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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1101
Strategic Financial Services
New York
$452K +$5.35K +76 +1%
TFA
1102
Toth Financial Advisory
Virginia
$451K +$8.81K +125 +2%
PHS
1103
Pekin Hardy Strauss
Illinois
$450K – – –
POIA
1104
Pin Oak Investment Advisors
Texas
$449K -$21.1K -299 -5%
CAW
1105
Cornerstone Advisors (Washington)
Washington
$448K +$59K +837 +17%
SC
1106
Savant Capital
Illinois
$444K -$2.11K -30 -0.5%
TIA
1107
Tiemann Investment Advisors
California
$444K +$22.9K +325 +6%
SBSB
1108
Sullivan, Bruyette, Speros & Blaney
Virginia
$443K – – –
MIM
1109
Miller Investment Management
Pennsylvania
$441K – – –
ATC
1110
Adirondack Trust Company
New York
$440K – – –
NMC
1111
Nine Masts Capital
Hong Kong
$438K -$344K -4,881 -47%
BIM
1112
Bridgecreek Investment Management
Oklahoma
$438K – – –
RPC
1113
Rossmore Private Capital
Connecticut
$436K +$151K +2,146 +64%
BIAS
1114
Beacon Investment Advisory Services
New Jersey
$432K -$9.3K -132 -2%
WMG
1115
WESCAP Management Group
California
$429K -$21.1K -300 -5%
TL
1116
TrueWealth LLC
Georgia
$428K – – –
BA
1117
Boston Advisors
Massachusetts
$421K -$36.3K -515 -9%
PL
1118
Perpetual Ltd
Australia
$419K – – –
BFA
1119
Bragg Financial Advisors
North Carolina
$417K -$423 -6 -0.1%
TSW
1120
Thompson Siegel & Walmsley
Virginia
$417K – – –
PP
1121
Palladium Partners
Virginia
$414K – – –
PAM
1122
Peak Asset Management
Colorado
$412K -$7.04K -100 -2%
SSWM
1123
Smith Salley Wealth Management
North Carolina
$411K +$74.7K +1,060 +26%
CB
1124
Cadence Bank
Mississippi
$409K – – –
PHAM
1125
Palisades Hudson Asset Management
Florida
$408K – – –
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