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Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
1026
Rockefeller Financial Services
New York
$467K – – –
AA
1027
ALPS Advisors
Colorado
$465K -$110K -1,815 -19%
WWM
1028
Willingdon Wealth Management
North Carolina
$461K +$454K +7,518 New
AOWM
1029
Alpha Omega Wealth Management
Virginia
$459K – – –
MCM
1030
Manchester Capital Management
Vermont
$456K – – –
HHMI
1031
Howard Hughes Medical Institute
Maryland
$455K +$160K +2,647 +56%
BA
1032
BKS Advisors
Michigan
$453K +$445K +7,364 New
TSWM
1033
Triangle Securities Wealth Management
North Carolina
$452K -$3.92K -65 -0.9%
CC
1034
Cadinha & Co
Hawaii
$449K +$24.9K +412 +6%
BRWM
1035
B. Riley Wealth Management
Tennessee
$447K -$2.9K -48 -0.7%
AT
1036
Argent Trust
Texas
$445K -$2.29K -38 -0.5%
BAC
1037
Boys Arnold & Co
North Carolina
$444K -$1.9M -31,419 -81%
CG
1038
Caprock Group
Idaho
$444K +$436K +7,222 New
LW
1039
Linscomb Wealth
Texas
$441K +$34.5K +572 +9%
BWM
1040
Braver Wealth Management
Massachusetts
$441K +$433K +7,172 New
ABC
1041
Associated Banc-Corp
Wisconsin
$436K +$8.76K +145 +2%
DBT
1042
Dubuque Bank & Trust
Iowa
$434K -$44.9K -744 -10%
GLRA
1043
Gerald L. Ray & Associates
Texas
$434K +$426K +7,057 New
NME
1044
Notis-McConarty Edward
$433K – – –
NAM
1045
Nichols Asset Management
Massachusetts
$432K -$577K -9,560 -58%
IA
1046
IFP Advisors
Florida
$430K -$3.79M -62,788 -93%
ACM
1047
Alta Capital Management
Utah
$424K – – –
TRCT
1048
Tower Research Capital (TRC)
New York
$423K +$385K +6,379 +1,284%
FHAM
1049
Folger Hill Asset Management
New York
$420K -$3.14M -51,957 -88%
PCP
1050
Proficio Capital Partners
Massachusetts
$413K +$383K +6,341 +1,660%
40 41
42
43 44