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Name Holding Trade Value Shares
Change 		Change in
Stake
ARG
926
Advisory Resource Group
Oklahoma
$627K +$616K +17,070 New
IA
927
IFG Advisory
Georgia
$624K -$98.1K -2,720 -14%
CIM
928
CenturyLink Investment Management
Colorado
$623K -$17K -470 -3%
ATC
929
Argent Trust Co
Tennessee
$605K -$7.58K -210 -1%
AA
930
Ancora Advisors
Ohio
$604K +$19.8K +550 +3%
CIM
931
CIM Investment Management
Pennsylvania
$604K +$22.7K +630 +4%
FA
932
Fagan Associates
New York
$601K – – –
PTC
933
Private Trust Company
Ohio
$600K -$18.8K -520 -3%
SSB
934
Sandy Spring Bank
Maryland
$594K – – –
EWA
935
EP Wealth Advisors
California
$593K +$61K +1,690 +12%
LCOV
936
London Company of Virginia
Virginia
$591K – – –
KF
937
Krilogy Financial
Missouri
$589K -$48.7K -1,350 -8%
MTC
938
McDaniel Terry & Co
Texas
$588K +$361K +10,000 +167%
TL
939
TrueWealth LLC
Georgia
$583K -$3.61K -100 -0.6%
CWA
940
Clarus Wealth Advisors
Arizona
$581K +$32.1K +890 +6%
CFS
941
CRA Financial Services
New Jersey
$576K -$7.22K -200 -1%
VWM
942
Venturi Wealth Management
Texas
$576K +$566K +15,680 New
ATPW
943
Ashton Thomas Private Wealth
Arizona
$576K +$93.8K +2,600 +20%
QI
944
Qtron Investments
Massachusetts
$574K +$139K +3,860 +33%
DC
945
Davenport & Co
Virginia
$573K -$27.4K -760 -5%
GP
946
Geneva Partners
Wisconsin
$569K -$10.8K -300 -2%
TC
947
Trilogy Capital
California
$567K +$41.1K +1,140 +8%
AIL
948
AGF Investments LLC
Ontario, Canada
$567K +$101K +2,810 +22%
CAL
949
Capital Analysts LLC
Pennsylvania
$566K +$74K +2,050 +15%
HTC
950
Haverford Trust Company
Pennsylvania
$562K -$4.33K -120 -0.8%
36 37
38
39 40