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Name Holding Trade Value Shares
Change 		Change in
Stake
LCOV
1076
London Company of Virginia
Virginia
$983K – – –
CPO
1077
Cerity Partners OCIO
New York
$978K -$385K -7,000 -30%
TCA
1078
Transcend Capital Advisors
New Jersey
$977K +$804K +14,610 New
PWMAG
1079
Pinnacle Wealth Management Advisory Group
New Jersey
$976K -$79.2K -1,440 -8%
SVWAG
1080
Sound View Wealth Advisors Group
Georgia
$975K +$27K +490 +3%
VHAM
1081
Van Hulzen Asset Management
California
$975K +$879K +15,980 New
HWA
1082
Heritage Wealth Advisors
Virginia
$971K – – –
HIP
1083
HUB Investment Partners
Texas
$971K -$24.8K -450 -3%
JWM
1084
Jupiter Wealth Management
Colorado
$970K – – –
HTC
1085
Haverford Trust Company
Pennsylvania
$970K +$54.5K +990 +7%
FDCC
1086
Foster Dykema Cabot & Co
Massachusetts
$969K – – –
MCP
1087
Mirador Capital Partners
California
$961K -$23.7K -430 -3%
CB
1088
CNB Bank
Pennsylvania
$956K +$155K +2,820 +22%
C
1089
Certuity
Florida
$950K +$41.8K +760 +5%
MP
1090
McDonald Partners
Ohio
$948K -$44K -800 -5%
SMFG
1091
Sumitomo Mitsui Financial Group
Japan
$947K -$2.27M -41,270 -72%
NIM
1092
Northeast Investment Management
Massachusetts
$947K -$12.7K -230 -1%
BA
1093
Bridge Advisory
California
$947K – – –
CAIMH
1094
Central Asset Investments & Management Holdings
Hong Kong
$933K -$892K -16,200 -51%
USCWA
1095
U.S. Capital Wealth Advisors
Texas
$930K +$838K +15,230 New
MA
1096
MYDA Advisors
New York
$921K -$1.37M -24,910 -62%
MS
1097
Mizuho Securities
Japan
$920K -$2.16M -39,210 -72%
B
1098
Bellecapital
Switzerland
$918K -$23.7K -430 -3%
GCMG
1099
Gyroscope Capital Management Group
Florida
$916K – – –
AA
1100
Ancora Advisors
Ohio
$915K -$6.05K -110 -0.7%
42 43
44
45 46