,484 +6%
AMBIA
1819
Allen Mooney & Barnes Investment Advisors
Georgia
$23.5M +$202K +464 +1%
LSA
1820
L & S Advisors
California
$23.5M +$3.05M +7,023 +17%
CPA
1821
Capital Planning Advisors
California
$23.4M -$197K -453 -1%
MAWA
1822
Moss Adams Wealth Advisors
Washington
$23.4M +$866K +1,994 +4%
CWM
1823
Cordatus Wealth Management
Pennsylvania
$23.4M -$6.95K -16 -0%
AL
1824
Aspiriant LLC
California
$23.4M -$23.5K -54 -0.1%
HWA
1825
HCR Wealth Advisors
California
$23.3M +$32.1K +74 +0.2%
71 72
73
74 75