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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1376
Meridian Wealth Advisors
Texas
$508K +$29K +314 +6%
VVP
1377
Venture Visionary Partners
Ohio
$503K +$10.6K +115 +2%
AII
1378
AGF Investments Inc
Ontario, Canada
$502K +$40.2K +436 +9%
AL
1379
Aspiriant LLC
California
$501K -$121K -1,312 -20%
TH
1380
TCTC Holdings
Texas
$500K -$748K -8,108 -61%
AHC
1381
Adell Harriman & Carpenter
Texas
$499K -$247K -2,675 -34%
MIM
1382
Miller Investment Management
Pennsylvania
$495K – – –
SFS
1383
Summit Financial Strategies
Ohio
$492K +$170K +1,838 +58%
FSCP
1384
Franklin Street Capital Partners
New York
$490K +$461K +5,000 New
RIA
1385
Regal Investment Advisors
Michigan
$490K +$462K +5,002 New
BC
1386
Burleson & Co
California
$488K +$554 +6 +0.1%
BWA
1387
Burt Wealth Advisors
Maryland
$487K – – –
SIG
1388
Sargent Investment Group
Maryland
$486K +$94.5K +1,024 +26%
CBT
1389
Central Bank & Trust
Kentucky
$485K -$108K -1,174 -19%
RA
1390
RFG Advisory
Alabama
$484K +$36.6K +397 +9%
GW
1391
GW & Wade
Massachusetts
$478K +$10.2K +111 +2%
SHWM
1392
Silicon Hills Wealth Management
Texas
$472K – – –
BIAS
1393
Beacon Investment Advisory Services
New Jersey
$471K -$13.1K -142 -3%
ZAM
1394
Zevin Asset Management
Massachusetts
$471K – – –
ACI
1395
Alpha Cubed Investments
California
$469K -$28.2K -305 -6%
MFG
1396
Magnus Financial Group
New York
$469K +$4.62K +50 +1%
LDB
1397
Lee, Danner & Bass
Tennessee
$468K – – –
AIM
1398
Alhambra Investment Management
Florida
$465K +$51.7K +560 +13%
BPB
1399
Badgley, Phelps & Bell
Washington
$463K -$5.54K -60 -1%
CIC
1400
Chilton Investment Company
Connecticut
$463K +$116K +1,260 +36%
54 55
56
57 58